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

Update to my review from a year ago, Josh and his whole team are so wonderful to work with! They…read morecontinue to surprise me with their level of detail and care for my financial goals and needs. Super patient with me as I make decisions as well. Thanks team!

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.

These guys are awesome. Everyone in the team was fantastic and we had so much fun. Marsha is the…read morebest !

From the owner: Vantage Capital specializes in strategic wealth management for high-level executives and…read moretop-performing sales professionals. We understand the unique challenges that come with performance-based compensation, stock options, and high-income careers. Our team helps you maximize your earnings, manage equity compensation, and plan for long-term financial freedom with confidence and clarity. Whether you're navigating a complex comp package or preparing for retirement, we provide personalized strategies to help you grow, protect, and transition your wealth - so can stay focused on what you do best.

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.

ZERO stars. Stay away! See how many one star reviews? They were very bad for my friend, took all…read moreof her money and basically tricked her into going to a halfway house with no accountability. The adult protective services person had recommended them. Another friend got a very negative response from her attorney when she said she did not want to name CMY as her future fiduciary. Suspicious.

I'm sure no one is ecstatic to deal with fiduciary services , but I have in the past and it was at…read moreleast reliable , compassionate and professional. This particular business has shocked me in their negligence. There have been reservations completed at hotels to find out later that they weren't completed and it's after hours leaving zero options . Their fee for the time and effort are extremely imbalanced. There have been questionable transactions on accounts that are multi accessed by the company and I that was not made by me. I feel as if the company is predatory to people vulnerable and maybe in a position where their complaints aren't seen as valid or believable . Scary to put your loved ones assets in their hands .

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!

The financial adviser and planner for this location is Anthony Wright. I recently entrusted him…read morewith my retirement accounts and I have to say that he has been here for me even through these trying economic times. Anthony keeps me apprised by phone, mail or email with the latest local and world investments, money management, and tax questions. He's always available to answer or research my questions and make recommendations as needed. I find him to be wise and knowledgeable about every aspect of the financial world. I'm very impressed at how well informed he is and enjoys his job. In return, he passes this knowledge on to his clients, (even if you don't want to know), because frankly the stock market has been pretty scary these days! But at least his positive attitude and reassurances have helped me to at least get some sleep at night! I'm feeling more comfortable now that my retirement plan is in good hands. (Now if only he was psychic)!

Anthony was so helpful and made tax filing easy! We appreciate his tax expertise and willingness…read moreto explain the latest tax laws & changes. His office offers a friendly trustworthy, environment.

I've been working with Mark Becker for the past year and The Becker Group has been so helpful with…read moremy financing and investments!! I knew very little about my 403b plan and what I could do with it. Mark and one of his agents sat me down and reviewed all of my finances and then gave me multiple options, told me the good and bad about them, and helped me invest my money. In the past, I worked with one other financial advisory company. They were always trying to sell me policies, and I just thought that was normal. The Becker Group explained to me that they do not have any products to sell, so they have the luxury of helping me choose the best investments and policies for me. They weren't trying to meet some monthly quota. I'm not an expert when it comes to 403b's and financial investments, so they really sat with me and walked me through everything step by step. Amazing company. I wouldn't trust my retirement plan and money with anyone else! Hi Joe!

From the owner: Financial advising.read more

Very friendly staff!!!read more

Excellent advice, excellent customer service. Ed and Keith had our best interests in mind when…read morethey advised us. As newly retired, we feel confident about our decision to join the Springer Financial group.

This place is a scam. If you want to lose all your hard earned money with the worst, uninformed and…read moreuneducated advice, join this place. And after the fact, the audacity and the arrogance after losing all my associates' money.

The support staff are friendly and efficient. The brokers are effective at meeting the individual…read moreneeds of their clients. They focus on making the clients earnings & have the latest research. Great Firm!