We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

Daniel and his staff have done excellent work in managing our 401K retirement accounts. We started…read moreout with Parkshore Wealth Management founder Harold in the early 1990's and have seen consistent growth over the years which now has provided us with a very comfortable retirement. With Harold now retired we are very confident with the companies handling of our retirement funds now and in the future. Thanks to Daniel and his staff Dennis and Leslie

I very much appreciate the fact that Parkshore does not bury me in financial jargon they know I…read morewon't understand. I always felt that my previous advisors did that to make me feel small and dumb. With the intention of never never chllenging anything they did with my $$. Parkshore always answers my questions with simple and clear English explanations ... and they have made my portfolio make steady progress regardless what kind of news is on the radio. They are very responsive to any request I make for withdrawing any money, and never challenge or question me. Honestly I can't think of anything I'd like them to so that they are already doing without being asked!!

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.

Liz was very welcoming and made us feel at ease. Her knowledge has been very helpful for planning…read morefor our future.

First time using FC360 this year for our tax preparation for both our individual and business. We…read morehave been very happy with them. Both Shane and Albina have been great to work with and are very responsive and friendly. Everything has been accurate and thorough. Our taxes were completed quickly and in a timely manner. Definitely looking forward to continuing to work with them going forward.

I highly recommend FC360 tax services to anyone looking. I was a lost and unsure about many things…read moreand Shane made everything so easy and always answers all my questions. The entire staff is always very friendly and helpful

Everyone I met at Peak Finacial was pleasant and very professional. Every aspect of my…read morecomprehensive retirement income plan was presented in easy to understand terms with graphs and computer screens. After every meeting my Wife and I fully understood what was being presented and why. Every question was answered fully along with all pros and cons considered before we made any decisions. There was never any pressure to make a commitment and I felt, if I had the inclination, I could have walked away at any time with a free retirement plan in hand. I did a lot of research online, on the radio, read books, and took classes from other fiduciaries. Peak financial is a top notch company. I hold Mr. Jim Files in the highest regard, he is a man of integrity and a professional.

My experience is good and I'm in the process of deciding it's a lot of information. I just received…read moremy binder and I have a lot to look at. They are very kind and respectful and have taken a lot of time with me.

Came in with no prior trading knowledge, was a bit intimidated but excited to learn something new…read more I wanted to better control my money and not pay someone else a commission to manage my $$. The first few days are overwhelming with so much information to saturate the brain. I wondered if I would ever be able to put all the information together and actually apply it to a real trade on my own! Well, the day came to make a trade following the rules-I did it! It was such a self-satisfying moment to realize I did absorb what was taught and I could realistically apply that knowledge! You can too! Reference cards were an awesome "cheat" sheet! Thanks to Jim for keeping us supplied with these resources! Really enjoyed Steve as my instructor (had no one else to compare) Steve shared OTAs knowledge as well as his own personal experiences to enhance our learning. He is straight up/forward type of guy that made us accountable for our own learning process. He took time to make sure everyone understood content before moving on. He reviewed course content daily to reinforce our learning. I would take another course from him and recommend others to do so as well. Please take into consideration some of the negative comments from prior years: anytime you go to a free orientation seminar with any business, they will peak your interest and want you to sign up for more education at a cost. This is common business practice. I feel the newer management style under Grant has changed the way the Sacramento campus operates. All of the staff are warm, welcoming and friendly. They do not call and harass you you! They do NOT pressure you into buying any more classes- you are free to get up and walk out the door at anytime. The staff will stay after intro class for those that have more questions or are wanting to learn more and sign up for future classes. Yes, it is an initial expense, but your money does go a long way! Once you start taking courses, you become a lifetime member without additional fees except for tuition of another different course. There are multiple training classes live and online that you have lifetime access too. You can even repeat a course multiple times without paying additional costs. The OTA has a patent for their curriculum: that to me, says a lot!

This is my 2nd time. "Everything at the Online Trading…read moreAcademy is excellent. The staff and instructors are very professional and friendly. It is a very good learning experience. I would definitely recommend this course for anyone who wants to become a professional or part time trader." (Hank Sanders)

Started with this company many years ago, truthful, straight forward and really listens to YOUR…read moreopinion. Never pressured into buying anything, always concern this my comfort level. Careful planning has made my IRA and personal accounts growing at a consistent rate without placing accounts in jeopardy of huge swings in value. Even in "bad" time it wasn't so bad. Much better choice for me as I actually have a real person to talk with instead of new advisor roulette from other firms.

I've enjoyed (for the most part) managing my own money since about 1983 when I joined AAII - a…read morefinancial educational organization. However, I met with Hanson & McClain in the early 2000s and again in about 2014 and was/am clearly impressed with their advice, fiduciary responsibility, and concern. In fact, should I become incapacitated in some way and am no longer competent to manage our retirement IRAs, my wife has clear instructions to turn the whole thing over to H&M (now Allworth). One of the best pieces of advice that I've ever received was a tidbit about something called "airtime" that they mentioned on their radio show. (Been listening off and on since the mid-1990s.)

Wonderful professionalism and seamless experience!…read more I had the pleasure of working with an exceptional real estate agent, Kristin, who showcased remarkable professionalism and expertise throughout the home selling process. From our initial meeting, it was evident that Kristin's attention to detail, market knowledge, and excellent communication skills would make for a smooth and stress-free experience. Her presentations and proposals are communicated with sincere openness to the processes about where we were at.

Thanks for the quick replies and all the help Kristine! Kristine was a huge help in explaining the…read morehome buying process and how home values work. We look forward to continuing our relationship with her!

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.

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.