"Thank you for the budget template. As discussed, we've talked about doing this exercise, now it looks like we'll actually have to do the work. We enjoyed Friday's ..."
"I was assisted by Tyson Mavar of the Retirement Group and I have to say that he was fantastic. I was introduced to the retirement seminars by a ..."
"The advisors here are the best I've met with in San Diego. Not only do they know what they're doing, but they're very helpful and always available to ..."
"I have filed with Dennis in 07 and 08 and it has been an effort free occasion for me. Dennis was friendly and to the point leaving me ..."
"Vera Stoddard took great care of refinancing process for a rental property I owned. She is the best. I would highly recommend her to anyone looking to buy ..."
"GREAT CONTRACTOR!!!\r \r We had hired Concorde for designing the plans for our house that we had recently purchased. Came to know about Raj from a friend who ..."
"Nick & Mike from A Plus upgraded my service from 200 to 400 amps. Everything went smoothly. These guys are totally pro, on time, on the ball, even ..."
"I was looking to diversify my investments but my knowledge of the market is limited. I looked for a financial advisor in Rancho Bernardo and gave Gennaro a ..."
"I love the fact that I feel like I??m part of a family, more than just another customer for a financial institution. I love the customer appreciation events ..."
"We have been with the Credit Union for many years. The fees are very low, and the interest offered for deposit accounts is usually higher than the other ..."