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March 2023 by Chris M
Joe was extremely helpful and took his time explaining the process and answering all my questions.
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November 2022 by Welton Hong
We've been working with Joe Caldera and his team for many years. Their team is very genuine and really do care. They check in on a regular basis to make sure we are doing well. I highly recommend working with them to grow your finances.
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October 2022 by Dave G
Joe and his team are fantastic. His team are professional and are always available to help in some way. Joe is patient and very helpful in our financial meetings. I trust him to help my company and I to reach my retirement goals. I recommend him if you're looking for a quality advisor.
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October 2022 by Jennifer Westmoreland
It was a pleasure working with Lisa and Jimmy at Caldera Wealth management. They were patient, if they didn’t know the information I needed they found out and communicated it back to me, they also did not have any issues going above and beyond their scope and followed up to make sure each obstacle I had was worked out. I appreciate their time and efficiency.
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October 2022 by M. Ortiz
The teamwork with Ashley & Jimmy was nothing but friendly, fast, & amazing!! Thank you both for reaching out to me!!
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October 2021 by Allison Boreen
I did not choose to have an experience with this company but had to because of a previous job. They were very unclear, very pushy, very unprofessional, and very rude about something that was not even in my control. It left me feeling overwhelmed and frustrated.
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August 2019 by Blain B.
Joe is a consummate professional. Very knowledgeable, easy to talk to and willing to spend the time to both understand individual situations as well as educate and provide guidance for complex situations. His team is phenomenal, and you will find they have a genuine desire to provide service beyond most reasonable expectations. Great people doing great work for their clients.
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March 2017 by Joey T.
Joe has been our financial adviser for years. We had him come into the office and set up our company 401(K) plan. It was very quick and easy. All of the employees had questions. He was able to answer all of the questions in a way that made it simple for our guys. Our employees can call the office and he always makes time for them when ever they have questions. It is very comforting to know that we have some one out there looking out for us and our future. Thanks Joe
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February 2016 by Adam M.
Sal Diaz is my financial planner and is extraordinary helpful! When I was deciding on the best route to invest in my business, Sal sat down with me and asked a bunch of questions that made me think about what I wanted for myself and my employees. He helped me put something together to help me reach my far-reaching goals. He's available if needed, and I look forward to doing some other investment vehicles with him. Call Sal Diaz for your financial planning needs.
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May 2015 by Jonathan M.
Clearly very genuine and helpful expertise. Seriously, these people know their stuff and they live to help. :-)
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August 2011 by Debby W.
I was referred to Joe by a friend and he is Very good. He totally informed us BEFORE The market dropped. He is a $$$$$ saver.