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.

Excellent service, very professional and kind. My funds were recovered with minimal effort on my…read morepart. I would highly recomnend and I will use them again if needed

I got a letter from capital pacific group asset recovery saying I avalable for a clame, I emailed…read moreand called and never received a reply. Google search says there lagit and no scam but why did they not get back to me. Well shortly after this post I got a email , it's lagit.

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!

Liz was great. She was very thorough and knowledgeable…read more Really got to know my specific situation and needs. She came up with a really great long term strategy for me. Made me feel very reassured and confident. I would definitely recommend her.

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!

My husband and I have been using Dan for a few years now. He is the best! It is hard to be…read morepassionate about your CPA, but let me tell you Dan has gone the extra mile and then some for us. We have had some complicated and time consuming decisions to make and Dan has been right there, on Friday night, at 8:00 pm, listening to me panic, missing his yoga class and dinner with his family! AND on more than one occasion! Plus- he is just an easy person to deal with, a true pleasure to work with. I have not worked with the other CPAs in the office, but I have been in the office on many occasions, the reception staff is always welcoming, making us tea, coffee or what ever. When I have had to contact the office the front staff is very accommodating, sending me email information or what ever I need ASAP- usually w/i minutes. Prices have been extremely fair, especially if you need work done that is not simply yearly taxes.

I am a new owner of a construction business and making sure that all my accounting is in order is…read moreso important. We were referred to Staszak and Company from On Track Business Management and what a great fit! Matthew Winger, Daniel Staszak and Laurie Staszak were happy to answer any questions I had and they always got right back to me. I will continue to do business with their firm and I'm grateful for their help and professionalism!

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 want to give a big thanks to JJ and his Team, this is my second time purchasing a home with JJ…read morethe process was smooth and closed at the date as planned. Thanks to Lindsay for being patient helping and walking me through out the whole process. Well recommended Team

The JJ Mack Team made the home buying process surprisingly easy. The whole process took about a…read moremonth or maybe a bit more from the time I initially applied to closing (not including the leisurely time taken to browse homes). The team was adaptable and added a coborrower mid process. Shout out to Lindsay who was great in the process! They were very clear about next steps each time.