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.

This financial advising service is excellent. No sales pitches, commissions, or hidden fees. It's…read morejust what the name says: Advice Only. The staff is intelligent, knowledgeable, articulate and scrupulously secure, keeping your data private and confidential. If you need to plan for retirement, decide if real estate or the stock market is right for you, or arrange for a comfortable financial future balanced with what you find to be important in life, they can set you up to meet your goals. No agenda other than getting you the advice you need, no judgement, and very reasonably priced. Will pay for itself many times over.

From the owner: Advice Only Financial Advisors provides fiduciary financial planning using the Advice-Only™…read moreMethodology. Clients pay directly for advice—we do not sell financial products, earn commissions, accept referral fees, or charge AUM fees during the planning engagement. The Advice-Only™ Methodology uses structural separation so financial advice is formed independently of implementation-linked incentives. Based in Corte Madera, California, we serve clients locally and nationwide through virtual engagements. We provide comprehensive financial planning, retirement planning, tax planning, investment guidance, insurance analysis, and second opinions through a planning process designed to keep implementation separate from advice formation. Most clients begin with a paid consultation to clarify priorities, evaluate options, and determine the appropriate scope of engagement.

We found Katy after meeting with several other financial advisors and knew from our first session…read morethat we would work with her. From the outset Katy's approach was different. She wanted to get to know us and to understand our big picture. She followed a process to come to a clear understanding of what we wanted and therefore needed in a financial plan. She asked a lot of questions about our priorities, our goals, fears and risk tolerance - as well as our openness to specific types of investments. She listened, then interrogated our answers and helped us refine them and that started to bring our financial plan into focus. She conducted a thorough review of every aspect of our financial life, and taking into account our goals, she developed a custom plan tailored specifically to us that has been easy for us to use and adapt as our life circumstances have evolved. In additional to her professional acumen, Katy is warm, empathetic and relatable - which makes her imminently approachable. She has made herself available to us whenever we've needed her and she always instills in us a sense of confidence and security. We have recommended her to many friends and happily continue to do so!

Starting to Build Our Financial Future: We were new to personal finance and had finally reached a…read moreposition where we could think about saving and investing. Katy offered packages that were perfect for our personal finance journey. She helped us understand the recommendations she was making, so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We saw the many benefits of her guidance and look forward to working with Katy and her team as we grow our family's financial security.

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

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.

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.

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.

Clear, consistent advice that helped me build ways in which to make financial decisions that keep…read moreme in line with what I want to do. I liked the rate/return analysis of my original portfolio and how the new portfolio will provide more risk protection. I particularly liked how I can take away the ideas and use them almost immediately to build my safety net.

From the owner: Supporting small business owners and families to achieve their business and personal dreams through…read moretailored financial plans and wealth management.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

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.