My wife and myself have been investing with Encore, Dave Brown for 30+ years now. Always had great…read moreservice, good feed back to any questions we had on investments. We would meet periodically to go over our accounts and make any changes that Dave felt was necessary to further our interests. He has always come across as being professional and very informed on various investment choices. Thanks to his guidance on our investments we are financially able to enjoy our retirement years. Thanks Dave to you and your staff.

My company has been doing business with Encore Wealth Management and specifically David Brown, for…read moreat least 15 years, managing our 401K program and helping direct our employees choices. He has been handling my personal portfolio for at least the last 10 and I've found him to be well informed and extremely helpful. He listened to the concerns of myself and my wife and offered his opinions and suggestions.

Andy Esquivel has been my State Farm agent for several years and I have been very pleased with the…read moreservice he and Rachel have given me. They have always been, professional, responsive, aware of my needs and have followed up in a timely manner when something was complicated. I am grateful for their expertise.

I am new to the area, but a long term State Farm member. Andy, with this very friendly staff,…read moretakes time to listen, points you in the right direction, advises well, and is a heck of a nice guy. I'm pretty sure that he could be my favorite agent in over 40 years. Lives up to that whole "State Farm is There" thing. :-) Thanks Andy!

I highly recommend Erica Bishop's State Farm agency for anybody's insurance needs. Erica and her…read morestaff are so nice to speak with and so knowledgeable and professional with the advice and help they offer you. They understand the need of a senior-on-a-fixed-income like me to not be overcharged for auto insurance and they wisely guided me to help-them-help-me get my annual mileage adjusted to the correct mileage to lower my premium. I am grateful for excellent customer service and the feeling that an insurance agency is "on my side" and they will be on your side too.

Very helpful people! I spoke to Gracie on the phone about my car insurance and she answered all my…read morequestions

myra is the best! She hung in there with us for over 3 years while we made a transition from GA to…read moreCalifornia. She got us a great loan, was patient, professional and always available to answer questions and calls. highly recommended!

Myra has been my go to loan officer twice now. She helped me and my wife, at the time, purchase…read moreour first home. Being our first real estate transaction we needed a strong, knowledgeable, veteran to coach us through the process. Myra made the process very understandable, transparent, and quite smooth. We were absolutely thrilled. We started our family in our home raising two amazing young boys, but with time people change and last year my wife asked for a divorce. It put the whole family into a very tough position. Both of the boys wanted to keep "their" home. They didn't understand why they should have to lose "their" home just cause mom and dad weren't going to be living together any longer. I heard some amazing figures from the an Internet loan company and started working with them, what a waste of time!!! Lots of promises up front and when things moved past the initial phase, the numbers kept changing, the " no closing cost promises" evaporated, rates went up etc. Now I could see a reader thinking well yeah that would happen without good credit, well my credit is excellent, yet I am self employed. So once again, I called on Myra, we met at her home office, we caught up on our lives briefly and she took down my information, and looked over the numbers. She was very optimistic. She covered the positives, the challenges, and explained exactly what she needed from me to make this refi-buyout loan happen. To me, it was a long shot, even with near perfect credit!, but I listened and followed Myra's instructions to a T. She worked, I worked and together the refinance came through as she said it could, with the rates she originally quoted, and she got it done five days ahead of the MSA deadline I was facing!! To be able to look my boys in the eyes and tell them we will be able to KEEP OUR HOME!!! was priceless. Me and the boys all hugged and shed some tears the day escrow closed! My oldest son looked up and said " Dad, your a great dad, thanks for saving our home." I owe Myra a great deal of thanks, and hold her with the highest respect. Myra is professional, punctual, dedicated, proficient, super knowledgable, well connected, and simply put Myra is who you want on your team when you want to make any real estate funding changes in your life. Myra cares, she is comfortable, compassionate, and understanding. Yet, she has a very serious side, when needed, to make certain any obstacles are not going to stop the loan funding process once she says it can happen.

Joe takes care of our personal and commercial policies. His office staff is kind and helpful…read morewhenever we call (even when we don't have all the information lol). They have been great to work with over the past several years. We are always taken care of and treated with respect and professionalism. Thank you Joe and staff for looking out for us!

Joe has been my insurance agent since 2000. He's a great guy and an outstanding resource for all my…read moreinsurance needs, both for my business and family.

I normally do not hire anyone who has no yelp reviews but I took a chance on this one. As you can…read moretell by the number of stars I put, John is a winner! Knowledgeable, intelligent, caring and trustworthy. He has a lot of experience and it shows. He also treats you like family and does not appear to care more about his commission than he does about you. That's a rarity nowadays. If you are willing to take a chance on a certified financial planner with only one yelp review, I don't think you will be disappointed.

My parents referred My husband and I to John. He is outstanding. Very knowledgeable, and gives you…read moreso much information. we knew very little walking in and walked out feeling so good about John. We have 100% confidence in John and His front desk Lady Sara. She is so pleasant and has everything ready for John before he met us. So happy to work with John and Sara.

I have had the opportunity to sit down with Norman and discuss my employee health plans and I have…read moresat down with others in the past and although all insurances are pretty much the same. The difference comes when an individual like Norman sits and actually explains the pros and cons of every plan, the advantages I would have with certain plans for my employees. Health insurance in my opinion is a very difficult thing to decipher so having someone who knows how to help and direct is greatly appreciated. Great work Norman, I am spreading the word about your great approach with service and professionalism.

Just wanted to let people know what a great job that Norm does for his clients in securing the best…read morehealth insurance coverage at the best possible rates. Not many agents are as educated about the ins and outs of California Care. Norm has helped me two years in a row with my situations different both years, to obtain health coverage that was affordable and comprehensive. My friend called him from out of the area and he did a great job helping her save mid-year as he knows how to navigate the new Obama Care programs. Thank you Norm! Your help and service is greatly appreciated!

What can I add that hasn't already been said about David Fisher's practice? My mom had been using…read moreDavid's firm's services for over 10 years for both trust and personal taxes. When my father passed away, my mom struggled to pick up the pieces. Between filing for her own health insurance, preparing paperwork for his pension, and figuring out things she'd never had to figure out before, she was beside herself. She was diagnosed with a neurological condition and subsequently had a stroke. She was struggling to live and went into skilled nursing for a month so was unreachable. I contacted David's office since there had been an extension in filing date granted due to COVID, but wanted to also make sure I could pick things up in the meantime. I noted that there was a note saying my mom had used an incorrect TIN for one of the pieces of paperwork, and according to my mom, she'd been in the process of rectifying that problem. Finally, when she was out of skilled nursing and, thankfully, alive, in the process of engaging attorneys to establish DPOA and a trust (and figure out how to keep her home up, pay caregivers, and manage her health), I went to David's office to sign the submittals and pay for her taxes. I inquired as to why filing her personal taxes was double the cost of previous years and was told that the trouble of the incorrect TIN had "made a mess" of things and cost several hours. I'm an engineer, not a CPA, but I do know that correcting an error in a spreadsheet and communicating that to a client does not double the effort of the service. Additionally, my mom was on a fixed income, burdened with sudden insane caregiving costs, and was mourning her husband. Surely, a firm who had been preparing her taxes for over ten years would provide some reprieve and not charge her ~$1000 for her personal taxes consisting largely of a pension and social security - after all, as a family owned business, they have some discretion over what they charge clients. David emerged from his office as this discussion was happening with his wife, and subsequently asserted that if my mom was cognitively impaired and overwhelmed with grief that I should have taken over her finances earlier. My mother was a bookkeeper and fiercely independent. Additionally, I was grieving too. The absolute lack of compassion took me aback. They subsequently offered to reduce our bill if we agreed to not come back as a client, like many of the other reviewers here who have faced their rage when they challenge them. I accepted, and they offered to efile. A few days later, I received a letter and email regarding the termination of services with their firm and that they had changed their minds regarding filing our taxes - this was less than a week before the filing deadline. They also stipulated that we were not to use their work for filing, leaving a grief-stricken overwhelmed family scrambling to find a CPA all because we were "very displeased" with their services and associated lack of discretion in billing. I've attached a letter I sent back to their office that has names of their personnel and my family redacted. Only after this letter did the firm reverse their decision and opt to file. As an aside, I hired a CPA to independently review the submittals and several errors were identified; we had to file addendums/corrections after the submittal. I strongly recommend going elsewhere. I've had very few encounters with such petulant professionals in my life.

Absolutely the best CPA I have ever used. David is thorough and knowledgeable. I will never use…read moreanyone else. I have been with him for over 15 years and have never had a problem. Highly recommended.