I appreciate the professionalism of SB Planning and their attention to every detail. It's vital to…read morehave the utmost trust when it comes to planning my financial future. I can trust SB Planning and confidently refer others to them.

SB Planning is an excellent company who puts the clients needs first place. Steve and Paula are…read morevery knowledgeable in financial planning, but they are also kind people. They have demonstrated their professionalism to us by their honest assessment of our situation. We made important financial decisions (with confidence) because of their guidance.

Horrible online services. If you don't log in at least once a month they cancel your online ID and…read morepassword. Constantly getting locked out of our accounts. Haven't used the ATM yet, but I assume I will have the same difficulties. Long waits or no service on weekends for phone help also. Then if they do agree to help, it will take at least a day and a half to get anything done to fix the issue. Very poor practices. However, when we go into the bank, the service is very good. It is their online practices that give me fits!

This is the best F&M in San Joaquin county! Quick service and super friendly staff. I purposely…read moredrive past 3 other locations to go to this one. Everyone is very helpful! Love the tellers at F&M on Pine!

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.

From the owner: Have you recently received a large sum of money due to inheritance, life insurance proceeds or…read moreretirement? Give us a call and make your life SIMPLE, CLEAR and EMPOWERED. 209-339-1825

I find it funny that you only addressed the paperwork in your response. Your management company…read moretook over years ago, and I had already filled out paperwork and had been approved. To have to requalify for a home we lived in for four years and being told we couldn't be placed in front of other people for the home, how could we not move. The way you treated us, retaliation was expected and exactly what did happen. Although you cashed my checks without batting an eye. As far as calling, I have called over 10 times as stated in the first review and no one has ever called me back. This place sickens me because the first people we rented from were amazing people and cared about their Tenants. The owner Tony really messed up when he moves to you. Renters BEWARE. I know rentals are hard to find but stay away from this place.

Customer service sucks!! Davina Cortez is so rude and…read moreunprofessional . If shes not in the mood to talk and communicate then she need to find different job ! Hanging up in faces is unprofessional but what's more unprofessional as she said " I'm not in the mood to talk "

Jack Sievers is the best! Jack helped us with the sale of…read moreour late Mom's home. Jack was always extremely professional. Jack kept us informed every step of the way. I highly recommend Jack for any real estate needs.

Nicole Gross just helped us buy bare land. We had cash in hand. It should have been a relatively…read moresimple transaction. But the seller's agent just didn't seem at all motivated to do his job. Nicole stuck with us, for five months, and nudged him along toward closing, doing everything she possibly could to on her side close the deal. Finally, when she reached the limit of what she was able to do, the Title company stepped in and finished the job for him. This deal should have been complete in a few weeks and I feel confident in saying that if Nicole had been both buyer's and seller's agent, it would have been. It took way longer for her to hang in there with the other agent than it should have, but she did. We really appreciate her standing up for us with this transaction so that we can be proud owners of a beautiful piece of property.

Jeremy Lenser is the Financial Advisor at this location. What can I say? He's great!!! My family &…read moreI have known him for years. He's very trustworthy & takes the time to listen to your financial needs. You will never feel any pressure when speaking with Jeremy. He is very knowledgeable & can educate you along the way. Stop by & say hello. His door is always open (during regular business hours) for walk ins. --Very nice & clean facility!

I'm in the process of setting up a life insurance policy for my husband and then I'll be opening a…read moreself employed retirement account. I'm working with Charles and he's so very knowledgeable. Do yourself a favor and contact them! They can help you with all things finance.

I feel truly blessed to have connected with Dale years ago when I was searching for a financial…read moreadvisor. He is professional, supportive, and personable. I truly appreciate his guidance and him helping me explore my short-term and long-term investing options. Dale's team as a whole is wonderful! They are always so welcoming. They are responsive via email, phone and in person. I feel at home with them, which says a lot in the financial world. I give my highest recommendations for Dedicated Financial Services.