I have had great experience with Justin at Truevir. he's helped me over a year now. his education…read moretrainings are free and he really just wants to help me grow.

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!

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!

This guy is a financial rock star! I met Robb three years ago and he has helped manage my finances…read morewhile I have been overseas getting my Masters. He is great at what he does and even willing to check in on me and give updates while on the other side of the world. If you are looking for someone who can get on board with your financial situation, plan a strategy that will meet your long and short term financials goals and is personally just a great person to work with, I would recommend Robb. Thank you for helping to achieve my goals!

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.

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!

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 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!

The owner, Elizabeth, should be open to meeting with family members when requested. We asked to…read moremeet her on a few occasions. She was never available to meet with us. It was mostly her staff that communicated with us. They were fine but it would have been nice to communicate with her. Especially when our communication was intentionally directed to her. Beth should have Informed family member of outstanding issues/costs before closing out the account (even if only in a letter). There were action items that were left unsolved or unpaid without any communication whatsoever with the family.

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