“Fantastic!! Lauren is amazing. She listened to our millions of questions, not matter how goofy & was kind & fully addressed our concerns. After working 40 yrs, she's helping out Retirement income WORK for us!!! Oh, Lauren works out of the Roseville office.“
“Gary, our financial advisor for many years, has consistently provided exceptional guidance. With his expertise, he has been instrumental in steering us towards financial independence, ensuring a comfortable and secure retirement. His insights and strategies have been invaluable in solidifying our financial future.“
“Stan has been our financial advisor for 15+ years. He is smart, knowledgeable, has sound judgement, and is 100% dependable. We highly recommend his services.“