John knows what's what when it comes to finances. He helped me figure out an IRA and a plan that…read moreworked for me. Especially when I said I didn't want to invest in businesses that supported immoral acts (porn, alcoholism, gambling, etc). He was able to point me in the right direction and get all the kinks worked out for me. Wow, was he knowledgeable and trustworthy. If you haven't been to see him yet, then what are you waiting for? Financial advisors don't get more honest or trustworthy than this.

From the owner: Have you recently received a large sum of money due to inheritance, life insurance proceeds or…read moreretirement? Give us a call and make your life SIMPLE, CLEAR and EMPOWERED. 209-339-1825

I've been a customer for many years these people are great recommended without reservationread more

From the owner: Our Commitment Our…read morestaff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you pursue your dreams. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach.

Great company with Amber being a top notch agent and always friendly, helpful folks online, phone…read moreor office. We appreciate Amber's expertise and caring. Highly recommend.

More responsive than the last EJ FA I had (Joel - on March Ln.) Great off. admin. too (also un like…read morethe EJ off. on March Ln. - in Stockton)!

I'm in the process of setting up a life insurance policy for my husband and then I'll be opening a…read moreself employed retirement account. I'm working with Charles and he's so very knowledgeable. Do yourself a favor and contact them! They can help you with all things finance.

I feel truly blessed to have connected with Dale years ago when I was searching for a financial…read moreadvisor. He is professional, supportive, and personable. I truly appreciate his guidance and him helping me explore my short-term and long-term investing options. Dale's team as a whole is wonderful! They are always so welcoming. They are responsive via email, phone and in person. I feel at home with them, which says a lot in the financial world. I give my highest recommendations for Dedicated Financial Services.

Great service, very patient and helpful. I've had my income tax prepared here 4 years now and have…read moreno complaints.

Jeremy Lenser is the Financial Advisor at this location. What can I say? He's great!!! My family &…read moreI have known him for years. He's very trustworthy & takes the time to listen to your financial needs. You will never feel any pressure when speaking with Jeremy. He is very knowledgeable & can educate you along the way. Stop by & say hello. His door is always open (during regular business hours) for walk ins. --Very nice & clean facility!

As someone who uses Yelp a lot, I don't hand out 5-star reviews lightly, but Christine Teh…read moreabsolutely earned this one. I reached out because I'm working hard, but still not seeing enough in my paycheck to get ahead. Christine immediately spotted things I completely overlooked, including helping me adjust my dependents correctly, which honestly made a noticeable difference in my overall paycheck. That alone took a huge amount of stress off my shoulders. What I appreciated most was how professional and down-to-earth she was throughout the whole process. No pressure, no talking down to me, no "finance influencer" gimmicks. She explained everything clearly and gave practical advice that actually applies to real life. She also helped me focus on budgeting in a way that finally clicked for me. Not restrictive. Not unrealistic. Just smart habits and structure that made me feel more in control of my finances, rather than constantly reacting to bills and expenses. You can tell Christine genuinely cares about helping people improve their situation, not just selling a service. She's knowledgeable, patient, professional, and easy to talk to, which makes a huge difference when discussing personal finances. If you're trying to improve your finances, better organize your budget, or simply understand where your money is really going, I highly recommend hiring Christine Teh. Definitely a well-earned 5 stars from me.

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.