I purchased a home recently and also had many questions related to refinancing and different loan…read moreoptions for a refi. The timely and expert advice I received from Robert and his team during this process were invaluable to me. I'm a fan of working with specialists in their field so that I don't have to try and know it all or keep up with it all. Robert is a true professional and knows this business better than anyone else I've met in the mortgage industry. I'm a real estate broker and have seen first hand the broad spectrum of capability and professionalism (or lack thereof) in the mortgage business. The no-nonsense approach and the delivery of market data and financing options by the team at Cornerstone enables the client to better understand what will make the most sense for their unique situation. I was very impressed with the level of knowledge and understanding Robert and his team possess and the great lengths they go through to deliver great service to their clients. Highly recommend!

Hands down without preamble, Cornerstone Mortgage gets it done. While others brag service job#1…read morecornerstone authored the book. If there's one take away that separates them from this crowded space you can actually communicate with the whole team at any level. Plain English, no double talk. If you're tired of feeling like that squirrel in the wheel house, call Robert Copeland. State your business, discuss the business outcomes and be honest about your goals and expect the best service in the business. Highly recommended!

These people are a joke. I called on one of their listings for a laundromat that was for sale. The…read morebroker/agent called back and the first thing out of his mouth was "how much money do you have"!? I tried to ask him a bit more about the business and what the asking price was, just some BASIC questions. He kept telling me to text or email him and he would send me his website and that he could not tell me where the property/business was located. I tried asking him again about some of the basic questions about the laundromat. He then proceeds to hang up on me! Wow, what a great way to do business!

From the owner: We are a business brokerage company. We assist Small Business Sellers to sell their businesses at…read morebest available market terms. And we assist Small Business Buyers to get the best available business in the market as per their needs. We specialize in selling and buying businesses like Gas Stations, Liquor Stores, Coin laundry, Convenience stores, Grocery store & Markets, smoke shops, Mail stores, Pizza Restaurants, and Franchise businesses. We provide Business Brokerage services in Modesto, Sacramento, Stockton, Lodi, Merced, Madera, Tracy, Turlock, Patterson, Atwater, Delhi, Lathrop, Galt, Elk Grove, Citrus Heights, Amador county, Roseville, Davis, Alameda, Livermore, Dublin, Pleasanton, Fremont, Livingston, Newmen, Hughson, Himar, Gustine, and most of the Central Valley areas.

I've used Chuck's Big Ape Tax Service for the last couple years and each time was always a pleasant…read moreexperience. He is very helpful and my taxes were done in a timely manner. I also like that I was able to file virtually last time which made things even easier and saved me a drive to his office.

I had a very positive initial meeting where Chuck agreed to do my taxes. After uploading all the…read moreinformation to the shared file Chuck gave me, I never heard from him, despite repeated follow ups from me. After leaving a negative review, I was directed to contact him again- which I did, and still heard nothing back. This left me scrambling to get my taxes done, so unfortunately I can't recommend this service.

This institution is will not count coins; however, they have only ONE coin machine available to…read moreuse. I am now sitting across the room from someone with two large vessels of coins. I cannot stand in line because of the set up. If a banking institution is going to be non-responsive to its customers? It should not be surprised by people going elsewhere.

Even more disappointed with MOCSE due to how their credit card/debit card system is managed…read more Today I went on line to purchase two VIP tickets to an upcoming concert. The MOCSE system stopped my transaction and I lost these choice seats while dealing with their verification system. If their programmers were so smart, why didn't they detect that these are about the 11th and 12th such buys we have made in the past 12 months? I ended up booking two less desirable seats due to MOCSE's low bandwidth system. But wait, there's more...Shortly after jumping through all of their hoops and calling and speaking to a staff member, i tried to purchase three tickets to a place we are visiting in Scotland in July ($84), and the system wouldn't allow it. Even their staffer helping, me clearing cache, restarting the computer, you name it nothing worked. The vendor's system indicated it was a bank not approving the sale (yes I have no balance and an good credit rating). Neither the CC or the DC would work for either the MOCSE employee or I. To be extra fair, she tried to help as best she could but to no avail. She asked me to call another person, who so far has not returned my call. (I have already spent almost an hour on the phone dealing with this.) But wait, there's more. A few years ago, their system MISSED a fraudulent charge I caught and had to bring to their attention. Hampering my transactions has caused me inconvenience several times before, this is the worst so far. It is time to reduce my banking institutions to my other two. Not worth the frustration, I only opened the account to be supportive of the CU and it was close to where we live. Simply not enough bandwidth for prime time, I recommend a NO on them.

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Chris and Grant were fantastic! They constantly communicated with us on the status of our loan and…read moremade it super easy to work with them. They were able to get me a better rate than what I shopped for online. I regret even attempting not to use a local company that works with multiple lenders to get you the best terms. I would highly recommend California Mortgage for all your home loan and refinance needs!

A loan officer named Tammy has very poor work ethic, simply the worst experience of our life. She…read moresingle-handedly delayed our loan because she had to take care of "personal issues" this ended up costing us thousands of dollars!! If you decide to use this company, stay clear of Tammy!!

Very pleased with the service. Lisa and Louise are amazing. We went to them with a MESS due to our…read moreprevious "accountant". They were able to correct and submit our new ones. They are very helpful with questions and concerns. We also filed late and they still got it done. I would HIGHLY HIGHLY recommend.

I have been using Bill for over 20 years, and my parents used him before I did…read more I run 2 home businesses and live in San Francisco, and my deductions and income are quite complicated, but Bill has always done an amazing job getting everything situated and recorded in a timely fashion. He's also much more affordable than an accountant in San Francisco would be, so I would highly recommend!

As a real estate professional, I am always in search of a knowledgeable, professional and honest…read morelender to take my clients hand and walk them through the home buying process so that they have a great experience! George is that lender! I recently closed a sale with him and my clients had nothing but positive comments on his communication and ability to answer their questions in a way that it was easy to understand! I am introduced to lenders daily...and would only recommend the very best in the business, so if you are wanting a lender with competitive rates, and a personality that is friendly and understanding, that will keep you informed every step of the way...George is my recommendation!

George has helped me with my home loan, Refinances and Home equity line of credit over the past 17…read moreyears. George is extremely knowledgeable in his field and has the highest worth work ethic. I will continue to use George as my personal loan officer as long as he is alive.