5 Star Service. Stephanie Mearse and her team are fantastic. Everyone I have worked with has been…read morevery knowledgeable and helpful. They have frequent Zoom meetings where we get to see presentations from the companies we are investing in. I think is valuable to hear the goals and future plans from the companies I'm invested in. I know my retirement plans are in good hands. I would highly recommend Desert Capital to everyone

I have been working with Desert Capital management for over 10 years now. I could not have more…read morefaith in a company that is handling my retirement future. In the last 10 years I have seen not only consistent growth, but growth above the normal expected year over year return. They have consistently exceeded my expectations when it comes to recommendations for future investments. Working closely with me and my personal preference and ethos. Most investment companies treat you as just a number. Desert Capital treats me as a person and a valued client.

I'm very happy with the Zeller Kern Wealth Advisors team; their service is excellent; their very…read moreresponsive, personable and professional; their goal is to make your financial wealth meet your personal goals; their planning is very thorough and detailed; as time goes on they'll contact you to go over your goals, and confirm your portfolio is on track to meet those goals; it makes you feel valued and important. I've been with Zeller Kern Wealth Advisors for many years and I'm very pleased with the portfolio they've built and managed for me as it has met my needs now, as I trust it will in the future. When the topic of financial planning comes up; I'm always bragging about my Zeller Kern Wealth Advisors team. I would recommend them to everyone! Zeller Kern Wealth Advisors is the "concierge" of financial planning.

Zeller Kern is not the cheapest, but they provide exceptional service. If you are looking for…read morewhite glove, personalized portfolio management, Zeller Kern is your solution. They have decades of experience. They have certifications. They have all of the specialized tools for investing. Most importantly, their communication is excellent. We know where we stand at any given moment, and if we have any questions on a new article or change in policy as to how it relates to my investments, we can call them and have an answer in no time at all. As I am older and and choosier, let me tell you that it is also important for my family and I to like the people we work with. We love Trevor and Steve and Lindsay and the entire staff at the office. If you want cheap, go elsewhere. If you want exceptional service and communication AND money generation, go have a consultation with Zeller Kern.

I have used Kimmy's services for the past three years. She always explains everything in detail and…read moreis extremely patient. Her hard work and thought process has saved me thousands of dollars and I appreciate that she is always honest. I recommend her services to anyone that has any questions about anything financial related!

From the owner: KW Wealth Management is a registered investment adviser. We offer ongoing portfolio management and…read moreFinancial Planning services based on the individual goals, objectives, time horizon, and risk tolerance of each client

My Husband and I came to Ben Bolton's Office at Edward Jones because of a recommendation from a…read morecoworker. I emailed back and forth with Susan at his office who easily scheduled my Husband and I some time to meet with Ben that easily fit in with our schedule. Upon arriving at the office we immediately felt welcomed by Susan and their nice reception area. A few minutes later we met with Ben who answered all our questions about investing with ease, and made us feel confident in his abilities. My Husband and I don't have money by any stretch of the imagination, but Ben made us feel just as important as if we did. I had never invested in anything before (my parents are very old school so that's how I grew up to think about money) but Ben made me very comfortable and confident in his abilities with investments and predicting the market, as well as with Edward Jones as a company. I definitely left with a lot more knowledge than when I came in! I will keep coming back to Ben Bolton's office and recommend him to any friends or family who are interested in investments, retirement funds, savings, etc. Thanks Ben and Susan!

Ben is a great business advisor for the person who is not very business/investment savy. He can be…read morevery hands on, help you learn how to put together a retirement plan and if you want to begin to do your own investing, help you learn about it. Edward Jones is a strong company. Worth 5 stars every day.

Don't believe their fake good reviews! This place is a joke. You pay $50 a month for "debt…read morecounseling". For what each month, I am not sure. I also have a recorded call where the lady says the debt will be removed from my credit. Not they say that is not true. Over a year and still no resolution on one account. I am not paying $50 for nothing!!! Give me my money back for services not rendered.

The biggest mistake I did trusting is this debt buster they don't help get out debt they let you…read morecredit cards go pass90 days and they ruined your credit my husband and paid 1 1/2 and when we ask what done they only paid them self and very little go paid your debt I don't recommend they take advantage of people

I just transferred my accounts over to Julie and I couldn't be more happy. She's on top of it!…read more Her and Margaret are very easy to work with and extremely professional. Thank you Ladies!

Julie has just taken over in this location in July 2017. Both she and Margaret are the most…read morepersonable and helpful financial folk I have dealt with. They will bend over backwards to help you out and take the time to really explain the pros and cons of different decisions, whether it be a trade, or setting up a money market account, etc. If you are looking for a trustworthy, kind, diligent, and attentive financial planner, I give top marks to Julie and Margaret, conveniently located in Gold River.