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.

We absolutely love and trust Sterling Financial Group! Gary and Angela have helped us navigate our…read moreretirement planning with grace, compassion, and genuine humanity. They offer honest, straightforward advice with no BS--just thoughtful analysis and a clear focus on what matters most to us. We couldn't be happier with the portfolio they've developed for us, taking a big-picture approach to our financial future and helping us feel confident about the road ahead. We highly recommend Sterling Financial Group to anyone looking for knowledgeable, trustworthy financial professionals who truly care about their clients!

I met Gary so long ago, I can't even remember what year it was. I was young (ish) and he was young…read more(er!). My husband and I had a small amount of money invested with a very nice guy who was connected to a very well known and reputable money management team. That person did not do a bad job, but he also did not make us any money. I don't know what precipitated our meeting, but somehow Gary and I were in his first office talking about money. He was new to the business and of course that made me slightly nervous. That being said, I immediately felt a connection to Gary - he was smart, current, funny, relatable and most importantly I had an innate feeling that I could trust him. I had zero background information on Gary nor did I take it upon myself to find any. I just trusted my gut instinct after meeting with him and moved our entire life savings into Gary's hands. When we first made the jump I made my goals to Gary clear....he was to make us LOTS of money for the future - but our risk tolerance was....ZERO! At that point I left it all in his hands and my husband and I have had no input as to how our money was (nor continues to be) invested. Every now and then Gary tries to explain something to me and my eyes glaze over and I tell him - just do what you think is best knowing our situation. Over the years, I have come to know Gary and Angela pretty well....mostly by phone and email but with some in person meetings as well. I try never to look at our account balance as I don't want to be too depressed or excited, whichever the case may be. Recently I have had to contact Gary and Angela about some financial planning as retirement should be close. (Albeit I figured we didn't have near enough money for that!) When I logged in to our account (it had probably been two years since I last looked because I couldn't remember how to log in), I was stunned to see how much money we have! Gary and Angela seem to be available to me 24/7 (my work and travel schedule is crazy and I often have no idea what time it is that I am emailing them). If I ask for something - it is done within the day ...even when I do not ask for the immediacy! As I look back I think how lucky I am to have had a chance meeting with Gary and that my gauge of a persons intelligence and integrity turned out to be so accurate! I will be a lifelong client of Sterling Retirement Group and while I am sure I am not in the top percent of account holders there now, they make me feel like the most important client they have!

Tidwell & Associates is an amazing firm…read more I needed some guidance on tax planning and they were perfect. The offices and staff were welcoming and professional. I met with Mike Wells who was extremely knowledgeable, prepared, and friendly. After reviewing my situation he presented me with options that I hadn't considered and helped me make a much better plan. He also provided me with resources to take home to help me further. I'm looking forward to working with them in the future, they are wonderful. If you're looking for a CPA, I highly recommend Tidwell & Associates.

Clear, concise and professional guidance with regards to my appraisal and questions. Could not be…read moremore happy with Tidwell & Associates. Best in the county!

Financial adviser for this location is Garrick Gookin. I have entrusted him with my retirement…read morefunds (no matter how meager), over several years of ups and downs. And I have to say that he has always been there for me even through these trying economic times. This company is always keeping me apprised by phone, mail or email about the latest local and world money issues. Answering questions and making recommendations as needed. Garrick is very wise and knowledgeable about every aspect of the financial world. I'm very impressed at how well informed he is and in return passes this knowledge on to his clients. Even if you don't want to know, because frankly the stock market has been pretty scary these days! But at least his positive attitude and reassurances have helped me to at least get some sleep at night! I'm feeling more comfortable now that my retirement plan is in good hands. (Now if only he was psychic)! There is even a cute and friendly neighborhood rooster that greets you when you approach the office! That must mean good luck, right?

From the owner: Started in Loomis CA under a different name. Changed name to South Placer Wealth Management Group…read morein 2011

Ben and Darlene go above and beyond tax preparation. They are very thorough and prepare me for what…read moreI will need to have for my tax preparations year after year. I will never go to H&R block again because their prices are outrageous and the customer service is not there. Cal Co Tax have very reasonable prices for tax returns. Ben is such a pleasant CPA to work with. I cannot say enough good things about working with them. I do not think that anyone will be disappointed with their services.

All I can say is WOW! Felt like family doing my taxes! Such a genuine business! Anyone who wants…read morea good kind hearted experience go see them!! Ben helped me out today and was thorough and kept explaining everything to me and was all around professional!! This was the first time I had someone do my taxes and by far it was absolutely a great experience. Anyone who needs someone I highly recommend this business! Thank you so much for your kindness and help!!

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.

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.

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.

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.

I meet with Macjames Thatcher to follow up and received excellent advice. James is trustworthy and…read morehonest I will use the advice and call as recommended if I have any questions. Thanks James for your help.

They send unsolicited junk mail, even though I am on the 'do not send' list and opted out of…read moresolicitations on my paperwork. They pay third party companies to buy contact information and ignore removal requests.

We are now one year into our moving our funds to Peak Financial. We do not have any children and…read morewe wanted to keep our investments safe, but at the same time, get an income stream. We chose Peak Financial with this in mind. Other advisors always wanted us to lock our money away into long term accounts with no income stream until 10 or so years. By moving to Peak Financial, we have a safe long term income stream that we can enjoy now and still have for the future. We do not want to gamble with the huge risk other firms promote. Our goal is not to make as much as we can. Our goal is to have a reliable investment that will allow us to live the rest of our lives in safety. In regards to the negative reviews, they did not choose to go with Peak Financial. That is their option. It is not for everyone. If you are a gambler who wants to risk your money on the hope of large returns. this is not your investment. If you want safe and reliable income, Peak Financial is your choice.

I got a card in the mail, inviting me to a dinner presentation at Scott's Seafood. I called to…read moreinvestigate. They said they only wanted retired people with $1 million to invest, not including real estate, snacks at 5:45pm, presentation 6-7pm, then dinner and dessert. I asked who pays for dinner and dessert and what's the menu. They wouldn't answer, telling me I had to ask someone else, who they wouldn't identify, or when or how I could get ahold of them. I said, "Wrong answer, that makes me suspicious," and hung up. It sounds like a big waste of time, luring people with empty promises. Avoid people who can't be straight with you. They're scams and con jobs.

I seriously doubt you can find anyone better to do your taxes than Peter Gaylord no matter how…read morecomplicated they are. Peter is extremely knowledgeable and professional. He always answered his phone and responded to all emails quickly and in a polite, calm and helpful way. I asked endless questions and he answered them all. He guided me in what he needed so I never worried I was leaving something out. And finally, he was able to file my taxes the first day the IRS accepted them.

Excellent work. Incredibly detailed, professional, super responsive. Really great process…read more We had a very complex tax situation (stocks, K1s, international concerns, etc), and Peter patiently and extremely thoroughly explained how we would handle it, and what was needed. I can't say enough good things about Peter!