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.

Family business that treats customers like family, always there when you need them, great rates too!read more

They have been our insurance Co for over 7 years. Always very helpful na d polite. We have shopped…read moretheir rates a few times over the years. i have not found better any where else. Plus it pays to have a relationship established with one Co for years. Thanks Mike and the crew,

As a commercial real estate broker in Marin County I always recommend Suzanne to my clients who are…read morepurchasing a new property or refinancing an existing property. She is always current on the best rates and understands how to underwrite commercial properties in this challenging lending environment. She knows what she is doing and will get the job done, even with the most difficult lending scenario. Highly recommended!

Suzanne helped me get through a challenging loan that among other challenges allowed me to qualify…read moreusing income from a second unit. It was a pleasure working with her and I would recommend her to my friends.

I recently listed my home for sale with Jim and, in my opinion, house was sold in spite of him…read morerather than because of him. Like many realtors he seems mostly concerned with maximizing his commissions with as little of his time as possible and limiting his liability. It's too bad there aren't more realtors who actually see themselves as professionals who can actually provide a service to their clients.

Bought from Jim. He did an excellent job representing the seller. He set up custom showings, for…read morethe house fixed up in A++ condition at a low cost, got multiple offers, had his people present at all inspections to be sure his sellers had all the facts, knows everything about the town, and frankly we overpaid for the place we bought from him because my wife fell in love. We are happy in our place and plan to be here for a long time so it's okay (don't plan to create wealth via housing, just a good place to live Tiburon) but I have to say that Jim does his job well.

18 places in one weekend - 10 min at each house... that's how many homes my husband and I looked at…read morebefore making our decision to purchase our home a week later. Lori had no problem keeping up with our fast pace and made sure she was always 10 steps ahead. Within two months, not only did Lori help us purchase our new dream home, but she also helped me sell my townhouse prior. Lori didn't miss a beat, and it was nice to see her senior experience as both a seller 's agent and buyer's agent, both of which she performed at the highest level. I am known to be extremely selective and maintain high expectations of my business partners and vendors. We met Lori through mutual friends at the Corte Madera Fourth of July Parade. I conveyed my high standards to her right away and she didn't flinch. Confidence, professionalism, market knowledge, real estate savviness, negotiating, thinking outside the box, results oriented and solution based are all attributes at Lori's core. She not only hears you but listens, really listens - she has an ear for what you are looking for in your new home, and also when you just need to vent. She makes you feel comfortable the moment you meet her. When you are starting to write another life chapter with a new home, you want Lori Docherty at the beginning in the Foreword, on every page and in the Acknowledgements at the end and you'll end up with a bestseller.

Total professional! Lori has wonderful honesty, and a great understanding of the market…read more Lori sold our house, managed the whole process, staging, pocket listing, marketing, vetting of buyers. My neighbors even text me and told me that Lori was the most considerate broker they had ever known! If you are buying or selling, I could not endorse a broker more than Lori. It's a big decision to make, but I can tell you Lori is your Gal!

Great experience working with Coldwell Banker in Walnut Creek, specifically Dayna Floyd…read more Selling She sold my condo in 4 hours, way over the asking price and closed the transaction seamlessly. She lined up the stager who did an amazing job. Buying She collected my requirements and lined properties for me to go and evaluate, accompanying me on all of the visits. Pointed out the pro's and con's for each property and help me land a new home. Finally, she is connected to and can make recommendations for contractors, interior decorators, appliances and everything else in between. She's funny, ethitical and a great person to work with.

I would like to attest to the character and integrity of Edward Veneracion. He will always without…read morefail consider your needs and requirements first and foremost, and work with you within whatever parameters you define.

If you're looking for an experienced apartment loan broker or multifamily financing expert, I…read morehighly recommend Jack Terrell at California Mortgage Advisors. Jack recently helped us secure financing for two apartment properties--a 56-unit building and a 54-unit building--with total loan amounts exceeding $12 million. These were sophisticated multifamily financing transactions that required extensive lender knowledge, strategic thinking, and exceptional execution. Jack's expertise in apartment building loans, multifamily financing, commercial real estate lending, refinancing, and agency and bank loan programs was evident throughout the process. He was proactive, responsive, and consistently found solutions to challenges that could have delayed or jeopardized the transactions. What impressed us most was his ability to navigate complex financing scenarios while keeping us informed every step of the way. His experience, professionalism, and commitment to his clients are truly exceptional. For anyone seeking financing for an apartment building, multifamily property, or commercial real estate investment, we highly recommend Jack Terrell and California Mortgage Advisors. If you want a knowledgeable mortgage broker who delivers results, Jack is the person to call.

Very professional and easy refinance experience. No tricks or hidden fees; very transparent and…read morecommunicative throughout the entire process. Robert Lee was fantastic. Will be a repeat customer in the future should I need to finance/refinance another property.

I absolutely loved working with Sandi. She was organized, efficient and answered…read moretexts/calls/emails immediately. Sandi is incredibly knowledgeable about real estate in Marin and San Francisco, which was helpful because we were looking in both places. We ultimately found a house a few weeks after we started working with her. Throughout the whole closing process she was always available to answer any questions or concerns. She never hesitated to raise concerns to the sellers agent. She provided us with many resources for homebuyers such as HVAC companies, gardeners, handymen, etc. Anything home related, she has a resource. Months later and Sandi is still quick to answer any questions we have. We consider Sandi to be a family friend now. That's how personable and invested she is in her clients. She's a shark and I cannot recommend her enough.

Sandi is amazing!!!…read more If you are considering buying a new home or selling one you own, I would highly recommend Sandra Luna. We just closed on a new home last week. It was a great experience, as Sandra is the ultimate professional, such a hard worker and has great follow-up. She has years of experience so she is able to guide you through the entire process with less stress. Call Her! You will be glad you did!