Safeco/liberty mutual. Do not honor your policy…read more agents are rude and make up excuses to deny your claim. delayed water mitigation on my home for 6 weeks since atmospheric river of 2/9/24. More rain coming. Get a new policy quickly.

I was looking to buy some life insurance, transfer my IRA, get a 401k for my company and pretty…read moremuch start planning my retirement for the future. Basically all that stuff you're supposed to do when you're ready to become an adult. Am I truly ready to become an adult? I don't know but like they say it's always better to start earlier then later. After talking with some colleagues and friends to find out who they used as their financial planner, Garrett Vanneman came up a few times so I thought I'd give them a call. I'm really happy with my decision of choosing a smaller firm instead of one of the larger companies. I work directly with Garrett, who grew up in Roseville. He's also a Certified Financial Planner, which I've read takes passing a very difficult test to get the certification. He took the time to listen to my goals and checked out my financial situation and was able to help me set up the correct life insurance policies and an IRA. One thing I really liked was Garrett was able to find me a less expensive insurance through my professional work organization then he was able to find on his own. And instead of pressuring me to buy one of his insurances, he told me the other would be a better deal. So I really appreciate his honesty and that he is looking out for me. Other things I really like about their office is they are really easy to get a hold of and they always call me back or email me right away whenever I have any questions. The front office staff of Nicole and Linda are very friendly and always eager to help. Overall, if you're looking for a financial planning service or a company to help with your 401k, I would recommend Vanneman Financial Group for honest advice and great customer service.

Grant and his team are a fabulous resource for your investments and money management. Professional,…read moreknowledgeable, trustworthy, efficient, and kind. When my husband passed unexpectedly, I was at a loss on how to handle my money and Grant has been a guiding light through very chaotic times. His advice has been invaluable and importantly, my investments have been growing. I highly recommend his firm.

We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

Tony and his staff provide amazing service. Taxes done quickly and efficiently, they are always…read moreprofessional. Would recommend Tony for any tax challenges that you may have, my family has used him for years.

Tony Graupensperger has been our family CPA for a number of years. He has handled our corporate…read moredetails as well as our personal taxes and records. He is professional, knowledgeable and always available for questions. Occasionally I have had to wait for a return phone call, mostly during tax season. -That's totally understandable. I have and will continue to refer Tony to my clients. Thank you Tony for always being there for our family.

Yes ! They will happily manage your money! The Wealth comes in on their part of the deal in a short…read moreperiod of time (very short) they made 11 grand while watching my money make 3 grand! For years they have been doing this to my financially ignorant husband and myself !!! Shortly after my husbands death 5 months ago I inquired about what they do for all this-and got a lot of talk and paperwork... after moving my money and leaving the firm I see how much money the made off of our ignorance!! Shame on them!!! My husbands and my retirement funds!!! How many more innocent people are being taken ... if I could have given them 0 stars that's what I would have done! OMG! Now it is Months later and I revived a request asking me to take down my Yelp review.. with an apology and lame explanations of my misunderstandings!!! Haha.. I do not accept your lame apology for my stupidity in trusting you with my money!!!! I stand by my review!!

Over the past three years Brad Sullivan has provided great advice with such a passionate attitude…read more He puts his heart and mind into his responses and we can truly feel he is looking for the best possible solution for me and my parents. On another note, Brad has helped clients of mine in the home healthcare industry find financial and estate planning solutions for the elderly / end-of life situations we work with in our business. He is very knowledgeable with the matters relating to elder care issues and got us in touch with wonderful attorneys who also helped out these families. He's an advisor who is smart and who cares, and it shows.

We have used EDH tax solutions last year with no issues. This year is different…read more Our tax was supposed to be delivered by 4/13, then they said 4/28, then 5/21, then they said it was under final review in May, nothing happened in June, then they said it was on their calendar for delivery by 7/19 which didn't happen. Now it's August and we still have not received our tax return.

Called in for an appointment for trust in January 2026. Received information over the phone and…read morepricing and then an emails with the fees discussed and a link to pay. Paid a fee for consultation and made an appointment in March. Was provided an email with the break down of fees. March Friday - Consultation went well, we were told an email will be sent with questionnaire form to complete and instructions to pay along with a link to upload documents. Tuesday - the next week- I called and asked I only received an email with a link to pay. No drop down, no amount, no questionnaire form. The person on the phone stated I need to choose from a drop down. I was shocked- because there was no drop down, just a blank space to type in the amount. They were not familiar with there one pay system. The person stated payment in full is required in order to get a link to upload documents and the questionnaire form. This was never mentioned in the consultation or in the email. In addition, first email I received has one set of pricing and the email I received after the consultation increase by $350.00 When I forwarded the original email and asked if they will be honoring the original quoted price. There response was "The Fiduciary Tax Return reservation fee for our early bird engagement bookings " So - NO they are not honoring No mention in the email about early bird or price only good for 30 days- nothing. This is what got me- In addition they stated this word for word copied from email. "I checked our availability with the team and was informed that we are currently full and not accepting any new fiduciary engagements until further notice. Unfortunately, this means that we cannot take on your engagement at this time but we can add you to our wait list upon your request. I have already initiated the refund for your New Client Consultation fee of $62.50 so you should see it post to your credit card within a few days." So I was dropped - on Friday they stated they have room. Very interesting. Needless to say, this left me in a challenging situation- trying to find an accountant on a short notice to file my taxes. I don't do reviews very often as I understand things happen and I grew up with a Family business , but 2 weeks later I am still struggling to find an accountant.

Desert Capital has your interests in mind and helps you develop a financial plan that meets your…read moreneeds. They are knowledgeable and go above and beyond to help you be successful.

5 Star Service. Stephanie Mearse and her team are fantastic. Everyone I have worked with has been…read morevery knowledgeable and helpful. They have frequent Zoom meetings where we get to see presentations from the companies we are investing in. I think is valuable to hear the goals and future plans from the companies I'm invested in. I know my retirement plans are in good hands. I would highly recommend Desert Capital to everyone

I have been working with Jeff and Camille and the Monolith staff for many great years. I feel…read morecompletely confident in their understanding of my financial goals and their strategies to help me succeed in meeting them. I have always been treated with patience and respect and a genuine interest in my peace of mind, financially. I am also very impressed with their devotion to ongoing education in the complexities of the financial world. I highly recommend the Monolith Financial organization to those seeking financial understanding and success.

We have been doing business with Jeff Mitchell for many years and I just wanted to acknowledge his…read morevery professional Financial group. We have always been treated very special and have been given excellent financial advise. Jeff's staff is also superb. I would recommend Monolith Financial Group to anyone that cares about their financial health.