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“I truly had a zero-stress experience filing my taxes with this company!! Very easy process, clear communication and awesome tips on how I can better organize my business expenses. Would highly recommend!”
“This review is for Ben Rosbach. I became a client about seven months ago, and I’ve been consistently impressed and completely satisfied with his services. Not only has my portfolio performed exceptionally well, but Ben has also been incredibly communicative, responsive, and attentive to both me and my goals. When he first evaluated my financial situation, he tailored my portfolio to align with my risk tolerance as well as my short- and long-term objectives, and he also offered thoughtful guidance on managing all of my assets — not just the ones under his direct management. That showed me he truly cares about the full picture of my financial health, not just the areas tied to fees.
As an officer in the military, I have unique financial needs, challenges, and benefits, and Ben has been outstanding in helping me navigate all of them. I’m genuinely grateful to have found him. I’ve already recommended him to several of my peers in the military, many of whom have since become his clients — something I wouldn’t have done if I had even the slightest reservation about his abilities.
Overall, working with Ben has been one of the best financial decisions I’ve made, and I couldn’t recommend him more highly.”
“I see lots of negative reviews in the past, but I recently visited this location and customer service was great. My financial advisor, Mr. Mooney, was helpful, knowledgeable and clearly answered all of my questions.”
“I have been a customer for over 20 years and I have been very pleased with the service in several cities (Sacrament, Portland, San Francisco), but I must say that Stacey from this location was my favorite representative to meet with. My wife and I had a very informative consultation with her last week. She is a great listener and provides appropriate advice and solutions for our various financial planning questions and needs. A+”
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“Sam and his team are consistent and timely in their return preparation. I can trust that my business and personal returns will be prepared seamlessly. When I have questions, they are always addressed promptly and thoroughly.”