We always appreciate Cliffs advice and knowledge of doing our taxes every year. Our taxes our done…read moreVery timely and he keeps us updated on the process. We have used him for years and even when we have lived in a different state than CA.

I've been using Cliff at BMB for about 5 years and happily come back year after year. My father…read morehas used BMB for 20+ years. Their team is extremely thorough and knowledgeable. The team always go the extra mile to get my the highest return. I'm always pleasantly surprised with my return.

John knows what's what when it comes to finances. He helped me figure out an IRA and a plan that…read moreworked for me. Especially when I said I didn't want to invest in businesses that supported immoral acts (porn, alcoholism, gambling, etc). He was able to point me in the right direction and get all the kinks worked out for me. Wow, was he knowledgeable and trustworthy. If you haven't been to see him yet, then what are you waiting for? Financial advisors don't get more honest or trustworthy than this.

Alexandra "Alex", has made my State Farm experience wonderful. She's exactly the kind of person you…read morewould want to speak to when looking for help! Her energy/positivity is so radiating and contagious! Going into the call I was nervous but she made it really easy and smooth and answered all my questions and even made sure I was confident in my plan. I would definitely recommend Alex to anyone and everyone!

Im a local Realtor & sometimes we need same day or late services. This office did not disappoint…read more Alexandra was so knowledgeable on rental policy's and what was needed for my seller to secure her rental. I'm talking 10min phone call. If not for her vast knowledge & expertise with current policy's. My clients move in date would have been delayed another week and her closing was approaching where she had to be out. Alexandra went above and beyond, even emailed the apartments the policy right then and there. Talk about fast turn around time! Will definitely be using their services above the rest.!! If the owner is reading this. Thanks you!!!!

Ann & team are fantastic in their field. Great customer service, returns calls/emails promptly,…read moreprovide updated details and there for you, as needed. Been using their services for over 25 years. Thank you Ann & team for your superior service to your clients :)

I am writing this to support and appreciate the Ann Harvey State Farm Insurance office.  I have…read morebeen a customer for over 15 years, and even had moments of leaving and going back to state farm.  Their customer service is hands down the best from any insurance agency my family and I have ever dealt with.  They have gone above and beyond during stressful events such as theft, accidents and other losses.  If you are shopping around for insurance, and desire excellent customer service do yourself a favor and look no further, you will not be disappointed.  People in Stockton need insurance and you will find nothing but the best here.  Thank you Anne Harvey and office, for all your help and service. Also during covid they have been very helpful with contactless processing and the app is great

I highly recommend State Farm agent Cheryl Bentley. I was involved in an accident in San Francisco…read moreand Cheryl was outstanding in connecting me to the Claims rep, following up to ensure I had all of the necessary paperwork, information, and contact numbers for a tow and rental car on the spot. She called me no less than 5 times to make sure I was OK. That kind of customer service is why I am so pleased with my State Farm agent Cheryl Bentley. Thorough, detailed, caring, knowledgeable, and an expert.

Can't say enough about Cheryl Bentley's office. When working with either Cheryl or Angie, they take…read morecare of your every need! They are the sweetest and most caring individuals I have ever met! They know what they do very well and are always trying to get you the best fit/ample coverage needed. I will go to them with any insurance needs my husband and I have. Thanks again ladies :)

Didn't realize I've never reviewed Rachelle. I've been with State Farm since getting my drivers…read morelicense (we don't do the math and tell you how long ago that was haha). I have had several agents after my original agent unfortunately passed away from cancer. When my husband and I got married we just switched everything to his SF agent and she as useless. I finally had it so I switched to someone in Lodi but then she just all of a sudden disappear so we were then moved to someone else. So I finally decided to switch to someone closer. I read a lot of good reviews about Rachelle and figured she would be a good fit. But I honestly didn't expect the level of service her office provides. My husband and I have both been State Farm clients since we could drive. We had numerous car, life, homeowners, umbrella polices, etc. Since my original agent, I had never had much of an in-person conversation with any of them. My husband had never had any. But when we switched to Rachelle she wanted to sit down with us and go over every one of our policies. Both of us were working M-F at that time and Rachelle was gracious enough to schedule an appointment with us on a Saturday. We proceeded to spend the next 3 hours going through every line of every policy we had. She pointed out things that we were double or triple covered on and made suggestions of other areas to increase. After all was said and done we were going to be saving money, however I decided to lower our deductibles to $0 on our cars and ended up walking out the door paying the same amount but with more coverage. Rachelle is great and I highly recommend her if you're in the market for a new agent and/or insurance. PS- in regards to State Farm in general, it may not be the cheapest, but I have to say with both my experiences of having to file claims as well as my husband when his house was robbed, you get what you pay for. State Farm has made everything super easy and we've never had any issues. Ive had friends with the insurance that claims "accident forgiveness" only to have their rates skyrocketed after a gust of wind caused her door to open into someone else, she finally switched insurance after my urging and is now a State Farm customer. I have another handful of horror stories but I'll leave it at that. Maybe, you'll pay more but State Farm really will take care of you.

Caryssa helped me get all my vehicles insured. Quick easy service at my convenience. Very nice and…read moreunderstanding. Recommend her to anyone needing a new policy or renewal. Thank you Caryssa !

This is the 2nd or 3rd year that Walters Tax and Financial Services have prepared our taxes. If…read moreasked to describe the service provided in one word, that word would be 'Excellent'. Friendly and knowledgeable Riley manages a small, neat, professionally ran business office. As your preparer, she will gently steer you into the right direction-lol, and if you listen, you will be so pleased with the results. She'll explain the results and everything will be clearly summarized in writing, then neatly packaged with your original documents, copies of tax forms and any other pertinent documents regarding your filings. I highly recommend Walters Tax and Financial Services.

Normally I'd prefer a in person sit down, but currently all phone appointment due to pandemic…read more Great service, straight forward, fast service. Only downer was a follow up regarding tax return approval and paperwork. But was helped with that once I called back. I do recommend for this tight on schedule.

Cindi is excellent. Been going to her for years. Stopped for awhile as I wanted to save a buck and…read morefile my own taxes. But when you get into another tax bracket it gets stressful. That's why I went back to Cindi. She took that stress off me. Will go back in the future years.