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.

Fidelity Office in Roseville - not good customer service experience. My wife and I went into…read moreFidelity Office in Roseville to move funds from an IRA into a cd in December 2025. The female employee that helped us was watching when I logged on to their computer and saw my password. So we needed to switch to another employee and change our password. We set-up 2 cd's and we always ask questions like: interest rate, length of cd, confirm non-callable, and if the cd pays interest monthly or at the end of the term. So the $80K cd we choose paid monthly however the maturity date was different monthly then the date the cd started. CD began on December 17, 2025 - so intuitively you would think on January 17, 2026 we would receive the first interest payment. That was not the case the first interest payment was not until February 1, 2026. This should have been communicated when we choose the cd.

Staff was very helpful and friendly. I like the free treats in the lobby. The gentleman at the…read morefront desk was nice and made an appointment for me. And I felt the gentleman who assisted me with my account was honest and kind.

My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.

Just got off the phone with some guy at Schwab in Texas. Refused to answer a simple question and…read morehung up on me. Will be looking somewhere else to invest

Trying to make money with investments is the purpose of investing. However.... not here, anyway!!!…read moreGavin was very uneasy trying to say that I'm too poor for his minimum financial threshold. He never even asked me what my financial investment intent was (I guess because I used the term "a little here/a little there and I'm looking to consolidate); but, he made it clear that he only works with investors with $250,000 or more. Then, do your job Gavin! If your client does not have that, help them achieve that goal. How insulting and rude to dismiss without even knowing any financial facts. If a client is below "your means", DO NOT deflect them onto another employee without meeting them first. Getting them in the door is half the battle...then, at that time, it can be discussed what's most beneficial for the client. How does he know what one has or doesn't have without meeting first? He was very quick to say, "I'll have Abe/Abraham (?) contact you" NOPE! Do not pass my info onto another. This is an awful way to conduct business. Oh, and for the investor friends that I know that are with Charles Schwab....I will send this review to them directly. Yet, they promote otherwise....see photo!!!

Dan has been very great to work with. He explained everything well and we trust him fully. He makes…read morehimself available to answer any questions we have. 100% recommend!

Danny is very easy to work with and always available with any questions I have! He helped me…read morethrough the process and explained everything in detail! I would highly recommend him to help you with any financial questions and needs you have!!

First time using FC360 this year for our tax preparation for both our individual and business. We…read morehave been very happy with them. Both Shane and Albina have been great to work with and are very responsive and friendly. Everything has been accurate and thorough. Our taxes were completed quickly and in a timely manner. Definitely looking forward to continuing to work with them going forward.

I highly recommend FC360 tax services to anyone looking. I was a lost and unsure about many things…read moreand Shane made everything so easy and always answers all my questions. The entire staff is always very friendly and helpful

My first review of 2026 and this place is worthy of it. I…read moream not currently a AAA member but after my visit here today, my husband and I have decided to sign up. This triple AAA Galleria location is a one stop shop for so many things home/automotive/home security.. We were buying a used vehicle, private party, and met the owner there to do the DMV transfer paperwork. We were in and out in 20 minutes! It's located in the Galleria parking lot near the entrance for El Fornaio restaurant. Everyone was so very kind and it's such a clean and organized building inside. I would rather spend 20 minutes in an office in an hour at the DMV any day! Time is so valuable- and having a AAA membership being able to pop in here for so many things is such a huge help. My husband even asked the greeter at the front. Oh, you guys have a whole body shop here? And they said yes.! how cool is that?

AAA Roseville Galleria office was so helpful and efficient in helping us take care of our DMV…read moreneeds. We had to get a transaction done for my sister and then one for my elderly father . They were so helpful and nice helping us execute complicated paperwork. Richard and Savannah were so efficient and knowledgeable and kind/friendly! Really great customer service and support. Made our day to have such a pleasant positive experience! Highly recommend this location for AAA.

A Most incompetent group. They either can't or wont discuss…read morebasic information and concerns regarding policies you own . Poor service . Poor investment.

If you want to throw away your money this is the place to go. These people are thieves. We invested…read moreour money in Sacramento office in Northwestern Mutual with Brian Boyd he lied to us about everything and cheated us. When I try to talk about investment with the management they assigned another person. That employee was totally unprofessional and was hitting on me. He was very inappropriate and it was a sexual harassment. I refuse to work with him and informed the management. Then they replaced that person too. I was trying to find out why our investments keep going down not up. My husband closed the account. Eventually manager keep telling me oh no we will get to it. He was keep lying to us about profit money being tax-free and all our investments will be going up over the years. We were with this company since 2007. We lost most of our own invested money. When we try to talk to investment office in Douglas people were unprofessional and scumbags just like Sacramento office and the secretary who answer the phone totally rude and inappropriate all of these people should be arrested. Then I closed my account soon after that. Do not invest anything with these people because you would lose your money.

BEWARE**** DO NOT USE THIS BANK as a TRUSTEE for your estate. Tiffany Terrell is a nightmare to…read morework with. She never answers calls. Is perpetually in 'meetings'. Takes about 48-72 hours to return emails and is extremely unprofessional. Their fees are beyond excessive. DO YOUR HOMEWORK this is not the bank to manage your trust. The issue of competence for my mom came up and she latched on like a dog on a bone. She WANTS my mom to be declared incompetent. When I told her my mother would be retested in 3 months because the test was done the day after my father's passing she said she didn't care. BEWARE*****

I had a $100 balance in a checking account. EB sent me a notice that it would turn the funds over…read moreto the govt. since the account had been inactive for several months. When I contacted the branch on a few occasions, I received poor customer service to reclaim my money. Also Exchange has a poor presence in the Sacramento proper area. I would DISCOURAGE most people from doing business with them. $100 is not much money, but we've been in a recession for two years and counting... and it could make a difference to any number of charities I like to support.

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.