We moved our account to Red Rock Financial after using several other investment managers over the…read moreyears and this office is clearly the best we have ever been with. They have good research, excellent service, and listen well.

From the owner: We are an independent firm built on the foundation of objective professional advice. The…read moreindependent advice our advisors deliver has one mandate: to always be in our client's best interest. Our unique ensemble practice is one in which our financial professionals work in a team environment. This model encourages each member to specialize in their own areas of expertise. With both male and female financial consultants ranging in ages and backgrounds, these distinct perspectives add up to a more comprehensive, nimble and proactive relationship for you.

Stocks, Mutual Funds, retirement funds, IRAs, good God there's lots to know. If you put money…read moretoward retirement, can you also put money toward your spouses retirement ? What are my responsibilities to my employees if I set up a retirement fund for myself ? Well, these folks know. During trying financial times they've stayed the course, calmly taken my panicked calls and to set limits and boundaries so my money is safe. I started really saving for retirement later in life and these folks have been the guidance I need.

Miste and Steve continue to amaze! The person care they put into each of their clients is beyond…read morewhat is required. They care not only about my money, but about me as a person. Yes they are phenomenal at growing my retirement, but they also make sure I am living my best life! Throughout this process they have become more than my business manager- I am proud to call them friends.

These guys have been handling our finances for the last 8years. My portfolio has been steadily…read moreincreasing. They are top notch and know their stuff. Very professional, smart, honest and trust worthy. I feel very confident that my retirement is well planned. I highly recommend this firm.

From the owner: Wealth Managementread more

This bank is new is it is pretty and clean. It has plenty of atm's and a drive thru…read more The staff member who showed me 5 star customer service was Arthor. Banking is a people business and Arthur was good at making me feel welcome. I'd come here again even though Google maps shows another Chase bank a block away because it's new. They are motivated to offer promotions.

I had a great experience at Chase today with the banker Omar Chavira. I was super impressed with…read morehis customer service and it showed that he really cared. He made sure to do everything thoroughly along with being very personable and a delight to chat with. He also gave me his card and let me know I could reach out to him if I had any questions at all. Super impressed!! :)

I went in to East Ave to ask about a charge on my credit card that showed up after I paid the card…read moreoff. A man named David said to follow him to his office. I explained the issue and David paused and said "that's what credit cards do. That's how they work." I'm 60+ years old. I said I understand how credit cards work but I've been a customer with BofA for decades and this seems like an unreasonable charge. He shrugged his shoulders and again said "that's how credit cards work". He did not pull up my account or offer to see if there was anything he could do. To say he was dismissive, arrogant and rude would be an understatement. I've never been treated so poorly by aBofA worker in my +45 years of working with them. He is not an asset to your company. I tried calling directly but no one answered the phone.

BOA deserves negative 4000 stars for their inept security on EDD customers accounts. I feel this is…read morea inside Job at the bank. BOA doesn't help victims of fraud. I tell them my account was compromised. I asked them how someone could access my account without my ATM card or pin. The bank tellers were useless and told me we can't help you out, you will have to call the BOA prepaid card customer service telephone number. Meanwhile, The teller said they have a bunch of card skimming and fraud on EDD accounts. BOA employees know it's a problem, but the Bank doesn't invest money into upping its security to prevent scammers stealing Your tax payers money, that you pay into. If you file fraud claim BOA treats you like a criminal. I filed a police report. Reported fraud to EDD. I let bank account know immediately I noticed the transactions. Next step is to seek legal advice from an attorney. I will go to news and paper until BOA which is FDIC insured returns my money into account from fraudulent charges that is covered by Reg E! If you have money in a BOA account you have been warned that they don't care or protect your money!

Joe and the crew have been wonderful to work with. They are on point when I need to contact them…read moreand the investments they have recommended have been solid. I am beyond pleased.

From the owner: In 2016- we decided to break away from our former company and start our own firm. Our goal was to…read morecut costs, pass those through to clients, and serve them better through a fiduciary standard. Today, our team's goal is to help every client organize and simplify their finances, so they can spend more time enjoying the life they've created.

I've used Ken for a number of years now. He is extremely competent and on top of the market. He…read moreregularly checks in to be sure i am up to date on my investments. I can give him the highest recommendation as a financial advisor.

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.

STAY AWAY from this brokerage and all like it. They exist to rip you off. Open an account at…read moreVanguard or Fidelity or Schwab and do it yourself and keep the fees. Google "if you can" by William Bernstein and read the PDF. I just closed my account with them and got charged $135 to do so. They said it was $40 for an annual fee (which I just paid in May) and a $95 account closing fee. What a joke. Again, STAY AWAY.

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.

Randall Stone has gone to bat for me time and again regarding personal financial concerns,…read morequestions, and stuff I plain did not know what to do with. Randall's trustworthy, bright, and he knows his field. Despite an incredibly busy schedule, he always made time for me, was/is consistently professional and friendly, and I never worried that I was receiving questionable advice. It helps that I know Randall is genuinely concerned about our community, especially those facing harsh struggles. That is, he's one of the good ones. I wouldn't hesitate to use him again for financial consultation should I find myself in need.

From the owner: Randall Stone Financial Planning & Real Estate works with individuals and businesses to help them…read morein selecting appropriate investments designed to meet their portfolio objectives, such as retirement and estate planning, saving for education expenses, or planning for specific needs such as real estate investments, tax deferment or tax reduction. Randall Stone specializes in options and covered calls for income investors.

I switched tor Tri Counties Bank a while ago and have found it to be very refreshing. I have gotten…read morean Auto Loan here and have been walked through everything step by step. They are always kind and friendly. You might have to wait a little while in the bank, but from experience that's almost a given in a bank.