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!

I've got Great advice from Lesa! Sounds like a true professional. Thank you very very much :)read more

When it comes to your investments and future, Lesa Johnson is one of the most professional and…read moreknowledgable people in Sacramento. Her vast experience combined with the power and stability of a company like Edward Jones make her an easy choose for your portfolio needs. She always communicates clearly and promptly, and she is one of the kindest people you could encounter. Lesa cares deeply about the success of her clients. I highly recommend Lesa and Edward Jones for your investment needs!

Marie and Jared are an awesome team. My husband and I were first time home buyers and Marie had…read morepresented us with a first-time home buyer program. It was such a pleasant experience. We were approved in less than 24 hours and now our family is able to grow into our dreams. With them, we now have a house we can call home.

6 months ago, even with a good job I have landed last year and the suburban that I have purchased,…read moreI did not think we would come close to be approved for purchase of a home. Mind you that Marie Fleming have reached out to me a few times to meet with her to discuss the best way to prepare for the purchase. I finally reached out to her late summer to schedule an appointment for help. After talking to her and her partner Jared Rine, they told us not to be afraid and to give them a chance to look at our profile. We agreed, a week later we got a news that shocked my wife and I. We would be eligible to purchase at our current situation. But he suggested for us to take care of a few things so can take advantage of some 1st time buyer programs. We did what we needed to do, and went back to them. At the end of October, Jared Rine gave us the thumbs up and suggested to go through the pre approve process. Within weeks, we officially went shopping for a home with the help of our agent Eric Hellon that Jared hooked us with. We found a home that weekend and were in contract within the same night. The bottom line, Jared and Marie worked endless hours to assure that loan process went smooth without any delays. He explained every step in details for me understand anytime of days, nights and weekends (don't Google like I did to be more stressful). He keeps in touch to make sure we are not stressing out on things that he knows would not be a problem. With his guiding, he made the process easier to deal with. Thank you Marie Fleming and Jared Rine, for the hard work and personal touch that every clients need. So if you want to a purchase a home, and you think you're ready or not I highly suggest contact Marie or Jared to consult.

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.

I read the other reviews of Gilbert and Associates, and I concur. Basically, they are now focusing…read moreon larger clients. Their minimum for individual tax prep is $2,500. They are OK. Overpriced. Over billing also. You can do better.

The day before Xmas they send out a letter stating they can no longer support certain clients -…read morewhatever that means. After literally paying 1000s over several years they give a 1 week notice to find a new CPA no explanations or anything.

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.