Chris and his wonderful office manager Shannon do more than help me with my financials... They are…read morelike family... after an injury that resulted in a disability and I was unable to work for two years... they were so helpful and kind... I never wanted to draw from my retirement until needed... and I was beating myself up that I was so irresponsible... but they never made me feel bad... Quite the opposite... the cheerful cards that Shannon sent always came at just the right time when I needed a pick me up... We need more nice humans on this earth like Chris and Shannon. I'm so blessed to have them in my corner.

Chris is a great guy and an excellent financial advisor. He takes the time to understand how I like…read moreto manage my money, what my financial motivations are, and the needs of my family. I truly appreciate the unique way that he takes all of this information, adds in his expertise, and then helps me make informed decisions about my financial future that are beneficial AND make me feel comfortable. Chris has great customer service. He is easy to communicate with, I never feel rushed when talking to him, he always responds in a positive manner, and I feel like he completely focuses on the topic at hand. All of these factors make me comfortable working with Chris for the long term.

A very positive experience. They kept us informed and set reasonable expectations. Highly recommend…read morethem over dealing with a government agency yourself.

Excellent work; thank you for contacting me and helping me recover that money. Gracias por ayudarme…read morechicken muy buen trabajo

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.

Best Ever I have…read moredealt with some Mortgage Brokers before, but nothing like these guys. I met Andrew at a trade show and he said call and lets discuss. I filled out the paperwork and started talking to Kim and Cindy. They are amazing at what they do. The whole company is really taking care of the customer and especially Vets. I appreciate everything you have done for us. Thanks Guys

I have an A credit rating. I have worked for 40 years as a scientist. I applied for a…read morePre-Qualification loan with WealthWise Mortgage. I wanted to know how much money I could qualify for a house in Carmichael. I gave them the following documents: W-2's for 2018+2019, paystubs for the last two months, mortgage statements, bank statements, credit statements, insurance statements, tax bills, driver's licenses, and personal information. Remember i am not trying to lock an interest rate. I am simply asking to be "Prequalified for a loan." They asked me to sign 6 more declarations. I signed the two that were important. I told them they didn't need me to sign a Carbon Monoxide Detector required in the new home. What new home? I am asking to be prequalified only. I get a call from Andrew stating he won't due business with a client unless they sign all the forms. I asked him why it was mandatory to sign a CO2 detector when i was only asking for PreQual at this point. I told him it was not necessary at this point. He said, "I can't work with a client who won't comply." We parted ways. When a business owner becomes so entrenched in their own dogma that they can't see the client's side of the story....time to move on. BTW, I signed documents today with Loan Pal on my refinance. Never did they treat me like i was just a "JOHN" like this ego maniac Andrew. His tone was demeaning and authortarian. Do not do business with him. Take your loans to Loan Pal. Ask for Elmer Deleon.

Robert has fast in replying to my request and providing me with the information I needed…read more Unfortunately, he was not able to provide the specific service I required, but his quick response and willingness to walk the extra mile and provide information about who could help me speak about his professionalism and human quality. I am very grateful.

From the owner: Many people think life insurance is expensive and complicated, but that's not always the case! Here…read moreat the Harrison Brokerage, we work with over 30 carriers to find the best rates and policies to fit your specific needs and goals. Believe it or not, life insurance policies can start for under $10 a month!

Service was absolutely "non-existent." I'm optimistic that this one location does NOT represent…read morethe network of professional advisors that are under the Schwab brand. Folsom, DO BETTER!

I visited this Charles Schwab branch for help with an issue on my account, and Madeleine was…read moreincredible. She was kind, courteous, and even offered me a coffee while I waited. She really knew what she was doing and worked diligently to fix the problem. I'm genuinely grateful they have someone so friendly and helpful at the front desk, especially for customers who come in without appointments. Excellent service all around!

Capstone is the best firm in town. Chris and his team will go above and beyond for you. These guys…read morehave set the bar high for financial services.

From the owner: Capstone Financial Group has been helping individuals and businesses in the region meet their…read morefinancial goals since 1989.

I can't recommend Folsom Wealth Advisors enough! From our very first meeting, Heather made me feel…read morecompletely at ease with her genuine care and sincere desire to help. She's incredibly personable and takes the time to really understand your goals, values, and unique situation. She built a customized financial plan that fits our family's needs, and it's clear she's deeply committed to helping her clients succeed. I spent months trying to find the right fit for our financial planning needs, and I'm so glad we found Heather. One of Folsom Wealth Advisors' specialties is working with busy professionals who are raising young children. Her services are designed to meet the unique challenges we face, from managing competing priorities to planning for the future. She simplifies the process, offers guidance without pressure, and helps us make confident, informed decisions. She's incredibly responsive, thoughtful, and always makes time for our questions, big or small. It has been one year since Heather started helping us, and her services have absolutely been worth it. She's saved us a significant amount of money--especially during this tough economy--and we continue to see high value in her guidance and support. Working with her has been one of the best decisions we've made for our family's financial future.

From the owner: We save you hours with answers to your questions about equity, taxes, retirement, IPOs and more…read more Often people think of budgeting, buying a house, and investing as the three tools to effectively manage your money. We take a goals-based approach to financial planning to consider all the things you want to accomplish, and model out your financial decisions to determine the best course of action. This approach allows you to optimize your financial resources over your lifetime. We specialize in equity compensation and multi-year tax planning, we serve tech professionals and entrepreneurs. As fee-only fiduciaries, we always put your best interests first.

I've been working with Clay Welch and his staff on my taxes for the last few years. As a single…read moreparent that works full time and has little of my own free time, Clay and his staff (Chelsea) have been a great help on helping me get my stress level down during the tax season time. They are very professional and communicate while taking the time to listen to my concerns and offer suggestions on getting me changed over to HOH. The tax dome portal makes it easy to submit my receipts and documentation needed for filing each year. Thank you Clay and Chelsea for all your exceptional help throughout the years! I will continue to recommend you to others needing tax advice or filing preparations!

C&A Welch is simply the best tax firm!We've been using them for years. They are efficient and the…read morestaff is very friendly snd always helpful!