I recently took a class offered by this company through Santa Rosa Junior College. No sales pitch,…read more fully transparent, just out to teach people a little about investing in later years . Boy, do they know their stuff, I learned so much about retirement strategies in this class. Really knowledgeable honest people.

My wife and I own a business and some real estate and want to retire in a few years. Brian and his…read moreteam met with us and quickly shifted these investments down to the key metrics to help chart a course to retire at our present lifestyle. There were no strings attached...Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk. Very impressive...plan to make them part of our professional advisors.

My wife and myself have been investing with Encore, Dave Brown for 30+ years now. Always had great…read moreservice, good feed back to any questions we had on investments. We would meet periodically to go over our accounts and make any changes that Dave felt was necessary to further our interests. He has always come across as being professional and very informed on various investment choices. Thanks to his guidance on our investments we are financially able to enjoy our retirement years. Thanks Dave to you and your staff.

My company has been doing business with Encore Wealth Management and specifically David Brown, for…read moreat least 15 years, managing our 401K program and helping direct our employees choices. He has been handling my personal portfolio for at least the last 10 and I've found him to be well informed and extremely helpful. He listened to the concerns of myself and my wife and offered his opinions and suggestions.

Professional expectations not met; significant communication lapses…read moreI am sharing my experience as a business owner of 20 years to provide a transparent look at the service provided by this firm. In my experience, Jeff is an excellent salesman who is very reassuring on the phone and tells you exactly what you want to hear regarding service levels. However, once the engagement began, I found that the actual performance did not match the initial promises; when it came time to execute the work and answer questions, he became effectively unreachable. My experience included the following: * Communication Gaps: Despite choosing their highest-tier service plan for its 48-hour communication policy, dozens of emails from my business partner and me went unacknowledged throughout the year. * Delayed Reporting & Financial Impact: I requested my books be finalized by mid-December to allow for year-end tax planning. Because this was not done, I was unable to make strategic business purchases before the year-end deadline, which resulted in a significant financial disadvantage for my company. * Filing Accuracy: Upon seeking a second opinion from another tax professional, I was advised that two deductions on my filed return were applied incorrectly. This has necessitated a formal amendment to my filing. * Unfinished Deliverables: Work on my books for the prior year did not substantively begin until after the calendar year had already ended, despite my repeated requests for completion throughout the fourth quarter. Based on my experience, I would caution other business owners that the responsiveness promised during the onboarding process may not reflect the reality of the day-to-day service.

We had a tax accountant for 30 years and he retired ; ( The new company that took over for him was…read morea complete mess. Tried to tell us all our taxes were done wrong and charge us all kinds of fees (including when we decided to leave them). We went on a search to find a new accountant and after interviewing A LOT of people, we found Jeff and his wonderful associates. This was only a few days before the taxes were due and they totally came through for us. They completed our business taxes as well as two sets of personal taxes. All went smoothly and we couldn't be happier with them. I highly recommend Jeff and the team.

Let me start by saying that everybody in the office is professional and courteous. However, Rachel…read moreTerry is a true blessing to your establishment. She's very professional and very good at her job. I had a lot of anxiety and stress going in to get four years of back taxes taken care of and Rachel put my mind at ease.. She is the epitome of what a professional should be

First off, this reviews goes to all H&R Blocks... first and last time I will ever use them. I paid…read morethem because I needed someone to help me with something I'm not familiar with. They had no clue what they were doing and completely screwed up my taxes. They reported I was supposed to get almost $9000 back in total between state and federal. I got less than $800. They could not explain the variance. Not helpful at all and much more expensive than TurboTax. Never again and will never refer anyone to this company. What a joke! They basically hire anyone even people who seem to not know basic math. Worst experience ever!

Having seen 3 financial advisors meeting Autumn was a joy and a privilege…read more Financial Advisor: #1 is a highly rated SF independent consultant that wanted $4k for a full life plan. I respected her but didn't want a full on $4k plan (really?) or did she respect my concern about the current market? No. I'm glad I left her because I still have my savings. #2 was a firm in downtown Berkeley who DIDN'T TELL ME they we're actually NOT independent (if you don't understand that last sentence go Google that before proceeding with any investments). #3 was a lovely women owned firm that ran the many tens of thousands of scenereros and said 'invest here.' Well, I don't want to, yet. And yes, thank you now please pay our $2k fee. Then I met Autumn. She's like an old friend who has your back, could care less about anything other than your well being, or thinking she has all the answers ... but what answers she has she's clear what apply to me and my situation. And she charges hourly (and I'm sure will quote you if you want X done). Since financial projecting is a math-guessing-game I like that I have a moderate, smart, kind, advisor who respects my concerns, watches out for me, and is fun to talk to. Plus she was referred to me by people smarter than me that I respect! There are a lot of people in finance who are full of themselves and it feels like you're going to the principal's office ... with Autumn I really feel like I'm with my really smart friend who cares about me not cooking my own a** when it comes to where I invest (and has given me GREAT advice so far).

Autumn made time to listen to my concerns about my current investments and make some concrete…read morerecommendations that I could act on. I liked that she works on an hourly basis and doesn't sell investments products or take any percentage. She was kind, very open, and transparent about what her investing orientation was. She even suggested that she might be too conservative for my style. So depending on what you needs are, I think Autumn might be just the perfect advisor.

I used to have a financial advisor that was very hands off. I decided to switch to Holly March of…read more2020. Wow, what a difference. Since then she has inspired me to be an active participant in my retirement plan. She's savvy, smart, and listens to what you want and need. She also gives some needed real talk about where I was and where I need to get to go. I'm excited to have her on my team.

If you don't have a financial advisor who cares about your family's future then you need to talk to…read moreHolly. She really takes the time to get to know you and your family so that she can understand your needs and help you plan accordingly. Holly works diligently to stay on top of changes in the market and always makes herself available to answer questions for her clients. Since working with Holly I have bee able to effectively budget and start saving for my future. I also referred my partner to her. She took a lot of time to get to know him and his preferences for his investments. She went over and above to research investments that fit his stringent criteria. It was important to him that he invest in companies who were socially conscious. She made that happen. I highly recommend Holly Garretson as a financial advisor. You won't be sorry!

I telephoned Joe at his office number requesting a quote for home and auto insurance since State…read moreFarm is not renewing my home owner's policy this June. After not receiving a return phone call from his office, I requested a quote using his online request form. His office responded the same day via email asking me for four items of information to process a quote for me. I emailed them the information the same day. After 7 business days and no response, I called Joe's office and spoke with his office manager Christina. I asked her why she had not responded to my request after giving her the information she asked for. She told me she had received my email but there information I provided was blank. I asked her why she had not at least emailed me or called me to tell me she did not receive the information. She did not have any response, instead she told me she would "have to talk with her boss". I told her that since she did not seem interested in helping me that I should "just move on". She told me that I should "move on". The service provided by this office was both unprofessional and disrespectful. This is not a business I would recommend to anyone!!

Joe and his office manager were wonderful in arranging a policy for us last year. They were…read moreattentive to our needs, and quickly and efficiently provided us a good policy at a fair price. We appreciated meeting them both at their office, where Joe went over in detail the particulars of our policy. They have earned our solid five star rating.

I have been dealing with insurance companies for my businesses needs and personal coverages for…read morenearly 30 years here in Santa Rosa. I have always had excellent service and very competitive pricing from Lawrence Lehr and his staff. They have always been very professional and attentive to my needs as well as my companies needs. Outstanding customer service and a great value !!! Don

I cancelled my policy with Allstate over 3 years ago. I continue receiving solicitous phone calls…read moreafter repeatedly indicating I'm not interested in coming back to Allstate. Today I received another badgering phone call. I told the sales agent from your office that I am currently homeless and without a vehicle. Her response was, "Do you have any friends or family who might need insurance?" I absolutely cussed her out and hung up. Do better a$$holes