Roseville, CA Financial Planner

Very knowledgeable and professional company. I would highly recommend.

Heather has been a great partner in helping us transition to retirement. She helped us create a plan and walked us through all of the steps. My husband and I feel very co ... more

Excellent professional! Great communicator and Knows his business. I would recommend !

Randy Kershaw was incredibly kind, helpful, and patient throughout the entire loan process. We can't thank him enough for making our experience as easy and pleasant as po ... more

I believe WGG is the best financial planning agency in the area. My wife and I have been with them for 20 years and have been extremely happy with their professionalism, ... more

Thrivent had better life insurance product at same price, plus Thrivent gives back a lot of money to the community. Brad is friendly, patient, and knowledgeable.

We have been extremely happy with the consistent results of our retirement funds that have been managed by Mark & Jen. It has brought us assurance that we are in good han ... more

We have been extremely happy with the consistent results of our retirement funds that have been managed by Mark & Jen. It has brought us assurance that we are in good han ... more

Was referred to First Command by my brother and Justin became my financial advisor. Could not be happier with my experience. I have recommended him to multiple people. He ... more

Dave stays on top of my current financials and future needs. He has given me a since of financial comfort for the years ahead.

I've had several financial advisors in my life and Bret is head and shoulders better than all the rest in many ways.  Here's why I think he's so great:-He lis ... more

Excellent professional! Great communicator and Knows his business. I would recommend !

Excellent service, friendly staff, convenient office, and Trustworthy Investment Advice.

I can't begin to say enough amazing things about Tom! His level of knowledge is astounding. He's honest, fair and extremely trustworthy. He takes the time to go o ... more

I went into First Command to talk about a auto loan refinance they were able to get me approved within a day with only a 2% interest rate compared to the 10% that I had a ... more

Great financial advisor with over thirty years of financial and accounting experience! As his wife I would know, however I'm an accountant myself and Phil is also a CPA ... more

I recently enrolled in a CPR class with Next Level Advisors. The class was a blast and the instructor, (Dave) was amazing. I highly recommend this class.

Called and emailed several times to change beneficiaries with no response. Also just found out I owed the First Command Bank $500 never got a phone call or letter in the ... more

I chose your life insurance because of your agent's enthusiasm.

It was painless. And Monica & Josh were very kind people to work with.

I chose your life insurance because of your agent's enthusiasm.

I chose your life insurance because of your agent's enthusiasm.

I chose your life insurance because of your agent's enthusiasm.

I chose your life insurance because of your agent's enthusiasm.

It was painless. And Monica & Josh were very kind people to work with.

I chose your life insurance because of your agent's enthusiasm.

Incredibly dishonest and shady place. I was called, out of the blue, about important updates to my health insurance. When I attend the zoom call, it turns into a pitch ab ... more

Incredibly dishonest and shady place. I was called, out of the blue, about important updates to my health insurance. When I attend the zoom call, it turns into a pitch ab ... more

Incredibly dishonest and shady place. I was called, out of the blue, about important updates to my health insurance. When I attend the zoom call, it turns into a pitch ab ... more

Incredibly dishonest and shady place. I was called, out of the blue, about important updates to my health insurance. When I attend the zoom call, it turns into a pitch ab ... more

A great place to work with caring agents and dedicated managers and administrators.

A great place to work with caring agents and dedicated managers and administrators.

Reached out to Randy K about reviewing my situation and he was great in getting back to me but then after sending all info to him I had to reach back out every time. He s ... more

I have been with Christain Ortez for 2 decades. He is hard worker and a persure to work with. Alreadys ready to help anytime I need him expain what is going with my accou ... more

So far I am very pleased with SAFE Credit Union. They have helped me through the car buying process without fail.

Extremely warm staff! I am very pleased with the quality and care of my financial team, especially their patience with me and my concerns.

I had an extremely unpleasant experience with Westlake Financial Services. The staff was consistently rude, often hanging up while placing me on hold. Moreover, when I re ... more