I am an estate and probate lawyer and trust Beth and her team completely. They are reliable, caring…read moreand highly competent. I would not work with or refer to them otherwise!

From the owner: At Elizabeth Dean Fiduciary Services, we help you or your loved ones with the burden of managing…read morepersonal daily care, finances, housing, medical needs, paying bills, and handling trusts. We are held to the highest ethical standards in the care of and loyalty to our clients.

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.

AVOID ROBERT HOBEDY. He is unprofessional, inept, rude, arrogant, unhelpful, caused many problems…read morewith my account, personally froze me out of my account. His errors cost me lots of money while the market was volatile, significantly added to my legal costs, made a very bad situation for me. Once everything is resolved we will likely transfer to Fidelity. https://www.linkedin.com/in/robert-hobdy-8912b51b

Paul at the Davis branch of Charles Schwab is great! He has over 20 years of experience and has…read moreearned the titile of CFP (Certified Financial Planner). He listens well and can help put together an investment plan for you. Please note, he has hundreds of clients, so call the main number for Schwab to make an appointment. As one of his clients, I can tell you that when I email a question to him I do get a great response. The key word here is "appointment". He is not able to help with small accounts. Anyone at the main number can help small time investors get started started online, and the online investment research materials are very helpful.

I am totally grateful for Impact's presence in my life. Investment planning can be confusing and…read morecomplicated. They make it less intimidating and tailor plans to the individual. Thank you Paul.

Impact Financial Advisors has been nothing but great to us. My wife and I have known we need some…read morehelp/ guidance with our retirement plan full finical stability as well as create a working path for generation wealth. What works for everyone is different and everyone's plan is very unique to them and their situation. We have been and will continue to work with Thomas, he is very detailed and communitive. He has and continues to be a great asset for us, and our ever changing road map of life. Have recommended and will again, to anyone looking for help.

Jen is the nicest! She and Michael Clark worked together and now she has her own office. My mom and…read moreI and my husband all love her as our Edward Jones go-to gal. She is warm, friendly, and very smart. I knew nothing about investing when I met Jen and that was OK. She made it easy to understand and didn't judge me for my lack of knowledge. What a nice lady. Trust Jen with all your Edward Jones financial needs!

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 some tax questions, and even though I ended up filing on my own the conversation that I had…read morewas incredibly helpful and reassuring. Richard was very knowledgeable and kind, and didn't pressure me in to using their services instead reassuring me that I would be fine doing it on my own. I know I will use their services if I do get in a situation where it's needed, and highly recommend them to others. Trustworthy and competent.

Rich and his staff were a pleasure to work with, saved me a ton on taxes and thoroughly understood…read morethe unique tax laws that apply to my side-business. I came in with a ton of questions, all of which he answered. Well-worth his reasonable fee! Will be using him from here on out!

Brother Bradley here. Stopped by FNB Davis today and what an optimal experience I had! I felt safe…read moreand secure. Meena was happy to coach me through life AND my bank problems andShe told me how it all works and explained my questions to me thoroughly what more could I ask for;) highly recommend stopping by, their remodel looks great 1. People first 2. Absolute integrity 3. Zest for Excellence

This has been my husband's and I banking forever, my husband much longer than I. When we got…read moremarried, we end up sharing a joint account from here. They have one of the best fraudulent protection around. They catch things right away and instantly put a stop when they see large and unusual activity. They call you to ensure that it is you, I've never had an issue with this bank at all. I truly love them. The people here are super friendly and always super helpful for all your banking needs. They do an amazing Oktoberfest get together every year to celebrate and it's always a fun time with live music and lots of food.