Tim and Mindy are very personable and have done very well investing my money! I totally trust them…read moreand they take their time explaining investments! I recommend them five stars

Very personable and helpful, quick to respond. Will answer any and all questions you have about…read moreinvesting. Tim looks out for your best interests.

I can't fully express how grateful I am to have someone as exceptional as Dustin managing my…read morefinances. I've worked with other firms in the past, and none have come close to delivering the same level of results or care. While I won't go into specifics, my portfolio has grown significantly under his guidance--far surpassing what I experienced with previous "expert" advice. What truly sets Dustin apart is his personal approach. He takes the time to understand your goals, asks thoughtful questions, and offers recommendations that genuinely align with your needs. It's clear he cares about his clients and their success.

I had a great experience working with Dustin Roberts at DR Wealth. He helped me build my IRA…read moreaccount portfolio and made the whole process very easy to understand. He has great communication skills and took the time to clearly break everything down, including setting goals for the next 3 to 5 years so I know exactly what the plan is moving forward. What really stood out to me was the value he provides. He doesn't only do IRA portfolios he also helps with full financial planning, investment management, real estate, lending solutions, and wealth preservation. It feels like having a complete financial plan instead of just opening an account. If anyone is looking for wealth management, financial planning, or help building their financial future, I would definitely recommend calling Dustin Roberts at DR Wealth.

Always helpful. They are also protective of our money. Shaney in Angel's camp is amazing!!read more

I've been a member of this bank for years. Way back when it was Robabank. From the moment I walk in…read moreI'm always greated with a smile and my first name. The staff make it very easy for me when I'm there. They all have very good memories because I never need to tell them my long difficult name for my transactions. It's seems they have already got my account pulled up before I get to the counter. Service is super fast. Usually there is no line when I come in, but on days when they're real busy I have noticed that they are very fast and efficient at the same time being very polite and smiling. The staff should all be getting metals or blue ribbons for their customer care. This is the first bank in my life where I actually look forward to their warmth that their smiles and good cheer bring. I'm happy to call them all a friend. Also too, I've had to make some wire transfers which were a considerable amount of money. Before they started the transfer the did background checks on the establishment to make sure everything was on the up and up. There was one time I received a check I was told was good because I was selling my car. When I brought the check to the counter B.J., one of the gals there noticed something funny about the check and brought it to management. They did some searching on my behalf and found out that the bank the check was drawn on never even existed. It was a bogus check. Ultimately, saving me from getting scammed. I owe a lot of thanks to Bre, Shaynee, B.J., Courtney and others for their attention to detail. And for always making me feel welcomed. After my visit with the bank I'm always energized a bit from the smiles and laughs I experienced. The overall experience for me is that I prefer to go in the bank because of them, rather than using the ATM on the side. Again, they all deserve brownies and flowers for the five star service they provide. I only wish other businesses had people like this working for them. The world would be a better place because of it. Finally, thank you to all the ladies that have shown me kindness and patience. I hope this Yelp review reaches all of you and reaches you well. Until we meet again. -Scott Loofburrow

I met with Dede(Didi) on a Sunday! They're open on a Sunday!!! (2-5pm) very sweet and highly…read moreknowledgeable person who got us through our appointment with ease. We had an opportunity to network with her and I've got a notary for future life events! She was able to take card payment via a handheld by the way! Thanks Ever Cloud signing for the excellent service and also for being available on a weekend! *** I also have to mention that they do mobile notary appointments!

From the owner: Wealth strategy begins here. Your next Money Move is more simple than you think. We work on wealth…read morewhether you are employed, self employed, a business owner, college student, retirees, young adult or people just wanting to take their next step in life.

AirBnb.com/h/stay-at-4K We used Nicole for 3 transactions in Calaveras county. In fact, she's the…read morereason we are living where we are as she thought of our family when she was looking at a property unrelated to us. She helped us with our recent sale and she was transparent, proactive, and patient. She singlehandedly finessed the close of our home sale. Nicole is down to earth, reassuring, and made us feel comfortable with any decisions we had to make. Can't imagine doing anything with real estate with anyone else. Great sense of humor, too :)

Nicole represented us buying a cabin a few months ago, and was fantastic. If you're not local, it's…read moreeven more important to have someone experienced who knows the area- and Nicole provided us such great advice. Would recommend her to everyone!