My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.

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 was referred to Sterling Retirement Group about a little over 2 years ago. I was a on search for…read morea well trusted, reputable financial firm. In the 2 years, I've had a great experience working with Michael Gebhardt. I appreciate his professionalism, knowledge, and the time he takes to help me be aligned and reach some short-term/long term goals. That personal connection has helped me build trust and confidence in working/ trusting him. The whole team is great and kind- definitely people you want to have business with.

We are now one year into our moving our funds to Peak Financial. We do not have any children and…read morewe wanted to keep our investments safe, but at the same time, get an income stream. We chose Peak Financial with this in mind. Other advisors always wanted us to lock our money away into long term accounts with no income stream until 10 or so years. By moving to Peak Financial, we have a safe long term income stream that we can enjoy now and still have for the future. We do not want to gamble with the huge risk other firms promote. Our goal is not to make as much as we can. Our goal is to have a reliable investment that will allow us to live the rest of our lives in safety. In regards to the negative reviews, they did not choose to go with Peak Financial. That is their option. It is not for everyone. If you are a gambler who wants to risk your money on the hope of large returns. this is not your investment. If you want safe and reliable income, Peak Financial is your choice.

I got a card in the mail, inviting me to a dinner presentation at Scott's Seafood. I called to…read moreinvestigate. They said they only wanted retired people with $1 million to invest, not including real estate, snacks at 5:45pm, presentation 6-7pm, then dinner and dessert. I asked who pays for dinner and dessert and what's the menu. They wouldn't answer, telling me I had to ask someone else, who they wouldn't identify, or when or how I could get ahold of them. I said, "Wrong answer, that makes me suspicious," and hung up. It sounds like a big waste of time, luring people with empty promises. Avoid people who can't be straight with you. They're scams and con jobs.

I meet with Macjames Thatcher to follow up and received excellent advice. James is trustworthy and…read morehonest I will use the advice and call as recommended if I have any questions. Thanks James for your help.

They send unsolicited junk mail, even though I am on the 'do not send' list and opted out of…read moresolicitations on my paperwork. They pay third party companies to buy contact information and ignore removal requests.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

Staff was very helpful and friendly. I like the free treats in the lobby. The gentleman at the…read morefront desk was nice and made an appointment for me. And I felt the gentleman who assisted me with my account was honest and kind.

Fidelity Office in Roseville - not good customer service experience. My wife and I went into…read moreFidelity Office in Roseville to move funds from an IRA into a cd in December 2025. The female employee that helped us was watching when I logged on to their computer and saw my password. So we needed to switch to another employee and change our password. We set-up 2 cd's and we always ask questions like: interest rate, length of cd, confirm non-callable, and if the cd pays interest monthly or at the end of the term. So the $80K cd we choose paid monthly however the maturity date was different monthly then the date the cd started. CD began on December 17, 2025 - so intuitively you would think on January 17, 2026 we would receive the first interest payment. That was not the case the first interest payment was not until February 1, 2026. This should have been communicated when we choose the cd.

Started with this company many years ago, truthful, straight forward and really listens to YOUR…read moreopinion. Never pressured into buying anything, always concern this my comfort level. Careful planning has made my IRA and personal accounts growing at a consistent rate without placing accounts in jeopardy of huge swings in value. Even in "bad" time it wasn't so bad. Much better choice for me as I actually have a real person to talk with instead of new advisor roulette from other firms.

Moving my money after 5 years. Poor advisors follow up and higher than average fees. I made this…read morechoice based on multiple interviews with CFA and being a passive investor. Nobody knows your money better than YOU! Your just paying for their South African Safari trips

I've worked at several financial services firms prior to joining Lilani Wealth Management, and the…read moreprincipal advisor and firm is simply bar none. When Rashida mentioned that she expected "white glove" and world class service, I was thinking, doesn't everyone say that? What I really appreciated was that she genuinely meant it: when I first started, she would review my work carefully and provide constructive feedback: making suggestions as to how I could have handled something, but also asking me for my feedback. I engage with clients on a regular basis and it's clear that our clientele enjoy working with her because they not only trust her but they also really like her. She has high expectations for herself and for those who work with her. And it shows.

Rashida and her team are top notch. She is a pleasure to work with. She is friendly, prompt,…read morethorough, very knowledgeable and highly trustworthy. She knows her craft. I highly recommend her to anyone. She is an absolute professional.

I was looking to buy some life insurance, transfer my IRA, get a 401k for my company and pretty…read moremuch start planning my retirement for the future. Basically all that stuff you're supposed to do when you're ready to become an adult. Am I truly ready to become an adult? I don't know but like they say it's always better to start earlier then later. After talking with some colleagues and friends to find out who they used as their financial planner, Garrett Vanneman came up a few times so I thought I'd give them a call. I'm really happy with my decision of choosing a smaller firm instead of one of the larger companies. I work directly with Garrett, who grew up in Roseville. He's also a Certified Financial Planner, which I've read takes passing a very difficult test to get the certification. He took the time to listen to my goals and checked out my financial situation and was able to help me set up the correct life insurance policies and an IRA. One thing I really liked was Garrett was able to find me a less expensive insurance through my professional work organization then he was able to find on his own. And instead of pressuring me to buy one of his insurances, he told me the other would be a better deal. So I really appreciate his honesty and that he is looking out for me. Other things I really like about their office is they are really easy to get a hold of and they always call me back or email me right away whenever I have any questions. The front office staff of Nicole and Linda are very friendly and always eager to help. Overall, if you're looking for a financial planning service or a company to help with your 401k, I would recommend Vanneman Financial Group for honest advice and great customer service.

Safeco/liberty mutual. Do not honor your policy…read more agents are rude and make up excuses to deny your claim. delayed water mitigation on my home for 6 weeks since atmospheric river of 2/9/24. More rain coming. Get a new policy quickly.

Dan has been very great to work with. He explained everything well and we trust him fully. He makes…read morehimself available to answer any questions we have. 100% recommend!

Danny is very easy to work with and always available with any questions I have! He helped me…read morethrough the process and explained everything in detail! I would highly recommend him to help you with any financial questions and needs you have!!