She is simply the best. Especially when it comes to taking care of her customers who she treats…read morelike family.

We cannot even begin to describe how helpful Joan has been over the years. She has managed our…read morehumble portfolio (along with those of our two daughters) for years. She is pro-active, strategic, thoughtful and just a pleasure to work with. Because she is an active member in the same community we live in and is a few years ahead of us in life, she can guide us as we evolve our financial strategies. We are so appreciative of everything she has done for us.

Marian is awesome. She worked with us over a year during the home search process. I would recommend…read moreher to anyone looking to finance a home, and especially young first time home buyers who can benefit from her extensive expertise in loans and personal finance. Marian was always ready for the changes and bumps we threw her way, and ended up getting us a great loan on our dream house. Her advice and support along the way were priceless.

Marian has been working with me to get a loan for a home for over a year now and she has been a…read moredelight to work with. She is patient and persistent and always sensitive to my situation. Marian has and continues to exercise every option out there to get the best loan for my specific circumstance. I recommend Marian to help you the next time you are looking for a mortgage broker.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.

Charles Schwab national is still competitive with other brokerage services, but its employees in…read moreCorte Madera, CA are both "stressed out and completely inefficient and sometimes largely incompetent" both in person and by other communications in the eyes of account holders with approx. $10 million in accounts.

Kind, friendly, efficient and clean space. Look forward to doing long term business with them!read more

Due to recent changes at Vanguard, I was forced to find a new home for some of my accounts…read more Fidelity' seemed like the best option so off we went to Larkspur to get the ball rolling. We arrived at the appointed time and were take back to a private office after a few minute wait. Staff were friendly and helpful, getting our account opening and transfer paperwork submitted. Hopefully everything goes forward smoothly. They offer many wealth management services and their website it easy to navigate and filled with useful tools (like a bond searching engine). They also have a nice refreshments area for guests.

Because recent life changes have forced me to deal with a number of different financial firms, I…read morecan make informed comparisons. The service my family received at the Larkspur office of Fidelity stands out for its kindness and efficiency. I would like to particularly commend Gustavo Sanchez for his skillful handling of the transfer and retitling of accounts. When other firms clung to arcane and obsolete procedures (I'm looking at you, Columbia Threadneedle, with your insistence on Medallion Signature Guarantees), Gustavo unerringly completed and submitted their paperwork as well. At a difficult time, the people in this office were extraordinarily helpful.

I used to be locked into a dysfunctional relationship with a tax preparer who embodied everything…read moreyou wouldn't want your tax preparer to be: late, non-responsive, foggy-headed, and sometimes flat-out wrong. Why it took me so many years to break away is a question for my therapist. When I finally decided to go to a REAL professional I found myself here, in the amazingly capable hands of Jackie Thomson. It was like the storm broke, the Jesus rays shone down from the heavens, the sky cleared, and it was a cloudless-still-74-degree-day. And that's the way it's been ever since. Hallelujah. Jackie answers e-mail in a flash, gets the job done on time, exhibits work ethic excellence, is reliable, trustworthy, organized, and timely. Basically, she's the consummate professional and I'm left looking for her replica in every other service business I patronize. So, there you have it. Why you'd go anywhere else can remain your little secret but once you switch to Jackie (and Anspach) you'll want to blab it all over the place just like me.

The people who work there are pompous jerks who overcharge for the little work they do and file…read moreunreliable tax information. Find some other group who will treat you with better respect. They seem nice the one year we worked with them but in the past we have never had to pay both State and Fed... this group has no clue how to work any kind of tax law that will get you benefits and they charge 2xs as much as other offices. They would not see us in person because they were "too busy". But my sister in law called the same day and ( and it's not even St. Patrick's day in March) got an appointment within the same week.... they play favorites and if you are new and don't have more than 3 apartment buildings and lots of money you are a poor s-o-b who they don't have time for. Plus did I say we only worked with them through emails last year because they "didn't have time" to see us in person and never really got us as clients - they just charged over priced cost $$$$ and we had to pay for the first time in a long time where I don't think we had to. Save ur money and find someone who will work with you personally - these people suck! They are jerks over the phone and will not even let you talk to the person you want to talk to! They suck!!!!

Pensionalysis was very frustrating to work with in the past. Now they have merged with Loren D…read more Stark Company, if they were MIA before, they are super MIA now. I started the process of a IRA Rollover months ago. 6 emails just to get the distribution form. Then 23 emails for 2 missing items, that were requested from an old email address, after they had been given the updated email address months earlier. They will hold your retirement hostage.

They are extremely rude, every last person that works at this company. I have had numerous times…read morewhere I needed some information about my 401K plan and they for some reason will not return their customer's calls. I have had to wait for three weeks without an answer and after finally connecting to a person from another extension they tell me that the person will take a message and get back to me. Yeah right!!!! Does anyone really work at this company? I suggest they take some customer service classes and brush up on their human interaction skills which is required for a successful business!