My family and I have been working with Charles Schwab for years for our investments. They've always…read moretaken great care of us. Excellent customer service and follow-through. Not too pushy or esoteric. I've never been fluent in finance-speak. Some of it can be VERY confusing. But the associates I've dealt with over the years (including my current guy - Sam Black), have always been patient with me and my financial illiteracy. They always explain things to me in a way that I can understand. And I truly believe that they have my best interests at heart. Their new Corte Madera office is quite nice, too!

CS refused to accept a power of attorney from the Arizona Attorney General that was properly signed…read moreand witnessed because it didn't state the person's exact illness that they suffered from (Alzheimer's) and only said incapacitated. There are plenty of other brokers, you don't need CS' arrogance, especially when dealing with a family member in this condition.

Christel Robbins-Whittier was very helpful. I have experienced her and Winford as incredibly…read moreknowledgeable and great resources.

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.

Highly skilled experts in a wide range of financial planning services. Transparent structure and…read moreprocess. Tiered levels of financial services with absolutely zero pressure. Excellent team brings range of expertise with strong continuity which is important for this kind of service relationship. Recommend without any hesitation.

From the owner: We are a fee-only (no commissions) offering the following services: - Investment management -…read moreHourly financial planning - Small business 401(k) plans - review, set-up, management - Planning for same-sex couples - Socially conscious investing

I like this branch Little waiting , friendly and efficient…read more It's near Pete's , a two fold & just a hop off the highway . Works for me !!

Terrible experience!!! Avoid this branch. I sent there for 20min waiting for a banker to help and…read morethey didn't even checked in to find out what we needed help with. Very unprofessional!!!

Shoutout to the Chase Bank team in Corte Madera…read more Truly amazing service every time I walk in. The staff is friendly, patient, and genuinely cares about helping you not just rushing you through a transaction. It's rare to find a bank where you feel this welcomed and supported. If you're in the area and looking for a bank you can trust, this is the spot. Thank you for always going above and beyond!

As a business owner, I've been through quite a few banks--starting with Bank of America, then…read moreCitibank, and a few local banks in between. While I enjoyed the local banks, they couldn't keep up with the flexibility and range of services I needed. Chase, on the other hand, has been absolutely fantastic. Whether it's their national team handling anything and everything I need, or visiting my local branch--which is never too busy--the experience is seamless. Clients are moved through quickly, and the managers are genuinely engaged and willing to help. That's not always the case at other banks, where sometimes managers will only assist clients above a certain net worth. Everyone at Chase seems happy, professional, and genuinely helpful. I 100% love it and wholeheartedly recommend it.

As a fellow financial professional, I've known Chris for over 35 years, and I can assure you that…read morehe and Tara will get the job done correctly, promptly and for the stated upfront fee. Like other high quality professionals, the firm's service structure reflects its commitment to comprehensive care and integration of both financial and tax disciplines, so clients know that their financial matters are intelligently established for their sustainable financial future. Their values and work ethic are further testimony to the team's commitment to excellence and superior client service. This CPA firm is an exemplary choice for discerning clients who appreciate the engagement of a seasoned, sensible professional team who will always maintain the commitment to serving their client's best interests.

I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

I have been using Poppy for 24 years for 2 accounts and a few rollover CD's. Always good rates and…read moreso convenient and an excellent reputation and terrific folks who are willing to help. Highly rated, too, Wish they were public - I'd certainly invest but, part of their charm (and reputation) is that they are not,

Love this Poppy branch! Most helpful and pleasant folks as well as excellent rates. I bank with 5…read moreother institutions and Poppy Bank is my favorite. Looking forward to their new Corte Madera location!

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.

After exploring multiple HLOC bank offers, I chose to go with Bank of Marin and I have been very…read morethankful for their support. I was able to meet in person (pre pandemic) and learn all the details and terms. I owe much of my ability to start my solar business and support my Richmond community through our work with non profit NewLife Movement. We really appreciate Bank of Marin. I will be going back for my refinance.

This bank double billed a payment to Pay Pal; then put a stop pay on the erroneous payment…read more However, the original payment never reached PayPal, although said payment was withdrawn from my account. Bank of Marin will not credit my account immediately. Have to go through hoops by visiting branch and signing papers. This was their mistake and they're making me run around in circles. Without my knowledge or permission, Bank of Marin put a freeze on my account. Bill pays to creditors were halted. Personnel (who used to be great) are rude, unhelpful and blamed me for making 2 payments to PayPal and "forgetting" one of them. What BS! Blaming the customer for their problem. Don't bank here.