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.

My wife and I went to Embrace and met with Kim and Ariella just to get an idea of what we are doing…read moreright and/or could do better in managing our money. Kim was very welcoming and her approach was calming and allowed for us to feel comfortable asking questions. Embrace is in the Stoble Workplace so she treated us to a complimentary Stoble Coffee order. It was a really good experience. I definitely recommend to anyone that is considering looking into Wealth Management and might be intimidated taking the first step. You won't be disappointed in reaching out to Kim and Ariella. Oh, and it was the day before my birthday, and she had a birthday gift waiting for me!!

From the owner: Embrace Wealth Management empowers Women in STEM and Retirees to grow and protect wealth while…read moreminimizing lifetime taxes. Based in Chico, CA, we offer financial planning, retirement, tax, and estate strategies nationwide. Our Fiduciary CFPs provide tailored guidance. Income Analysis – Evaluate earnings and create stability. Expense Tracking – Clarify budgets and manage spending. Investment Strategy – Pursue growth and manage risk. Debt Management – Cut interest and optimize credit. Savings Goals – Target life events with proven strategies. Insurance Planning – Protect assets with tailored coverage. Retirement Planning – Enjoy tax-efficient income strategies. Tax Planning – Reduce liabilities and find deductions. Estate Planning – Preserve wealth with wills and trusts.

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

I can't say enough great things about John and the entire staff at Butte Tax Office. From the…read moremoment I walked in, they made the whole process smooth and stress-free. John was incredibly knowledgeable, patient, and thorough. He took the time to explain everything in plain language and made sure I understood each step. It's clear he genuinely cares about helping people--not just getting the job done. The rest of the team was just as friendly and professional. You can tell they work well together and truly value their clients. Whether you have a simple return or a more complex situation, this is the place to go. Highly recommend Butte Tax Office if you want expert service!

Debbie is awesome. Always friendly and even called me to make sure that I gave her everything that…read moreshe needed to get my taxes done. I've been going to her for a few years now and she does a great job. Thank you Debbie.

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.

I had an expensive homeowner claim. It was handled flawlessly and the company couldn't have done…read morebetter.

I truly never write negative reviews, but the way I was treated by Golden Apple's representative,…read moreRon, was ridiculous. My wife is a teacher and we bought a brand-new home in 2023, excited to start our story here. We were able to get insurance through Golden Apple at the very last minute which was a relief at the time, but it took them forever to even process our quote. Still, we eventually got coverage and thought all was good. Our home is fully equipped with the required fire safety measures: fire sprinklers, alarms, and more than 150 feet of defensible space in every direction. So imagine our surprise when Golden Apple sent us a letter saying we would be dropped. No explanation, no chance to ask questions, just a letter. I called Ron immediately. At first, he was apologetic and said he was reaching out to other agencies, and we were given until mid-December before being dropped. That was over a month ago. Since then, there's been zero follow-up. My wife kept urging me to call back, so I did today. This time Ron basically shrugged me off, saying he had already called around and "nobody could service Paradise." The kicker? He never bothered to communicate that to us. Who knows how many others he left in the dark. At this point, even if Golden Apple could cover us, I wouldn't want to work with people who clearly don't care about their customers' wellbeing. I then called Nevin & Witt. Their agent listened, understood, and promised to follow up quickly. She even said they are having success writing policies in Paradise. Night and day difference go check them out if you want someone who actually gives a damn.

MAINS'L was the best. Now they are heading toward the bottom. A single point of contact is great…read moreuntil that person doesn't know what they are doing or they go on vacation and the backup has no clue or doesn't care. New rules delay starting services due to point of contact being "unavailable". Invoices not paid on time causing family to pay out of pocket with no avenue for reimbursement. No portal is an issue. Spending reports have errors which are not fully corrected. Payroll and mileage have had errors or been missed entirely. Invoices paid to one vendor deducted from a different vendor's authorized funds. MAINS'L is not the worst fms but they definitely are not top tier any longer.

Started out good, but since their rules change trying to get invoices paid out is as difficult as…read morepulling teeth. Also, their single point of contact is great until that single point gets sick or goes on vacation, then you are on your own.

I never applied for credit with this business, yet I received a letter saying "a decision has not…read moreyet been made" and that I should call them at a provided number to "complete my application". Sleazy tactic to get you to call them and once they have you on the phone, I guess the Glengarry Glenross routine kicks in. If I needed credit, this stunt tells me this is the last place to look.

people there were amazing gave me a good interest rate and considering being my first time…read morefinancing with no credit. quick and simple they are amazing

I met Ben a few years ago when I needed investment advise. He was totally knowledgeable about the…read morefinancial world. He shared with me that he has been interested in finance since a young age and has studied the markets. His degree is in business and finance. I trust Ben to advise me when it's prudent to sell or buy. I have benefited from his guidance, and I am fortunate to have found him.

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.