We were introduced to Jack through our good long time friends that use him for several of their own…read morefinancial ventures. I have to say I have been very impressed with everything they have helped my family with so far such as setting up my 401K , family trust and real estate investments. Kyle and Andrea at the office are always very helpful to answer all my questions and take the time to explain things. They have managed to make me money even with the terrible stock market conditions in 2022 which is very impressive. Thank you again for all your hard work and having my families best interest at heart.

Very bad financial performer !!! Steer clear if you have…read morelimited Retirement assets!!! I lost so much money!! I am so sad !!!!! My husband and I were referred to Jack Keeter by our financial advisor, When we met him, he portrayed himself as a dedicated family man committed to his family and a good christian. We unfortunately believed him and trusted him!! I put my precious modest retirement funds in his hands , and my husband did so as well, For six months I didn't have access to my account , Thinking my money is doing well and his presentation to us was so grandiose, I am in good hands !! Wrong !!!! Wrong!! When I got access I was shocked at how much money I lost !!! He was buying stocks and not monitoring them, when the stocks were losing, he had set the account on automatic sell if the stocks lost 8%, so they were sold low!! then a week or two later the same stocks recovered to where they were at before the loss, so he or his partners bought the same stocks at a much higher price!! Then they sold them low when they lost 8% of original price. So basically He was buying high and selling low completely the opposite way of "stocks 101" !! I discovered this during May 2018 when I finally decided to get access!! I was devastated!! My modest nest egg is loosing so much !!! When I called him he said he will now pay more attention and do his best to buy winning stocks! I GAVE HIM A SECOND CHANCE!!!!! Big mistake again!!! November 2018 the stocks were so unstable!! I had shares in about 11 different entities, No profit at all, all loosing money!! I called him and asked him to sell everything and put everything in money market till the market stabilize. At first he didn't agree but I was firm !! Luckily i made that decision because December 2018 was terrible due to stocks instability Even on TV they were recommending to people to keep their money out of stocks, December 2018 he decided to resign from being in charge of my retirement assets, he said it is not fair to him !!!and gave me 30 days to be on my own with Charles Schwab !!! He caused me a severe clinical depression and sadness due to the fact that I lost so much money!!! I am now very angry at him!! Nobody should put their precious retirement with him! Unless you are a multi millionaire and you can afford the losses!!! A terrible experience that has consequences for the rest of my life!!! Very Bad financial advisor !!!

I have been using Nava & Company for 5+ years and absolutely love the service I get!…read more Everardo is detailed, friendly, fast and most importantly, knowledgeable (even with my crazy questions). I highly recommend his services to anyone I know and encourage you to give him a try - you will not be disappointed!

Nava & Company is an excellent accounting firm. Everardo is knowledgeable, detailed, efficient and…read morepatient. He is the first CPA to go line by line and help me understand my own financials and taxes. I recommend his company very highly.

I started working with Rich in 2017. I was ready to buy my first practice and needed help…read moreunderstanding the financial documents that were being presented. Rich not only helped me to understand them but also showed me areas that I would be able to improve upon to reduce the overhead from the retiring doctor. Since then, we have worked on student loan refinancing, tax planning, P&L, credit cards, 401k, defined benefit plans, IRA's, etc. Rich understands the dental office and is able to tailor a system that works for you and your office. I highly recommend Rich to anyone looking for help with any retirement, personal and especially business needs.

Working with Rich has been an amazing experience so far. I found him just in time for 2020 as it…read morewas a very challenging year in many ways due to COVID. I needed his help multiple times for critical questions and direction due to the unprecedented nature of this year. He was able to give me very clear advise and directly for all my question in a very timely manner. Furthermore, he has been handling all the standard elements of my taxes flawlessly and gave critical and valuable feedback on multiple issues that I could be doing better. I highly recommend Benner Accountancy for anybody searching for a very helpful and hands-on CPA.

Had an unfortunate accident on the freeway were a gardener truck in front of me had some of their…read moreequipment fall off their truck and struck the side of my car leaving a really nasty tear on my back passenger door. Called up Dave, and his team took care of everything for me -- 1 hour later my car was already at a body shop beginning it's repairs. I always get nervous dealing with insurance but Dave always knows how to handle any situation I find myself in and puts me at ease. Dave will always go above and beyond for his customers and it seems like he never rests until the job is complete. I'm so happy to have Dave as my agent, he always has my back -- this is the only person I trust to insure all of my cars. One week later without any hiccups during the repair of my car, I have it back and it's looking like the first day when I drove it off the lot. The entire repair process was insanely smooth. Thank you again Dave! **For those of you looking for new insurance you have to give Dave and his team a call. They won't disappoint!

Dave really stepped up to the plate and hit a home run with me! He helped with an auto claim with…read moreState Farm, going way above and beyond great service. Working late into the night to make sure things were correct. This is the excellent service expected from State Farm agents. Dave is the absolutely the best in the business. Debbie Massie on the staff is exceptional as well. Always a friendly demeanor and attitude. She is there to help at any time! Debbie is very knowledgeable and can handle any problem or question. I've been their client for many years, and can't give enough praise for all they do!

I've been with Jim Peters for over four years now and I'm very happy with the way My investments…read moreare going as well as their reaction to my questions and needs. Great, good and great output!! Happy to be here! Thanks, Jim and Sarah!

Jim, Sarah, and Joseph have been wonderful to work with. They are attentive to my financial game…read moreplan and they are professional and timely with my investments. I would recommend them to anyone looking for a financial advisor.

I love the people at Broadmore Insurance office. Everything is always so easy with them. They…read morereturn calls promptly, they make changes to our policies very quickly and they are always there to help us. I can't thank them enough for their service and support through some difficult times. I would suggest them to everyone! Great service, happy, cooperative agents and super professional, ready to help.

I have been using this agency for over 30 years. There is no place better. They are professional,…read morecourteous, and always go the extra mile for you. I wouldn't trust anyone else! Susie G :^)

Robert Brewton is a charismatic, knowledgable and communicative professional that came into our…read morelives at a critical time for our small-business. As busy small business owners, we are world class at what we do for a living. But when it comes to taxes and bookkeeping, not so much. Enter Robert Brewton and his network of trusted colleagues. Robert stepped in and completely threw us a life buoy, starting from ground zero with us, holding our hand and helping us get our affairs in order, just months before the coronavirus pandemic hit. It's rare to be able to find someone who will take the time, effort and energy to hold your hand and walk you through the rudimentary basics to actually TEACH you everything you need to know, step by step, answer all your questions and educate you on available as well as missed opportunities, ultimately helping us create a plan of attack for you future. Robert operates with honesty, transparency, and most importantly confidentiality. An excellent communicator, Robert is always just a text message or phone call away.

No physical location. I tried to drive to the address listed but there is no office in that plaza…read more I wanted to meet face to face with someone from this company but to my surprise there isn't anyone there.

I highly recommend chuck as your financial advisor. Here it is amazing at financial advice and he…read morereally maps out your hole financial future. What I like most is the website you get set up with that integrates all of your financials and you can view it on your smartphone your desktop and even your iPad. I highly recommend you meeting with him he was amazing.