I have known Brad for many years now and he is one of the most ethical and honest advisors that I…read moreknow. he has helped me in many areas and would not hesitate to recommend him to anyone. This is one advisor that you can trust.

Talking about finances is very awkward for me. I grew up in a house where you just didn't do that,…read moreand even as a middle aged adult I still don't like discussing them. Bradley made me very comfortable as we dissected where I am and where I want to go. He spent almost two hours on an early weekday morning talking with me, scheduling the meeting around my work day and being very generous with his time. He explained things in terms easy to understand, showed compassion for areas difficult for me, and provided expertise and advice that I was after. He came to our meeting prepared with print-outs specific to my situation, and I could tell he'd carefully read all of the background information I'd submitted prior to our meeting. Before meeting with him I'd talked with others who had worked with him and heard great things. I am now another person who can say great things about him. And that is not true of others in his field who I met with first. Highly recommend him.

I was referred to Mike from a client of his that I'd met at a wedding. I had just inherited some…read moremoney and needed a financial advisor. I did some research on him before our first meeting and was pleased with what I learned. I've been working with him for a few years now and have been very pleased with Mike's professionalism and results! He and his staff are the best- personable, responsive and a pleasure to work with! Have referred several others to him as well!

Best in the business!!! Doug excels in being a great communicator. At times he can be crass, but he…read moreknows what he is talking about and also communicates with me as the client which a lot of large firms will never do...

NCFS has provided our corporate and personal tax preparations from The Company formation…read more Doug has guided our company in many financial ways that have helped owning a growing business from a 200k a year to a Multi Million Dollar company. We're glad NCFS is on our team.

I have worked with Chris for over a year now and he is fabulous. Chris will not only help with…read moreyour financial planning but he educates you on why he suggests an investment. Chris is very honest and is a man of integrity. I truly believe that anyone who utilizes Chris' services will be happy and feel confident that he has taken their interests to heart. Customer service, honesty and integrity based financial planning is what you will receive with Chris!!! He is the BEST!

Chris Motte is a very knowledgeable, caring, competent and patient financial advisor. He educates…read morefirst and comes highly recommended. I've known him for years.

Greg is a remarkable person to have in your court. I highly recommend using Greg for any business…read morematters. He is reliable and honest, someone you can truly count on. Greg is a "yes" in life! He is diligent, hardworking and has consistently exceeded my expectations. Greg has come through time and time again and with a smile on his face when I have made extraordinary requests of him. You will be delighted working with him!

Greg is an expert in the subject of money and finances. He have provided me a sure…read more And great financial future. I highly suggest Gregory to my friends and family.

My family had an appointment with Adam Chandani today! And it was great! I'm still considered a…read moredependent under my parents! But I love coming into the office every time we have an appointment! I have been going to school for Accounting at California State University, Sacramento for the past 2 years. And love the Accounting subject. I hope to be a CPA one day also, but only time will tell! But either way! Adam Chandani offers a very hospitable environment and his office is always very nice and tidy and incredibly well decorated! It has a lobby, two rooms, a kitchen, and Adam's office! He and his secretary are always on top of things regarding making his clients feel comfortable! With amenities such as a fully furnished lobby and drink such as water, coffee, chocolates, candies, and juice! I always enjoy the hospitality here! Great CPA and person overall! Shoutout to Adam Chandani and Associates! Very professional!

I have been working with Adam since he started with his father. He has been a huge asset to our…read morefamily and business. I highly recommend working with him. Over the years he has advised us on what steps we can take both in our daily lives and with taxes. He's worked with through moves to three different states which has been a life saver when understanding new taxes. If you're looking for a wonderful CPA give his office a call.

We just did a consultation with Garrett and even though he couldn't help us with our particular…read moreneeds, he still pointed us in the right direction and was very helpful in giving us information. Would highly recommend!

I started working with Garrett because I wanted to be more intentional with my budgeting / finances…read more(I know, I know... I'm MUCH better with everyone else's numbers than my own!). My biggest takeaways were re-establishing my financial priorities and having tangible action steps after each meeting. Once we dug in to my values and long term goals, my financial to-dos changed from those that I'd started with. I realized that I was already doing some of the things I felt guilty about not doing "enough" of. It turns out that I had never stopped to think about what "enough" meant until we got to talking. I was able to let go of that guilt and refocus my energry toward accomplishing newer and more meaningful goals. I have to admit I was hesitant to start the program because I'm pretty analytical and it emphasizes not just budgeting/finances but emotions, behaviors, and habits. But after participating I was thankful I did - it truly was money well spent.

Rob Jupille at RTJ Financial is exactly who you should be looking for in a financial manager. He is…read morehonest, knowledgeable, and conscientious. His integrity is immediately apparent and his easy going style makes you feel comfortable discussing all aspects of your financial situation. Rob doesn't just trade stocks or look for deals that give him some financial reward. He genuinely looks out for your best interests. He asks a lot of questions that help him understand your current financial situation and where you want to be in the future. He also brings up many important financial safeguards you may have overlooked or not known about. I finally feel my money is in safe hands.

I've known Rob for many years and whenever I need financial advice, I don't hesitate to run to him…read more I love the way his business model functions. Instead of worrying about some other financial adviser pushing his own agenda, to put money in his pocket, I know that Rob has only my best interest in mind. He is a fee based adviser which means he is free to recommend any product that best fits my needs and he still makes the same fee. Of course, this would mean nothing if Rob weren't also a wealth of knowledge about his field. Finally, he also has many useful financial related contacts (for example - Banker, broker, accountant, residential and commercial realtors, architect and builder) I recommend if you need investment advice, that you feel comfortable calling Rob to see if he is a good fit for you.