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“I found Daniel Kirk in an online search in September 2020. After a couple interviews we decided to move our investments over to Edward Jones working with Dan. A year and a half later we are so glad that we did! I have wanted to post a review for Dan for some time now, especially since this is the very place that we found him. His positive reviews are what originally intrigued us. He’s helped us check off many of our “to-do’s” from life insurance and establishing a family trust. He’s always had our interest ahead of his own, and I appreciate his long term thinking approach to good financial decision making. He also has some great referrals within his network. Thanks Dan!!!”
“Stifel has been serving my family for 20+ years. Wade Mitchell is an amazingly easy person to work with. He has never let us down. Julia, his support staff, is equally as amazing. I highly recommend trusting your investment needs with the Stifel group. They haven't been in business for 88 years for no reason.”
“I am an American River College student who is majoring in business and I love Fidelity I am investing in CDs I love there online resources and information I am learning about wealth building it is a learning lab plus investing at the same time. I am building capital for the business I want to start some day.”
“I went to an enlightening seminar (pre-covid) and the speaker had lots of knowledge to share. I listen to them on the radio also, and the podcasts are ripe with information. Some of the callers are at a quandary on what to do and others have so much money they need a guiding light.You can select the podcast interesting to you if you miss the program airing. I always try to listen live, but sometimes life happens and we are fortunate to have podcasts available.Thank you so much for being so available with your wisdom and availability.”
“Hands Down the best bank EVER. I have needed three expedited services from this branch and each time they have been on top of it and very helpful. This is my go to bank”
“Carrie was so helpful. I had to go there twice due to a mistake maybe on both my part and the part of a worker from another location. I could have misunderstood and maybe the explanation wasn't the best. Either way Carrie helped me out and got everything fixed. I think it took 3 hours the first day and a week later was super easy. They seemed to be short staffed so make sure you have an appointment. I didn't and the second time I tried to call to make an appointment but no one picked up the phone. So I just went in super early and had no issues. Parking is easy and plenty of them.”
“Excellen Bank with excellent service. I've got a customer for over 30 years. I can always get in and out quickly. The staff is very friendly and very helpful. My experience at Wells Fargo was much better than my experience at Bank of America.”
“Customer service is good. Most of the time I use this branch and I am happy. Just one day I got appointment online for Saturday morning. when I arrived on time, I saw the Bank was closed and many people were came and nobody answered and no information about why they give us appointments and then they were closed? But I still like this branch and that was happened just one time for me.”
“My husband and I have been using Lincoln Financial for over 20 years. Thanks to their advice, we were able to put a little away monthly and have saved a lot of money including a 529 plan for our daughter. Briggs Matsko, and now Frank Cockrell have given us excellent advice which caused our smallish investment to grow significantly! Very grateful to this company and I would (and have) recommend them to anyone. Also, we have experienced excellent customer service.”
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“David and his whole team are incredible. They have been so easy to work with and helped build our portfolio with our church and business. Thank you to the whole Abound Financial team.”