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“Called the amazing Nicole couple weeks ago about looking for a gold pcgs 65 Saint Gaudens for a customer of mine.. She found the coin I needed I explained im out of state it would be a couple of weeks she said no problem I will hold it for you till you can visit the coin shop no deposit needed !!! Just got this beautiful coin today and just amazing service no bs this is 5 star service!!! Just did a short video youtube Oregon Stacker!!”
“Courtney and her team made me feel comfortable right away. She was knowledgeable and explained things so I understood how my assets would be invested. She designed a portfolio which met our short and long term goals. But what I really appreciate is that they are responsive to me anytime I call and everyone helps out getting answers or processing paperwork.”
8AM - 4PM
926 E Cypress Ave Ste 900, Redding
Investing
“Chris Hall, our financial advisor for the last 5 years has been a blessing for my wife and I. How does someone be so smart, so caring, so honest and yet still be extremely professional, well Chris Hall is all that and then some. He is well known and highly respected in our community. He has assisted my family in a way so unheard of in today's society. He is our professional financial advisor and a great friend who would do anything to make our life a better one. He is a good man.”
“I sat in the Cypress branch waiting for them to provide an emergency wire for me. I finally was fed up and called Pine Street branch. Abdu answered the phone immediately and gave me the green light to come down The drive over took longer than the time to do the wire Abdu Reda went above and beyond to save the day”
Investing
Investing
Investing
Investing
“John Pohlmeyer has been my financial advisor for several years now. Expect straightforward answers, insightful knowledge, professionalism, and experience in the industry. He and his family provide decades of insight and multiple generations of knowledge.
I highly recommend Mr Pohlmeyer and his very proficient staff for a stress free investment experience.”