9AM - 1PM 2 - 5PM
1375 Exposition Blvd #101, Sacramento
Financial Advising
“I've been with first northern about 10 years now,since 7th and jst. Location.These people have outstanding customer service,they always know my name even when I call,I get an actual human being! And I've never even felt like it's a bank,just a really friendly and comfortable place i go.”
“I have been working with Lesa for several years and she is a wonderful advisor so responsive and helpful in guiding me in my investment decisions. She is patient explaining to me my options in a manner I can understand and make informed decisions. She is caring and compassionate towards her clients and makes them feel like friends rather than a client relationship. I would highly recommend her to anyone seeking guidance in their financial matters.”
“This is my financial advisor. Mr. Allison is an excellent source of information, and advice that is specifically for me in my situation. His expertise is invaluable in growing family investments. I highly recommend him to anyone who has a desire to ensure the growth of wealth. Knowing where you stand with retirement, investments, large purchases, and management of personal wellbeing is pivotal for life planning. He will step up and go to bat for you.”
“Great service from Mathew in a beautiful , professional atmosphere. He was kind, friendly, and extremely knowledgeable. Additionally, he was very caring about our financial situation and offered wonderful financial advice and planning.”
“I was referred to Charles Schwab by friends while traveling because they don’t charge foreign transaction fees, which is a big plus if you travel a lot like I do. The only downside is that since it’s a brokerage firm, most things are handled online.
I recently visited this Sacramento branch after having trouble depositing a check through the app. I was very impressed with the service I received. Ed at the front counter greeted me with a warm smile and was super friendly and helpful. The whole process was quick and easy. Highly recommend!”
9:30AM - 6:30PM
5383 Franklin Blvd B, Sacramento
Financial Advising
“Many thanks to Ms. Veronica for the information I needed and helping me with the entire process. Made the process super easy, I would recommend all my friends to this site!”
“Whitaker and Associates are just plain awesome. Always professional, patient and have insight into the latest tax laws to help me get more money back. Anyone can input numbers on a screen, charge you any amount and call it a day. Chris takes the time to find you all the deductions he can and will even call you with questions to help you, if he can, get even more money back. Every year with Whitaker and Associates I have gotten money back! I highly recommend them.”
“I feel lucky to find Max, very helpful call that I experimented, full of great tips and ideas, very respectful and patient, never watch the clock, as soon as he start, he never stop, until you'are satisfied, I personally highly recomend his tax services, nothing but the BEST!!thanks Max”