Robert is great, he listens well and spends the needed amount of time to discuss investment…read moreoptions. However, he is no longer with Edward Jones. He is currently the CEO of Align Financial. He's still here in Napa and if you search his name the new contact information will be available to you.

My mother and I moved from San Francisco to Napa and didn't know anyone here. After losing money…read morein her investments in the recession she was in a difficult situation financially. We were so fortunate to find Robert Lockhart at Edward Jones. He worked with us personally which I've never had that experience with a advisor before. He found a way to fix her investments. Most financial planners will set up your account but not watch over it but he personally contacts you when he sees a problem in the market when a change is needed. He is highly knowledgeable and trustworthy taking a personal interest in your situation. He has given my mother peace of mind over her over finances to live without constant worry. I can't recommend him enough to everyone !!

We bring all of our questions to Lillian and she very patiently answers them! She is an expert in…read moretax preparation as she is an enrolled agent. When we have questions, she will respond by email quickly. We really appreciate that. We highly recommend her financial planning and tax preparation services to you.

Meyers Financial Service has been working with US for over 20 years…read more I work with Lillian sever times a month and receive timely responses. I recommend Meyers Financial Services. Carroll D. Mills

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

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!

Resa has the prefect blend of down-to-earth style and non-nonsense financial guidance. I was…read moretransitioning away from full time work to open my own creative business while my husband already had his own small business. We needed help navigating this new financial paradigm with what we feared would be a seasonal feast-or-famine rollercoaster. She taught us new habits, how to speak openly and clearly about our financial goals and worries. She was patient and caring but also held us accountable. We continue to use the tools we learned and are on our way to financial stability and freedom.

Working with Resa was one of the best (and most cost-effective) investments I've ever made. In a…read moreshort time, she helped me get a crystal-clear picture of my expenses and goals, and taught me practical, easy-to-implement methods to stay on top of both. I left our sessions with a written plan, a concrete goal in mind, and most importantly - a huge sense of relief from the clarity she gave me. What I really appreciate most about Resa is that she understood that I, like many of her clients, am already juggling a ton of professional and personal life details as it is, and made my next steps extremely doable and extremely clear. Plus, she's an absolute professional, and a delight to talk to. If you're thinking of sharpening up your budget, automating money flow, changing careers, merging finances with a partner, or planning for a big life event, Resa is 100% your go-to counselor. Highly recommended!

Good communication and easy, safe process considering the necessary precautions with the Covid…read morevirus. My regular tax accountant disappeared after filing for an extension so I needed to find another accounting firm in a hurry and Green Valley did a great job.

From the owner: Green Valley Tax Services has over 30 years of experience and performs a variety of tax and…read morefinancial services, for individuals and businesses. Each of our clients receive comprehensive services by highly qualified and licensed tax and financial experts. We take the time to get to know your specific needs and address them. We provide; tax preparation, tax code & law consulting, tax resolution for the IRS, FTB and BOE, financial planning, wealth management, bookkeeping, payroll, retirement planning, divorce planning and more. "We protect your assets like they're our own." We have several advantages over other firms and leverage our specialized expertise to your benefit. Our Staff is always available to answer any questions and give you the help you need. Call us today at (707)-255-8353.

As primary beneficiary of my elderly husband's trust, I would expect to be included in the process…read moreof any amendments or changes. Unfortunately, I was not. Here is my story: My husband scheduled a meeting with Janette Brooks and we waited for her but she didn't show. He scheduled another appointment and she showed up late. I found her demeanor and presentation less than professional. Approximately a year or so later, without my being present, Janette met with my husband and she was added as co-trustee of his trust without my knowledge. Some time later, my husband listed a house for sale with my Realtor daughter. In communications with Janette, my daughter found her to be rude and unprofessional. Janette abruptly informed my daughter that the house could not be sold without Janette's signature on the listing agreement. My daughter had already checked all public records regarding the property and there was no evidence of Janette Brooks being a co-trustee, because an Affidavit of Change of Trustee had not been filed.

I was wanting to change my Trustee to remvoe the burden of my relatives. Janette Brooks responded…read moreprombtly to my email and set up a timely appointment. We had a casual informal discussion and I soon felt more informed and comfortable with the decision to proceed. I have had timely responses to my questions and feel that this was a wise move.

My husband and I hired Andrews Financial Planning to evaluate our portfolio and advise on the…read morepurchase of a second home. Kathryn listened to our wants, clarified our goals and guided us through the process. She clearly requested the information necessary to complete the task and when received, she analyzed it in a timely and efficient manner. Kathryn is an outstanding oral and written communicator, always explaining things in an easily digestible way. She has a unique ability to evaluate a complex set of circumstances and provide practical advice with a variety of options for consideration, some of which expanded our limited thinking. Kathryn was open to all of our questions and concerns and is very well-informed on all aspects of financial planning. Her many years as a transactional attorney adds to her wealth of knowledge, and, as a fiduciary, gave us great comfort that she had our best interest in mind at every stage. We feel we received excellent value, and we will certainly use her services in the future.

I have consulted with Kathryn on a variety of financial and legal issues over the years. She is a…read moremeticulous analyst, and a good listener. I trust her advice implicitly. I admire her ability to formulate a plan even when working with various stakeholders with diverse opinions and goals.

Read the review from 2018 and ML is still just as bad in 2022. Called the ML number for…read moreassistance. Spoke with 8 people over three days and they still messed up my RMD. Several of them didn't even know what I was talking about. I had to give them the IRS publication info so they could look it up. Still waiting for a resolution.

Here is update - After I instructed to sell the equities on 2/2/2018, the money still not available…read morein the account on 2/8/2018. Merrill Lynch told me because someone managed the trade, so it will be slow, you have to wait for your turn to trade. Now it is 6 th day,... I am still waiting.

You will NOT regret working with Art Ramirez and his team. He is incredibly knowledgeable about…read moreboth the process and the area. He's very good at helping you understand everything and is great about staying in contact/keeping you informed. If you ever have a question or concern- he's there. I had a pretty complicated situation selling my home and Art knew exactly what to do. I would jump at the chance to work with him again in the future.

I found Art through a home buying agency. I was a first time home buyer and knew little to nothing…read moreabout the process. Art was knowledgeable and personable from the beginning and walked me through it all, every step of the way. I texted and emailed Art at all hours of the day, and he was always timely and responsive to my queries and concerns. Having a good realtor is one of the best decisions you can make for yourself. I've heard nightmare stories from friends and coworkers and I consider myself lucky to have found Art! I suggest you look no further! My whole home buying process was smooth and quick, even in times like this where the market is tight. I closed in 17 days and I have to say I wouldn't have been able to do this without Art's guidance and timeliness. He made sure all parties involved stayed on top of their parts so we could get the whole deal settled ASAP. I will recommend Art to EVERYONE and hope to be able to use him for selling/buying of all my future homes. Thank you Art for helping me and my family get settled into our new home!