2025-11-11T18:53:38.047Z

Jessica is so helpful and helped me manage my anxiety when it came to setting myself up for my future. She is thoughtful, respectful and considerate of your needs and is flexible around meeting times. What more could you want when planning for your life!

2025-11-10T19:59:30.527Z

Very knowledgeable about CALSTRS, valuable information given, flexible times for meeting.

2025-03-13T22:26:17.538Z

Seriously wonderful!!

2024-08-07T18:55:25.921Z

I recently had the pleasure of working with Jessica regarding our retirement needs, and I couldn't be more satisfied with the service she provided. Her service was quick, informative, and incredibly helpful. She was able to answer all of my questions thoroughly, ensuring that I understood all aspects of the retirement options we were discussing.

2024-08-05T23:35:11.155Z

2024-08-05T20:53:47.581Z

I feel secure and set up for retirement working with Jessica!

2024-03-21T19:07:55.818Z

Jessica is an outstanding Retirement Insurance Specialist to work with, answered all of my questions regarding retirement planning and TFRAs, came up with great options and had me on board with an excellent plan in no time! Responds quickly to questions, is very knowledgeable and personable!

2024-03-21T00:29:39.088Z

Super flexible and answered all my questions.

2024-03-06T18:19:30.767Z

Jessica Yates is a great retirement specialist that consistently demonstrating a strong work ethic, attention to detail, and a high level of professionalism.

2024-02-26T16:16:33.623Z

Jessica Yates is one of the best financial advisers I have ever worked with. She is professional, very competent, excellent communicator and has perfect understanding of the issues at stake. I needed advise on retirement from multiple entities and she understood my needs, addressing them perfectly. I recommend Jessica to anyone in need of retirement guidance. Dr. Chris Condeiu, Professor of Chemistry, Adjunct, MVCC

2024-02-17T18:27:15.717Z

Well I am finally sitting down with retire specialist Jessica Yates and feel like I am in the right place. She is calm, kind, matter of fact and knowledgable about how to move my resources in the right place and that will work best for me. Working with Jessica makes me feel a bit more confident in planning for my future. I know it's ultimatley up to me to get on the ball with my funds. If I have questions I know she will walk me through it. Thanks Jessica!

2024-02-16T17:07:47.194Z

Finally answers and advice I needed

2023-12-08T03:37:02.783Z

Jessica is amazing! She is knowledgeable and understands the stuff I don’t have time to research myself. She walked me through the entire process and helped me make financial decisions I feel good about. She is very organized and gets everything done in a quick manner. She’s made the whole process flow so easily.

2023-12-08T00:26:47.154Z

Was a great experience. Finally someone who cared and found us the best insurance at a reasonable price..especially at a time when insurance is hard to find..