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    Charles Schwab

    2.0 (4 reviews)
    Open • 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

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    2 years ago

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    9 years ago

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    8 years ago

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    9 years ago

    Terrible phone system. Impossible to get a real human. Extremely poor customer service. I'm moving my account.

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    Art Ramirez - Coldwell Banker - Probate and trust certified agent

#probate
#trust
#realestate

    Art Ramirez - Coldwell Banker

    (38 reviews)

    Words can't fully express my gratitude for Art Ramirez…read more This was my first time ever dealing with anything like this, and to say it was overwhelming would be an understatement. My cousin passed away and named me the executor of his estate. I suddenly found myself responsible for selling his home while trying to navigate the probate process, with deadlines approaching and no idea where to even begin. Out of nowhere, I started getting flooded with phone calls and letters from real estate agents. At first, I couldn't understand how they even knew about the house. Being completely new to probate, I was already stressed, grieving, and trying to figure everything out. Most of the agents I spoke with sounded like they were only interested in getting the listing. You could hear the hunger in their voices, and that was the last thing I needed during such a difficult time. Then Art called. From our very first conversation, he introduced himself, asked about my situation, and simply listened. I told him honestly that I didn't know much about what was happening with the house. Instead of trying to pressure me or sell himself, he told me that if I ever had questions, I could reach out and he'd be there to help. No pressure. No sales pitch. Just genuine kindness. As time went on, we talked a few more times, and each conversation confirmed that Art was the right person for the job. He didn't just care about selling a house he cared about my story, the probate process, the estate, and making sure everything was handled the right way. That meant more to me than I can put into words. Art went above and beyond in every way. He walked me through the process step by step, answered every question I had, communicated constantly, showed up when he said he would, and always kept me informed. Going through probate isn't easy, especially when it's your first time. To be honest, my attorney wasn't much help throughout the process. Thank God for Art. His professionalism, knowledge, dedication, and passion made one of the most stressful experiences of my life manageable. When challenges came up, he didn't make excuses he found solutions. He fought tooth and nail to get everything done, and just in the nick of time we crossed the finish line and successfully sold the house. Looking back, I truly believe that if I had chosen someone else, I would have been left to figure everything out on my own. This wasn't a simple transaction it was a complicated, emotional situation, and Art never made me feel like just another client. He stood by me every step of the way. That's the difference with Art Ramirez. You're not just hiring a Realtor. You're getting someone who genuinely cares about you, understands what you're going through, and will fight for you as if it were his own family. As Art always says, "No excuses." And he lives by those words. If you're reading this because you're looking for a real estate agent, look no further. Art Ramirez is the one you want in your corner. I'm proud to not only call him my Realtor, but also my friend. He will be the only Realtor I ever call. Thank you for everything, Art. I'll never forget what you did for me.

    It was a pleasure working with Art he is very committed, dedicated and hard working person our…read moresituation was a little complicated but Art made it so easy to navigate the way he comunícate with us and kept us on the loop was amazing thank you so mucha for getting my uncles house sold as fast a you did!! my family and I will for ever be thankful of your commitment, thank you again., the best 09/13/26 Rohnert Park Ca.

    Edward Jones - Financial Advisor: Gary D Norman

    Edward Jones - Financial Advisor: Gary D Norman

    (1 review)

    I know Gary a bit socially, and so when my mother needed help dealing with her finances, I thought…read morehe would treat her right. I went with her to help out when they first met, and I saw immediately that I was right. He basically acted as though she was family, and this enabled her to relax her concerns about letting someone get involved in her finances. He asked her a lot of questions and developed a plan for her that she was comfortable with. When Gary's name comes up, my mom cannot stop talking about how great he is. My wife and I signed on with Gary not long after. We don't have a ton of retirement, but we were tired of watching it earn next to nothing in money market accounts, or shrink rapidly in mutual funds that we seemed to be picking out of a hat. Since we hooked up with Gary, our funds seem to be growing conservatively, but steadily. Also, anytime I want to talk about anything regarding our investments, Gary is readily accessible. I have now passed a few other friends to Gary, and he has helped them with different issues. Everyone is psyched they found him. He is a very real guy, simple to connect with and comforting to work with regarding the sensitive issues of your savings.

    From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

    Redwood Credit Union

    Redwood Credit Union

    (34 reviews)

    The staff at RCU napa on 1st street are Super amazing friendly and professional. Love this…read morelocation. They even have clean restrooms! They've gone out of their way to help me. I don't know how many times . The only downside about this place is it gets REALLY busy. there's only two ATMs. Parking is somewhat limited.

    After 18 years as a loyal Redwood Credit Union member, I will be closing all of my accounts and…read morenever doing business with this institution again. I recently paid off my auto loan in full. Prior to submitting the final payment, I explicitly called customer service to ask how long it would take to receive my clear title, as I am relocating to Spain and need the physical title to ship my vehicle. Based on the advice provided by their team, I processed the final payment on August 19 directly from my Redwood Credit Union checking account. When I called today to check on the status, I was informed that my payment had been placed on a 9-business-day "hold" to ensure it cleared--despite the funds originating internally from my own RCU checking account. To make matters worse, I was then told it would take an additional 4 to 6 weeks from today just to receive the title. People rely on precise, accurate timing when managing major financial and logistical matters--not vague excuses and empty apologies after the fact. Because RCU provided inaccurate information upfront and mishandled the internal processing, my vehicle cannot depart as scheduled tomorrow. I am now forced to cancel and reschedule international shipping at the last minute, incurring substantial additional costs. RCU's severe lack of accuracy and accountability has put me in a major operational bind, completely destroying the trust built over nearly two decades.

    Charles Schwab - investing - Updated September 2026

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