Financial Services in Fair Oaks, CA

From Business: Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another kind, I'm here to help you understand the insurance coverage you…

I can't imagine banking anywhere else. This CU offers full service, online, and specialty services. With good rates and low fees."

This bank has no hidden fees and I feel comfortable depositing my money into this bank. It is clean and they are fast and efficient. One of the best banks I've ever had."

Great Bank! Glad I've finally found a bank that I can trust with my money. It is clean and the customer service is great. Definitely a bank you can trust!"

Great location and great people They always know what they are doing to help. I would recommend this location"

Great bank, never had to wait too long in line to get things done. Very nice staff and knowledgable."

We have had great advice and service from all the advisors here. Very professional and experienced helpful employees."

I use this branch at least three times a week. They all know me and are very friendly. Never long lines either."

Very nice location. Great staff who are very God at their jobs. The are informative and friendly. I would recommend this location."

I have been working with Alan Mortgenson for the past 2 years. He listens and also offers his advice and input."

I have used this company a couple times and they are very fair with their loan amounts. I really like that they allow you to extend your loan as well."

Best financial advisor if Jonathan Wilson! He takes great care of our money and is very accessible! We have had a very pleasant, work relationship with him and he is always…

I have been coming here for a few years. They took a personal interest in me and my business and have made doing my taxes so easy. I've recommended them to many of my friends!"

David Lockwood has been my Corporate and personal CPA for 20 years. He has guided me through three corporations and assisted me in acquiring funding. He is an integral part of…

Koi Tax Services moved in 2015. The new location is: 2151 Professional Dr., Roseville, CA 95661. Phone: (916) 367-6974.I have been a client of Mr. Dwaine Baasch for several…

We went into Charles Schwab to gather information on their accounts. Their front office staff was very friendly and helpful. We were able to talk to an adviser within five…

The staff at this company is super nice and very helpful. Competent company and you don't have to go downtown."

Clean and convenient, especially when you're headed to the lake. There's also a grocery store and liquor store in the same strip mall, so you can get everything you need for a…

Terrible customer service. It gets worse and worse each time I have to go into the Folsom branch, no matter how simple or small the transaction. The teller, who I found out…

My fiancé and I had a terrible experience with Supreme Lending and John Kimble. John came highly recommended by our real estate agent who pushed us to use him rather than our…

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

From Business: QuickBooks Certified ProAdvisor -- Are your books a mess? Need help setting up or learning how to use QuickBooks? Tired of getting adjusting entries back from…

From Business: Prime Equity Mortgage is a mortgage brokering firm that works with a variety of mortgage banks, non-conventional lenders, and private capital. We offer mortgage…