Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS® - Fremont (CA)

Ayushmann Khurana Sure! Here’s an awesome review you can use for SB Financial and Sandeep: I’ve been coming to SB Financial for the past 15 years, and I can confidently say that Sandeep is the absolute best when it comes to tax filing and financial services. His deep knowledge, professionalism, and attention to detail have made every tax season stress-free for me. Sandeep takes the time to explain everything clearly, always ensures I get the best possible outcome, and truly cares about his clients. His consistency and dedication over the years have earned my complete trust. If you’re looking for someone reliable, experienced, and genuinely helpful—Sandeep at SB Financial is the one to go to! Highly recommend!

Jasmin Marcus Over THIRTY years in the mortgage industry right here in Fremont!!

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

Guillory Bruce I would like to start off by saying thank you to the Lendmark staff, especially Carmen. She was so down to earth and so transparent as a person I had just met. I can’t thank her enough for listening and understanding. When life happens and things we can’t control come into play it’s places like Lendmark and Carmen who showed not just integrity, but pure professionalism. She took the time to understand my situation and help to find a solution when most places would have just dim the lights even more. Nobody wants to be in unexpected situations, but Carmen related to the situation not only as a professional, but as a person who understands life in general. Once again thank you Lendmark and Carmen for being about customer service.