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.

Janet and her office assistant, Cameo, continually give my wife and I the best financial guidance…read moreand aid in filling taxes that I have ever experienced! I trust them implicitly!

From the owner: Certified Financial Planner & Enrolled Agent with over 30 Years Experience. Securities Through…read moreCrown Capital Securities, L.P. - Member FINRA/SIPC

We have known Torrey for many years and it was natural to turn to him when we received an…read moreinheritance a couple of years ago. We knew, from friends and colleagues, that Torrey was a consummate professional. Now that we are working with him first hand, we feel so comfortable with the way he explains the various options available to us to meet our goals, both short- and long-term. And we are really impressed with how well he manages our investments. I mean, there is a definite "WOW" factor here. We also enjoy working with Tina in his office; she is friendly and has been very helpful on the administrative side. This is a team you definitely want working with you on your investments!!!

We have been with Torrey for years now. We trust in him and Edward Jones to keep our future secure…read more We get updates and information on what is new and opportunities to explore if we wish. Thanks Torrey for the great service hoping for many more.

I can't say enough about this Company and all the great people who work there. Matt has been…read morehandling our investments for over a year. We are amazed at the growth we have seen like never before. They keep in contact with us, have a plan and are very professional. Everyone should have their money with Baird - Trust the Highest Power!

I am so impressed with all the advisors and the staff at Meyers Investment Group and how much they…read moredo for our local community. They take the time to really get to know you and find the best possible solutions to your needs.

From the owner: Ken Meyers, Matt Enright, Rick Hansen, Preston Daniells & Gunnar Meyers work as a team, combining…read moretheir talents and years of experience to help investors build more secure financial futures. Their clients are successful individuals, families, businesses and organizations who value straight talk, great service, and active management of their investments.

I am so impressed with the owner, Rob, who takes the time to listen and offer excellent investment…read moreadvice.

Rob and his staff are very professional with their service and advice. They have handled our…read moreaccounts for over 10 years.

My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

We've been using Katja's services for a couple of years now and couldn't be happier. She does…read moreexcellent work, provides clear and helpful guidance for our tax filing, and is always easy to communicate with. Katja is timely, professional, and truly a pleasure to work with. We're lucky to have found her -- thank you, Katja!

Katja Gregg of Accurate Financial Services is the best tax preparer. She is professional,…read moreresponsive, trustworthy, knowledgeable. She answered all my questions. I first met her when I asked her to check my taxes that had been done by another company. She found all their errors and was able to secure a partial refund for me. I am so happy to recommend this fine professional.

I have used Stifel for over 15 years and their management of my finances that includes investments,…read morechecking and ATM have been great through the ups and downs of the market. My financial manager is Tim White. This office also donates to the Charity for Injured Veterans Golf Tournament held annually and Lake Wildwood. Thanks for supporting "OUR" Injured Vets!!!!

Tim White of Stifel - Grass Valley is a shining star - I have and will continues to trust him with…read more my money.

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.