Pam and her team were professional, punctual, and polite…read more She helped me get my financial situation on track and things are looking great. I cannot thank her and her team enough. I highly recommend Golden wealth Capital!

My experience has been absolutely incredible working with Pam. She answers all of my questions and…read moreis always available to help. It is rare to find an advisor that truly cares about her clients the way she does.

We absolutely love and trust Sterling Financial Group! Gary and Angela have helped us navigate our…read moreretirement planning with grace, compassion, and genuine humanity. They offer honest, straightforward advice with no BS--just thoughtful analysis and a clear focus on what matters most to us. We couldn't be happier with the portfolio they've developed for us, taking a big-picture approach to our financial future and helping us feel confident about the road ahead. We highly recommend Sterling Financial Group to anyone looking for knowledgeable, trustworthy financial professionals who truly care about their clients!

I met Gary so long ago, I can't even remember what year it was. I was young (ish) and he was young…read more(er!). My husband and I had a small amount of money invested with a very nice guy who was connected to a very well known and reputable money management team. That person did not do a bad job, but he also did not make us any money. I don't know what precipitated our meeting, but somehow Gary and I were in his first office talking about money. He was new to the business and of course that made me slightly nervous. That being said, I immediately felt a connection to Gary - he was smart, current, funny, relatable and most importantly I had an innate feeling that I could trust him. I had zero background information on Gary nor did I take it upon myself to find any. I just trusted my gut instinct after meeting with him and moved our entire life savings into Gary's hands. When we first made the jump I made my goals to Gary clear....he was to make us LOTS of money for the future - but our risk tolerance was....ZERO! At that point I left it all in his hands and my husband and I have had no input as to how our money was (nor continues to be) invested. Every now and then Gary tries to explain something to me and my eyes glaze over and I tell him - just do what you think is best knowing our situation. Over the years, I have come to know Gary and Angela pretty well....mostly by phone and email but with some in person meetings as well. I try never to look at our account balance as I don't want to be too depressed or excited, whichever the case may be. Recently I have had to contact Gary and Angela about some financial planning as retirement should be close. (Albeit I figured we didn't have near enough money for that!) When I logged in to our account (it had probably been two years since I last looked because I couldn't remember how to log in), I was stunned to see how much money we have! Gary and Angela seem to be available to me 24/7 (my work and travel schedule is crazy and I often have no idea what time it is that I am emailing them). If I ask for something - it is done within the day ...even when I do not ask for the immediacy! As I look back I think how lucky I am to have had a chance meeting with Gary and that my gauge of a persons intelligence and integrity turned out to be so accurate! I will be a lifelong client of Sterling Retirement Group and while I am sure I am not in the top percent of account holders there now, they make me feel like the most important client they have!

My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.

Josh is always thoughtful and puts his clients' needs and interests first in suggesting potential…read moreinsurance or investment products. He is much more responsive and proactive than other financial advisors that I have dealt with, which I really appreciate. He and his team are also great at meeting you at the level of financial knowledge and experience you bring to the table. Whether you know nothing about financial planning or are an experienced investor, Josh Albert and his team will develop and explain a well-thought through

Outstanding team service, Josh helped me protect my family. Excellent communication throughout and…read morevery trustworthy.

About 6 years ago Schwab blocked me from accessing my online brokerage account for unspecified…read morereasons. So I opened a brokerage account with TD Ameritrade. But now that Schwab has purchased TD Ameritrade, my TD Ameritrade account will be transferred to Schwab which means I will be blocked once again from online trading. I called Schwab and they said they cannot guarantee I will have online access to my Schwab account once my TD Ameritrade account transfers over despite being a TD Ameritrade client in good standing for 6 years.

Difficult if not impossible to meet with a person unless you are initially opening an account…read more Also phone calls leisurely returned. You get the impression of the Wizard of oz behind a curtain when you go into their office. Lots of empty cubicles. Have gotten conflicting information. Their online forms come with lots of problems and don't seem to accomplish what they seem to promise. Been trying for 10 days now to get a straight answer. Speaking to someone finally about misinformation, was told...well he's new. Is that an excuse? very disapointed with my experience with them

My advisor Adam has been outstanding in guiding me. In fact, using Fidelity website has been so…read moreeasy and educational after a divorce I'm now managing all my own investments. I knew nothing about investing prior to divorce. I am so confident in Fidelity I've consolidated most of my funds to this company. No, this is not a paid advertisement! Anita Cook

My accounts were FROZEN by a Risk Assessment; they made an error and blocked me in the middle of…read moremaking a transaction. No FRAUD. I can put $ into my accounts but I may not withdraw any $, buy CDs or use my HSA account. No one will talk to me other than to tell me that they are "working on it". The have messed up my entire account. The workers seem very inexperienced, say the dumbest things and are no help. I finally just hung up, it's been 2 weeks at least. I don't know what to do as my company uses them for 401k & hsa.

My wife and I started out with them when they were Hansen and McClain in more than 20 years ago. We…read morehave always had Sean Murray as our advisor, and he has been very knowledgeable and helped to build our portfolios to ensure we have earned money on our accounts. I highly recommend contacting them for your investment accounts,

This is the Sacramento branch. I've been helping my wife deal with this company. They are…read moreunprofessional to say the least, say they will call with news on a certain date but rarely do. A simple financial operation is taking many weeks which is to our detriment to the point I'm looking at hiring a lawyer as they are failing in their fiduciary duty and will be held responsible for any losses.

Wow! Stocks really took a beating on Wall Street today.The Dow Jones Industrial Average was down…read moreover 400 points. SELL! SELL!SELL! Anybody else watch Jim Cramer? I don't really know the ins and outs of the NASDAQ, or what exactly the S&P 500 is all about, but I do know that Mutual Funds are the way to go for the modest investor. I have a Mutual Fund account with Edward Jones and they've done moderately well the past few years. It's also an informative company that explains different Mutual Funds and which ones work best for you. My advisor, who I call "Mike D", really keeps an eye on my ever-growing nest egg. He once showed up at my front door early Saturday morning to "get to know me". I'm not a morning person....but Mike D is! He's a financial go-getter! I'm having a cup of coffee in my pajamas and he's telling me the benefits of a ROTH IRA. He also holds seminars and lunches to teach folks about investing. So...BUY! BUY! BUY!

I've got Great advice from Lesa! Sounds like a true professional. Thank you very very much :)read more

When it comes to your investments and future, Lesa Johnson is one of the most professional and…read moreknowledgable people in Sacramento. Her vast experience combined with the power and stability of a company like Edward Jones make her an easy choose for your portfolio needs. She always communicates clearly and promptly, and she is one of the kindest people you could encounter. Lesa cares deeply about the success of her clients. I highly recommend Lesa and Edward Jones for your investment needs!