“Mark is responsive and proactive, he watches the markets carefully, and communicates with us on a regular basis and also if something comes up that he thinks might impact us.”
“We would want people like us, those trying to manage their savings and investments for a solid retirement, to know that there IS an individual they can rely upon in Redding.”
“Tim is such a personable and knowledgeable tax professional, he and his friendly and efficient staff made my 2017 taxes painless, not usually the term that one uses when it comes to tax time.”
“Jeff came in and set up both of my business (Legacy Furniture & Mattress and Sales Direct Mattress & Furniture) and we were running credit cards quickly!”
“But, from the first time I spoke with Alice over the phone as well as the next time in her office I felt like finally I could hand the stress from lack of knowledge and the other details over to Alice and Gail.”
“Ric Komarek was an amazing professional extremely knowledgeable and helpful he went out of his way to help with my retirement rollover and growth plan.”