Kiran is a great personal finance coach. She taught me everything I needed to know to get started…read morewith investing, from understanding my investment style and risk level to the different kinds of assets out there. She helped me set up my first brokerage account and showed me how to start building wealth with small monthly investments. If you're looking to get better with money, whether you're just starting out or have some experience, definitely work with Kiran.

Kiran has done a phenomenal job of educating me on the nuisances of a 401(k) vs a ROTH and all the…read morespecifics that go with it. I was able to make appropriate changes as per my retirement. In addition, she helped my teenage sons set up Roth IRA accounts. She sat with them and helped them understand these investment engines and they are motivated to save and generate well. Thank you, Kiran!

This is a horrible people who are very Lazy with their business. Those 5 stars reviews they got is…read morefrom their relatives. My worse experience of filing tax of my life with them. They over charged me $300 for a single file w-2 tax. On top of that they lied to me that they filed my tax already. I called IRS the last day to check and they confirmed that nothing has filed. I called them and they told me they are doing it on the last day of filing and last minutes. Also they did not try to get any deductions for me. Lazy people doing the last minute on the last day of filing tax. Also they sent an email out to their customers at 7:30pm on the last day to let them know to file their tax. How crazy is that?? The Bank closed at 5pm, for those for does not know much about technology and want to do payment plan with check, they will get late with penalty on the payment plan. Because of all the banks already closed . Never go back to these lazy people who calls themselves Financial Advisers What a Joke !!!

Tido was able to see us very late notice but did his best and explained everything for us to…read moreunderstand! Very friendly but very professional! Highly recommend a person/business who takes care of his family but also understands his clients!

My spouse and I wanted to make sure we were making smart financial choices for our family's future,…read moreand Vidal helped us get on track. He walked us through saving, investing, and planning for the long term in a way that felt simple and stress-free. If you want an advisor who truly listens and puts your family's needs first, Vidal is the one to trust! Okay

I needed help getting my business finances in order, and Vidal made everything clear and…read moremanageable. He walked me through cash flow, retirement planning, and smart financial moves without pressure-just solid guidance. If you're a business owner looking for clarity and direction, I highly recommend him!

We were nervous to go see a financial advisor as we had never met with one before. Kyle was…read morereferred to us by some friends that work with him. They spoke very highly of him. He didn't try to sell us products and wasn't pushy at all. We are super happy with Kyle, and we are glad we chose him!

From the owner: With fiduciary financial planning, personalized service is key. Your plan should revolve around…read moreyour priorities and goals. My dedication lies in empowering families to feel secure about their financial future. Rest assured, we'll support you every step of the way.

Katie has been managing our finances for many years! She has provided us with expert advice. She…read moreasks the questions and councils with what is best for our life choices! In other words, she cares! Heather, her administrator is the perfect answer to Katie's professionalism! You will not be disappointed !

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.

As a first time home buyer I knew nothing about who to go to and what to do so I rely on the…read morerealtor for recommendations. The first realtor I used before I let him go referred me to Jon Dobbel and I stuck with him for the second house after the first house didn't go through due to a pest report. I stuck with him because... why?.... I don't know, because I didn't know who else to go to. When I went into contract on a Thursday I received a call from his colleague to congratulate me because he was gone on vacation and didn't go back to work until the following Monday and didn't get to my file until Tuesday. During this time I was shopping around and found a better deal with a lower APR, lower interest rate and a credit of $1500 towards closing costs. Jon didnt offer me a credit of any kind, but assumed that I wanted to pay points for a lower interest rate without asking which choice I would like. I asked if he could give me a credit for something that I didn't have to pay for- meaning a higher interest rate because I never stated I wanted to pay points for a lower interest rate. And the Bank was offering me something way better. He tried to make it sound better by saying that they are paying for more than half the points to get me that interest rate. That I never asked to pay for! He is saying it like he is doing so much for me. He didn't budge until I seriously was going to just stress and go with the better deal even though I was already 6 days wasted getting closer to closing due date. He then said he could give me a credit if 858. And my written estimate stated 858 clearly. But when I signed my closing disclosures I noticed that the numbers changed to 658. Thinking I didn't notice. Oh I did. But it's like pulling teeth with him. I didn't want to bother arguing more. So instead I do a review. Lesson learned!!! Shop around even if you don't know what you are doing!! Because you will figure it out. Go with your gut feelings. I should have gone with mine. It's worth the stress to go with people who actually care.

It would be a hard no. I would never recommend Summit Funding to any of my friends and family…read more Also, if you are your family is of color, run for the hills. I personally did not receive the care that my family and I deserved. During the process we were strung a long. Therefore I wasted a lot of time. I had to go to another lender just to be treated fairly.

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.

Characterized by poor service and excessive fees. They…read morequickly pigeon hole your portfolio according to your risk tolerance. And, then let their algorithms do the rest. They resist when you request specific investments. But, do nothing when your portfolio is laying there lifeless. Mine put on 1% while the DOW added 9%. Paid over $1000 per month for that. Fired them!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Giving me the opportunity to a cash payout deducting the illegal compounded interest & allow me to…read morepay that which was. Like 3,380.oo but seems to never go down after 5 years & 8k into this loan with the 1,300.oo repo taboot. Maybe some fairness, I even purchased the insurance to cover me if a loss of job which one main didn't honor for some decietful tactic you used to not honor your fake insurance. So, no matter what .. one main financial keeps me stuck in a loop feeling like poop.

Not only are their rates predatory at 35%, the manager Melissa Owens at this branch is also…read morepredatory. Ladies beware she will seek out male clients and engage in sexual relationships with them knowing they are married. She will then disrespectfully laugh about it try to get him to leave you and then proceed to start calling from the branch when her number gets blocked. Predatory loans and predatory managers.

Thomas Thames and his son handled my late parents financial matters for several years. He is…read morehonest, listens to what you are aiming for, and I feel confident in his advice. I wouldn't trust anyone else as much as I do him. Here is why: My mother, who recently passed from Alzheimer's, wanted to change some financial matters that would have been unfair to another family member. I was against the idea. However, Thom was uncomfortable with her request (thankfully). He told me he wouldn't make any changes unless an attorney was involved. He put my mother first not only did he valued her as a client, he was concerned about her welfare. Believe me, sometimes I had to jump through a few hoops to accomplish something, but I respect (and am so thankful) he put my Mother's financial security ahead of everything. After my Mother passed, he helped me with some investments I inherited. I don't live in Folsom anymore, but he works with me and has helped me on several occasions, even when I know it's not in his interest financially. He spends the time necessary to explain things. Whenever I have contacted him, he gets back to me and schedules a telephone conference, and always makes me feel like I'm a priority. Thank you, Thom. I see why my (very savvy) Father and Mother selected you to help manage their investments (after seeing how he treated them, and now me). He knows what he is doing, and most importantly, he CARES about his clients. On a scale of 1-10, I'd give him a MILLION!

From the owner: C.T. (Tom) Thames is a Certified Financial Planner(TM) professional and CTEC Registered Tax…read morePreparer doing tax and retirement planning as Thames Tax & Retirement Services.