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Christian Zvokelvia Google

7 months ago

I've been working with Eric Villalobos for several years now. I was one of his clients at his previous institution and decided to stay with him when he moved to Sheid. He's done an excellent job helping me navigate my changing financial needs, including moving across the country and being temporarily unemployed. Even though I'm no longer local after moving to the Midwest, he still checks in with me frequently to make sure my needs are met. On top of being a great financial advisor, he's also just a great guy. Very personable and genuinely cares about his clients. I definitely recommend his services.

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Mochavia Google

7 months ago

Eric Villalobos has been our financial advisor, managing our financial investment and insurance strategies, for some years now. He was also instrumental in helping us secure an affordable whole life insurance policy. Most financial advisors/entities only contact you when there’s a need or change in strategies but Eric is in regular contact with his clients which is so assuring. He is very experienced in the financial industry along with being professional and friendly! He and his partner Russell Sheid are highly recommended.

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Craig Edwickvia Google

7 months ago

Working with Eric Villalobos has been a game-changer for my financial future. From our first meeting, Eric demonstrated deep knowledge, clear communication, and a genuine commitment to helping me reach my goals. He took the time to understand my unique situation and provided tailored advice that made complex financial concepts easy to understand. What really stood out was his transparency and his ability to explain not just what we were doing, but why. Whether it was retirement planning, investment strategy, or budgeting, Eric made sure I felt confident and informed every step of the way. He’s proactive, responsive, and always willing to go the extra mile. I’ve seen real progress in my financial health since partnering with him, and I trust his guidance 100%. If you’re looking for a knowledgeable, trustworthy, and personable financial advisor, I can’t recommend Eric highly enough.

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Adriana Urendavia Google

7 months ago

Eric Villalobos has been our financial advisor for the last 2.5 years. He is extremely professional, he listens well to see what our needs were. He answered and explains every question/concerns we had. Has taken the time to meet with us and help us make the very best decision according to our current and future needs. We are very much grateful to him. Eric, Thank you so much for all your time and support can’t thank you enough.

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Diana Jungvia Google

7 months ago

It’s been such a pleasure having Eric Villalobos as my financial advisor. He patiently answered my numerous questions about my finances along with educating me on the best recommendation for my future goals. He checks in on me regularly to update me on how my account is performing. Eric is friendly and very personable. He is the perfect choice in handling my finances. Thank you Eric!