From the day I met Garrett, I could tell he was the right person to trust with my finances and…read moreplanning for the future. He's easy to talk to, easy to trust, and you can tell he genuinely has your best interest in mind with every suggestion he makes. Garrett is extremely professional, knowledgeable, and absolutely worth meeting with if you have any questions about your finances or planning for the future. And, of course, the best part: he makes you money! Couldn't recommend him more.

Great crew, always on it! Wouldn't trust my money with anyone else. Very clear with what they're…read moredoing and no need to worry about correct choices being made.

Steve has been an excellent financial advisor and I don't think I could trust anyone else to handle…read moremy investments. I've had some very unique situations that he was able to help me correct to keep my portfolio growing.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Read through to the bottom is the recommendation…read more This review is for the Wells Fargo located on Hwy 49 & Bell in Auburn, CA. Wells Fargo stole $240.00 from four of my Savings Accounts with them, over the course of the past 5-6 months. Apparently, if the balance on an account dips below $1500.00, they take $12.00 for "Service Fee." So, in essence, I really do not have access to $6000.00 of my own money (4 x $1500.00)! Wells Fargo uses that money for loans and investments, so again, in essence, it is blackmail. "If you do not leave your money in our bank, we charge you $12.00 every month." Am I the only customer that did not know this? I have been a Wells Fargo customer since 1978, and stayed with them through all their financial problems, lawsuits, and fraudulent behavior, because they have always treated me, as a valued customer, and made things right. WELL, NO LONGER. I asked for all the $12.00 charges (all 20 of them) to be reversed because I was not aware of this new practice of theirs. The banker, Ampily Biju, who helped me was sweet and tried to credit back all the charges, but she was limited to only being able to credit two charges per account. She did a great job of explaining what she was doing throughout the whole process. But when I asked to speak to the bank manager, he came across as arrogant and rude. He stated that Ampily had explained to him what the situation was, and he stated that Wells Fargo has changed their policy (again, unbeknownst to me), and the branches are only allowed to credit two charges maximum on any account, in a twelve-month period. He further explained that this policy was to "treat everyone equally." It made absolutely no difference that I had been a customer for almost 50-years. Obviously, it no longer matters to Wells Fargo that they keep loyal customers anymore, because of the $144.00 in "Service Fees" (and making a lot of money from me, on interest, by financing the purchase of our two homes) they refuse to credit back to my accounts, they will be losing a faithful customer of 47-years. I may not have a lot of money, but Wells Fargo was founded on the basis of treating people fairly, and "Henry Wells demanded that courtesy dominate all transactions, and the company served all, regardless of creed, colour, or gender." This male bank manager basically told me (a woman) that my business is not valued by Wells Fargo any longer. I guess they have just gotten too big to care about the working class of people. "As one of the world's largest financial services institutions, the work we do at Wells Fargo brings real responsibility. It requires that we act with the highest standards of trust and integrity. Each day we make decisions in how to conduct our business and serve our customers and communities. This Code of Conduct, together with our Employee Handbook and other company policies, guides us in how to do the right thing in the right way." Excerpt taken from Wells Fargo's "Code of Conduct - Message from the CEO," Charles W. Scharf. This branch manager failed in his Code of Conduct by showing no empathy or concern for my complaint. No integrity when he stated, "It was not his fault that I do not monitor my bank accounts," to which I replied, "I should NOT have to." I should not have to look at my savings accounts every month to ensure that Wells Fargo is not stealing from me. My trust in this institution has been shattered.

I am handling a trust for my in-laws and had to close one account and create a new trust account…read more There were some complexities accessing the old account and involved my brother-in-law who lives out of town. We were unsuccessful with getting anywhere with another branch (the folks at that branch didn't know anything and weren't interesting in figuring things out). I decided to stop in at this location. The personal banker I worked with, Ms. Vargas, was extremely competent and helpful. She was extremely good at keeping me updated via email and had a "can-do" attitude. It took a couple of visits to get everything straightened out, but everything worked out in the end. I recommend this branch to anyone considering using this bank.

This place is filled with super helpful kind people. i appreciate all the awesome high quality…read morepeople.

Though many services are offered, they are next to impossible to access. No one answers the phone…read moreand the phone tree does not include any where to access a PERSON. The hold times are ridiculous. I was trying to access their offering to take passport photos. No where was this offering noted, either on the phone or online. Gotta say, I've paid for this service for over 20 years and aside for one tow, I've never used it. What a waste.

Don't waste your time with these clowns! Here's the story:…read more I needed a business account for my new California LLC. I went online and chatted with a representative before heading to the branch, as I wanted to be sure I had all the paperwork I needed to complete everything. You might have thought he would have mentioned you have to have an appointment to open an account. He did't, you do, so I wasted a half hour mountain drive from my home to go there for nothing, then another half hour mountain drive home on a Friday. The woman at the Auburn branch took my paperwork, said it would not be for nothing as everything would be set up for my new Monday appointment and she would let me know in advance if anything else was needed. I go back on Monday, (another hour long round trip mountain drive) only to be informed that because I do not have a physical office, they will not open a business account. I find this hard to believe, there are no end to number of businesses that do not need nor have physical offices, but two women insisted this is the case. Also neither of them had ever heard of such a "strange thing" as a registered agent, something every corporation is required to have. They almost acted like I was trying to pull some sort of scam. So I have a physical address filed with the state with my registered agent, I have a business PO Box mailing address, and I have a local physical personal residence address, but nope, not good enough, you MUST have an office. Honestly, if they are this incompetent and uninformed, maybe this was a blessing in disguise. You try to do the right thing and support smaller businesses, but sometimes it just does not pay. Meet me half way guys! HUGE waste of time and displays of incompetence.

I have had nothing but good experiences with this credit union office. I have a business checking &…read moresavings that I run as a nonprofit, and a personal checking and savings for everything else. This was my first credit union experience and it's all been good. I use computers but am not computer-savvy, and have needed a lot of help and used a lot of their time, and they have always been patient and helpful. I'm an aging Boomer, and the questions and requests with which I come to them deserve looks of exasperation, but there haven't been any; just patient helpfulness. It's also amazing how many services are free, compared to the two banks where I also have accounts. I'm planning to dump Wells Fargo because First US is so much better.

Been using Mike Wilson for our taxes for over 30 yrs. Wouldn't go anywhere else . Honest,…read more reliable, affordable, friendly staff, prompt reply when needed. Class Act !!!

We have had our taxes done here for many years and they are always done…read moreaccurately and in a timely manner. Whenever we need tax information needed, Dave on top of all things tax related and explains things clearly, outstanding!

Mark Mishler is my financial security adviser here at Edward Jones. For years I've made these…read moredecisions on my own. Big mistake. Mark is great and emphasizes that it's never too late to start saving for the future. No shame here (lucky for me). Mark's assistant, Michelle, is fantastic. Super knowledgeable and a great sense of humor to boot. Thanks to both of you. ( :

Mark Mishler has been handling my investments for several years. I can count on him to call me…read morewith any changes or updates and I trust him completely to help me make informed decisions with regards to my investments and finances. His sense of humor and warm, friendly demeanor is always something I look forward to.

Moved all of our insurance, had been here with Fred Vitas for thirty plus years Service had become…read moreunbearable. No service no help no follow up. I am sure they will notice the loss. Wayne Klauer

Being a small business owner in California can be an expensive soul crushing experience that can…read moretruly gift you with a free lesson in fortitude and perseverance. I have worked with several insurance company over the years and by far Vitas is the BEST. Katie and Devon are on top of things, and they make everything sooooo easy. They are super helpful, reassuring, and knowledgeable. Their communication and promptness is superb. I cant say enough great things about Vitas AND the Katie/Devon team. Awesome job AND they are local. Thank you!!!!!!

Nothing in the field of financial management has as much value as personal caring and the sincere…read moreattention one receives from their Advisor. David is that guide; that Advisor, who deeply understands a client's needs per the client. Thank you David!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Called looking for some tax/financial advice. 4 days later I get a call back and explain that while…read moremy husband and I have each done our taxes ourselves in the past we are now in a more complex financial situation with higher income, being married, having a child, investments etc. we were looking for someone to help us figure out our situation from a tax perspective as last year we ended up owing quite a bit unexpectedly. Gary told me that he only helps clients. I asked if he charged an hourly rate and if we could at least meet with him. I said that we were interested in becoming clients, but would prefer to at least meet first and discuss our current situation. Gary was reluctant to help me and stated that if I were one of his existing 400 clients he would probably be able to help, but that he thought I should just use the IRS online calculator. I explained that I had already done this and needed further professional help. Gary suggested I call someone else. I'm glad he is doing so well he can afford to turn down wealthy clients, but I'm very much not impressed.

Gary has been doing my taxes for 20+ years. I haven't left a review until now as I happened to see…read morethat someone gave him "1 star" which even after reading the review is completely unwarranted. (Side note: reviews need to be objective for them to be of any value. A 1-star review should be reserved for someone that shuts a door in your face, gives horrific customer service, etc. The system is not meant to be a subjective measurement of how personally offended you are at the moment that you didn't get what you wanted, or that you were told "no". Last bit: the fact that that '1-star' reviewer felt she had to mention that she wasn't treated in a manner commensurate with 'her wealth' speaks volumes.) I give Gary extra kudos for remaining in his integrity and saying, 'no'. Ok, off soapbox, which I only climbed upon to say that Gary is very knowledgeable, professional, stays current on the tax laws, has done a stellar job for decades, works hard for the fastest turn-around time, is flexible as heck with appointments, and on top of it is kind-hearted and easy to work with. So this is an Objective 5-star review. ;) -Linda, B. Meadow V.