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A27Reviews
Business Description:
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If yo...
Recent Review:
ARandy was extremely helpful with our situation! He was very thorough with his explanation and advice. He provided scenarios that we hadn’t thought of that we will be using. Highly recommend. Professional and courteous.
Reviewed by Stacie G.
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A68Reviews
Business Description:
2013, 2015 and 2016 Angie's List Super Service Award Winner! I am the Owner of Value Mortgage Inc. and have been originating loans for my clients for the last 20 plus years. Every loan is tailored to the customers needs and wants, both short term and long term. By utilizing many wholesale lenders and the most recent programs I provide a game plan that will be best suited for you.
Recent Review:
AWe've used Todd twice now and will continue to use him in the future. He is prompt and trustworthy and got us great deals during both mortgages he helped us with. He's also full of great advice for both investors and first-time homebuyers. Everything was stress-free and the whole process was super easy despite our complicated loan structures. I highly recommend him and send all my friends to him.
Reviewed by Victoria M.
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A26Reviews
Business Description:
I am LOCAL and a SUPER SERVICE AWARD WINNER for 2016 and 2015 (and probably 2017 too!) with ALL 'A' REVIEWS. I have 20-YEARS EXPERIENCE and we are a DIRECT LENDER and the 2nd largest mortgage bank in the U.S specializing in mortgages both Residential Purchase & Refinance; ABOUT ME --I am 48-years old and have been in the mortgage industry for 20-years. I work almost 100% by referral from satisfied customers and professionals! --I graduated in 1998 from U.C. Berkeley with a 3.86 GPA and was aw...
Recent Review:
AI just closed escrow on my first home and Doug was with me every step of the way. He had been recommended by a friend whose opinion I hold in high regard. From the very first phone call, I could tell I was in good hands, and he was awesome throughout the entire loan process. I can't imagine working with anyone more on top of it than he was. He is incredibly knowledgeable, always responded immediately, and has a solid team working with him. You won't find a better mortgage broker than Doug.
Reviewed by Nicholas N.
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A64Reviews
Business Description:
With over 30 years of combined experience, we pride ourselves on offering top-level, white-glove service to our clients. Visit us today for a FREE review of your previous year tax return! We use the latest technology, including a secure cloud file exchange and electronic document signatures. You can view our office and meet Greg and Angela at this link: http://www.taxproff.com/greg-freyman-video/
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A199Reviews
Business Description:
8x Super Service Award Recipient. Call or text me directly on (888) 261-3584 or email bruno@healthbrokersonline.com. Independent insurance broker representing every major health insurance carrier in United States. I help you understand all your options and compare between the carriers in your state to find the one with the best rates in your area, as well as the policy that is best suited for you based on your specific situation. I am here to answer any question you may have. I am experienced...
Recent Review:
DI called and spoke with someone before the Thanksgiving holiday, and was assured I would hear back from them. I heard not a peep until they finally called back on Jan. 14! Ridiculous. Don't bother with this outfit. Not serious.
Reviewed by Mark M.
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A336Reviews
Business Description:
www.scoreologyusa.com is a national credit repair company providing our clients with one on one unmatched customer service. We have a track record of proven, outstanding results. We offer a wide variety of credit repair, building and budgeting services. Give us a call to set up your Free Consultation. Scoreology was formerly known as Credit Dr.
Recent Review:
AUnbelievably well. Daniel was real good with advices and which direction to take. Real honest and straight forward. I would recommend to anyone struggling to get back on track as far as credit scores go. Don't hesitate.
Reviewed by Adriano S.
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A38Reviews
Business Description:
Flexible appointment hours
Recent Review:
APersonal taxes. Robert returns calls, answers questions, is professional and knowledgeable. He explains things well and I recommend him.
Reviewed by Kivie W.
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A1Review
Business Description:
Credit Monkey is now offering services to all 50 states. We have a automatic software that disputes and challenges all of your negative and inaccurate items as well as inquires on your credit report. We make sure that all corrections are made with all 3 bureaus (Experian, TransUnion and Equifax) to Increase Your Credit Score. Credit monkey has a $0 enrollment fee. Yes, FREE to start, We Don’t charge anything until your first letters are mailed. Rates start from $99 monthly (monthly payments d...
Recent Review:
AMy score was increased tremendously within 40 days of hiring credit monkey. Thank you guys so much!!
Reviewed by Sel Y.
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A20Reviews
Business Description:
New Era is a debt settlement/ debt relief company that helps people dramatically reduce their debt obligation and become debt-free. Since 1999 we have settled over $200,000,000 in debt for our clients saving them years of monthly payments and thousands of dollars of principal and interest.
Recent Review:
AI researched many debt consolidation businesses. New Era was by far the most highly recommended and I can see why. I contacted them in late 2017. They put me on a four year program to get out of debt. With their help and negations with my creditors we were able to get everything paid off in a year and a half. Two and a half years early. I would have never been able to do this on my own and without their help. They have excellent communication with their clients and set up a portal so you can view everything they are doing and how far along you are in the process. I could not be happier to be 100% out of debt in the amount of time it took. Great job new Era!!!
Reviewed by Gino B.
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F1Review
Business Description:
American River Bank is a community bank serving the needs of business in Northern California since 1983. We give business owners more reach by offering financial expertise and exceptional service to complement a full suite of banking products and services. Our honest approach, commitment to community and focus on profitability is intended to lead our clients to greater success. Deposits, Cash Management, Merchant Services, Real Estate Loans, Business Loans, Equipment Loans, Lines of Credit.
Recent Review:
FABSOLUTELY HORRIBLE BANK!!! Stay away from American River Bank like your life depends on it!!! I would give ZERO stars but they don't allow it. They non-stop harass for no reason customers like me who fully pay their mortgage on time each month. Why? Because they want to fabricate a "default" so they can unfairly raise interest rates on my mortgage. And you cannot escape to another lender because they have very high and unfair prepayment penalties so you are stuck.
Reviewed by Nate S.
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Recent Finance Advising Reviews in Folsom
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AIRA ValuationsJoe and Shaleigh provide excellent advice and timely evaluations of IRA's related to private equity, loans, real estate, LLC's etc. for a nominal cost and have saved me $$thousands on taxes for several of my IRA investments.- Steven B.
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FAmerican River BankABSOLUTELY HORRIBLE BANK!!! Stay away from American River Bank like your life depends on it!!! I would give ZERO stars but they don't allow it. They non-stop harass for no reason customers like me who fully pay their mortgage on time each month. Why? Because they want to fabricate a "default" so they can unfairly raise interest rates on my mortgage. And you cannot escape to another lender because they have very high and unfair prepayment penalties so you are stuck.- Nate S.
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ANEW YORK LIFE INSURANCE COAlbert Paula is my representative. He is an excellent, wonderful young man. If he does not want me to invest he will tell me; he does not take my money. I see him on a semi-annual basis; he handles my whole family. He is very honest and he is making money in our investments so he stays on top of things. He does not put money into wild and crazy things. Albert studies a lot and I appreciate that he does his due diligence. He is very good with my family and that makes a big difference, too. He has never been late or not responded. This young man is fighting cancer and he always shows up. I am sure he feels terrible, but he is always there and is always dressed beautifully. He is always a gentleman.- Lynn M. S.
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AValicThey listen to you, they are professional, helpful, educating, and prompt with their works. I follow them.- Robert B.
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AUNITED FINANCIAL SVCBeen going to United for about 15 years. Always dependable and pleasant. Difficult to park, but that's Davis for you. I'm sure there are cheaper places to have your taxes done, but no better place. I ask for Donna.- Kathy S.
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ALPL FINANCIAL SERVICESShari provides sound financial advice. She creates a personal portfolio and answers questions. She is very knowledgeable and I highly recommend her services.- Sandra S.
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ACarbahal & CoMy first visit was a Complimentary First Visit - No charge. Larry Olsen was right on time. I found him to be intelligent and knowledgeable. He listened to my concerns and questions. Then we took each question one by one, and broke it down in to parts for better understanding. Then Larry described the alternatives they could offer for each question- again in as much detail as I wanted. I will see Larry Olsen again, and recommend him to anyone looking for an integrity financial advice. I Was very pleased!- Patricia R.
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APhil LenserMy husband works with him on a continual basis. Phil calls my husband on an ongoing basis. We like his availability and the fact that his advice has always been proven through the years and time to be very good and very reliable. He is very professional. We will absolutely continue to use him.- Sharon V.
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AQuoteHeroWas provided detailed information on costs and benefits. All my questions were answered thoroughly.- Richard A.
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AMAXWELL & MAXWELL CONSULTINGThey provided me with financial advice in regards to my mother's estate and they saved us thousands of dollars. I have already recommended them to several of my friends and I have written recommendations for them. I don t know what I would have done without them.- SUZANNE D.