I can't recommend Folsom Wealth Advisors enough! From our very first meeting, Heather made me feel…read morecompletely at ease with her genuine care and sincere desire to help. She's incredibly personable and takes the time to really understand your goals, values, and unique situation. She built a customized financial plan that fits our family's needs, and it's clear she's deeply committed to helping her clients succeed. I spent months trying to find the right fit for our financial planning needs, and I'm so glad we found Heather. One of Folsom Wealth Advisors' specialties is working with busy professionals who are raising young children. Her services are designed to meet the unique challenges we face, from managing competing priorities to planning for the future. She simplifies the process, offers guidance without pressure, and helps us make confident, informed decisions. She's incredibly responsive, thoughtful, and always makes time for our questions, big or small. It has been one year since Heather started helping us, and her services have absolutely been worth it. She's saved us a significant amount of money--especially during this tough economy--and we continue to see high value in her guidance and support. Working with her has been one of the best decisions we've made for our family's financial future.

We have been with State Farm for probably close to 40 years. In that time we have had three agents…read more Our first retired. We were then assigned to another agent whom we did not know. His service was marginal at best taking 2-3 days to return messages if at all, not giving complete answers, etc. Since we have lived in Amador County for over 35 years, we decided to ask Anne to be our agent. What a difference. She asked me to make an appt. to see her. I thought, "Uh-oh, here comes the hard sell on needing more insurance." Well, no. Anne went through all our policies, homeowner's and vehicle, and told us we were overpaying for insurance. She made a few adjustments and has saved us approximately $1,100 a year. When I call or email, if I don't get an immediate response, I will soon after. Her staff is top notch and service is what her office is all about. I only wish we had switched agents sooner.

The customer service from the Lintz team is exceptional. The cheerfulness and courtesy is always…read more10/10. Highly recommend this agency.

Sam Hoppe has been preparing our taxes for over 10 years and during that time he has proven again…read moreand again to be thorough, knowledgeable, timely and caring. He uncovered a carryover loss early in our relationship that had not been previously addressed which has saved us considerably over the years. Sam makes a tax season easier to deal with because of the trust we have in his abilities. We've been happily referring friends and family for years, and will continue to do so. Thanks so much to Sam and his team. They're great!

I've been using Sam Hoppe for the last five years to do my taxes. A couple of those returns were…read morecomplicated due to divorce and sales of properties, and I was quite anxious going in. Sam simplified it all to me and completed the returns promptly. He is a kind man as well as a quality CPA. Thank you!

I was referred to Gerard Insurance when I asked on a small private FB group for referrals to the…read moreagent to help navigate helping a family member get all set with Medicare options beyind the basics provided by social security. The only agency name that came up was Gerard (specifically Carolyn, I believe, but she wasn't available when I called), and now I understand why! Aleshia was great, took almost an hour to answer my questions, took down all the rx & dosage info that applied, and gave options and suggestions based on our family members' needs. She didn't rush us at all, and my guess is that out of any product their office sells, they probably get the LEAST commission on Medicare plans considering its government funded. So even with that, she took time like as if she was quoting a million dollar home policy. I am very appreciative of the knowledge, quick emails, follow-up, and getting 3 additional policies set up for us.

just walk away and find more reputable agents where your needs come first before there…read morecommission!!! i have explained further on yelps, 1/6/22 and stay clear from cynthia who seems very personable but only an act and refuses to make her wrongs, right and blames the client instead!! i have been able to correct things but on my own!!!!! stay clear unless you want the inconvenience of multiple phone calls to fix her incompetency!!!! ps go to yelps for more detail.!!!!!! not bbb accredited!!! either

I came in this year a little bit late this and David completed my tax returns just in time. I had…read morean appointment and he didn't leave me waiting; this is important to me. I highly recommend David's services.

I have been having my taxes done here for over 10 years and they are always on top of all the…read morechanges and advise me of anything new that would apply to me. Great people to deal with. I definitely recommend them!!!

My family came into office today that live in Ione. I am from out of town working on paperwork for…read moremy mother with Alzheimer's. I want to thank Morgan Corsaletti for her sweet and compassionate help printing out my paperwork and helping with notary. I appreciate the wonderful service and kindness and will tell everyone in town to come to you if any services needed.

Impeccable service. They are always available and eager to explain their process. They are good at…read morehunting for deals and aim to please. They have been there for me with advice even when I haven't been able to have an account through them. I highly recommend them.

I received a letter from Vanacore International saying that I had some lost funds. At first I…read morethought this was some type of scam but then contacted the office. Turns out I had some outstanding shares from a stock split. They recovered over $40,000 for me! Great company to wok with and very professional. Do not throw away the letter!! It's real!!

I was contacted by Vanacore to inform me that I have an unclaimed property from an insurance…read morecompany. At first I was skeptical, but after checking with BBB and reading online reviews and the informations are positive, I had decided to allow the company to proceed. Within 8 weeks, I received the check, minus its fee of 10%. Nicole Davis, my contact at Vanacore , is highly professional and always answered all my questions within the same day. I am pleased with its service