Justin has been a long-time, trusted family friend to both my husband, Steve, and me. We chose to…read morework with Justin because we were confident in his ability to manage our financial needs with integrity and professionalism. Justin has been an excellent financial advisor. He is knowledgeable, professional, and always available to answer any of our questions. His advice has been invaluable in helping us achieve our financial goals. We highly recommend Justin and his company Truevir Financial's services. 10/10!

Nice enough interaction, but they tried to sell me life insurance which was not what I was looking…read morefor.

We've been with Rufus and his Solano Wealth Management for over 15 years and they've helped to…read moremanage and grow our finances efficiently and to such lengths we did not expect. They are always so accessible and responsive and we appreciate knowing our portfolio is in very capable hands.

From the owner: We understand that individuals face unique challenges as they prepare for retirement. We can help…read moretake some of the mystery out of preparing for your financial future. Whether you are investing for retirement or already retired, our personalized service focuses on your financial goals and objectives.

I worked with Charlene over a decade ago with tax prep and since she has guided me through several…read morefinancial decisions in my adult life. After experiencing divorce she helped set me up for success with paying off all debt, cars, and essentially having enough savings to purchase a home comfortably on my own (within a year, might I add). I would recommend her to anyone and everyone!

I have been utilizing Charlene's knowledge and skills for many years and in various areas! She has…read morehelped me identify how to utilize & manage my money to make the best investment decisions as well as prioritize those decisions. She helped me buy my first home, buy my first car, and start my first business! All in that order :) I truly value her advice and constantly text/email asking for her opinion on my investment decisions! She is always willing to lend an open ear/push you in the most profitable directions! If you need someone to just help you guide your thoughts, Charlene is the one you should call!

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 !!

Jody, in the front office is awesome! Not just working super hard, because my rollover from Mutual…read moreof America is simply the worst nightmare! Lacy Senate, Jody's boss, is so smart and knowledgeable about putting together a terrific portfolio. I love these two women!

About 20 years ago I switched to Lacy (Butler) Senate as my financial advisor. It was one of the…read morebest decisions of my life. As a novice investor, I rely on her recommendations. Over the years, in person and over the phone, she updated me on the status of my portfolio and answered my many questions. I truly feel she cares about me as an individual, not just my investments. She is the best!

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!

I am an estate and probate lawyer and trust Beth and her team completely. They are reliable, caring…read moreand highly competent. I would not work with or refer to them otherwise!

From the owner: At Elizabeth Dean Fiduciary Services, we help you or your loved ones with the burden of managing…read morepersonal daily care, finances, housing, medical needs, paying bills, and handling trusts. We are held to the highest ethical standards in the care of and loyalty to our clients.

Excellent , accurate service at excellent fees . The personnel are warm , prompt and polite .read more

Taxes done incorrectly and not completed. No one returns calls or cares about you as a customer.read more