Expressing Gratitude to Our Teachers

Joanna is Amazing to work with. She is knowledgeable, patient and very understanding of my needs. Her flexibility and support made a big difference, and she helped me feel confident and safe. I truly trust her and am very grateful for her help. I definitely recommend her services.

It's an honor to work with Shawn Vile, what I appreciate the most is she keep the same positive energy. It let's me know she is passionate about what she does, and she enjoys every minute of supporting me. She also enjoys small talk, which I enjoy. It helps me to believe she not a job title. She excuecute her job title very well. I would highly recommend her. Thank you for all you have done. My family and I appreciate you.

Excellent Service! Joyce is absolutely amazing — enthusiastic, professional, and genuinely dedicated to helping her clients. She made the entire process smooth and straightforward, and her attention to detail and positive attitude really stand out. I’m grateful for her support and highly recommend her and the firm to anyone looking for outstanding service.

Joanna Lopez is awesome! She is very friendly and knowledgeable. She helped me to navigate in setting up my finances for retirement. She put me at ease and answered all my questions. I feel she really has my best interests at heart. Thank you again Joanna and I look forward to working with you in the future.

I had such a great experience working with Paul A., He made the process of getting signed up for my work health insurance simple and stress-free. He was extremely knowledgeable, answered all of my questions clearly, and guided me through everything step by step. On top of that, he was kind, patient, and took care of everything quickly and efficiently. I really appreciated his help and would highly recommend him to anyone needing assistance with their benefits!

Without hesitation, I submit this highly favorable review of Joyce Fairchild's performance today while assisting me with my tax shelter annuity plan. Both her cordial and professional demeanor attributed to my feeling of being at-ease despite the limited knowledge that I had before hand. I am so grateful to have her as my representative, and I look forward to a very productive work relationship with her in the future. Sincerely, Geraldine Sutton

Joanna was able to answer all my questions and guide me through the process of setting up my retirement accounts. I find this process stressful and confusing but Joanna helped me to made sense of it easily. I found her to be very easy to talk to, knowledgeable, and supportive. I felt totally comfortable talking to her. It put my stress at ease knowing I was talking to an actual human. I know I can contact her in the future with questions or changes and she’ll make it easy for me to navigate this.

Kusuma Suharto was absolutely the best. She really helped me understand the whole process and being so kind and patient with both my brother and I. She really put me at eased and answer all my questions. Kusuma was extremely helpful. I’m very fortunate that my school district referred me to this company.

It was a pleasure to have Joanna guide me through the 403B process. I appreciate her easy going yet very informative and knowledgeable personality. She made the process of transferring over my 403 very easy and efficient.