Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I meet regularly with my Insight financial planner (always the same person). I am always happy to…read moresee all the financial data, market trends, and potential political disruptions they consider before adjusting my investments. And I appreciate all the guidance they give me on issues such as social security, medicare, required minimum distribution, and tax planning. I feel well taken care of and in competent, knowledgeable hands.

Great people with really fair prices! Came in to sell some precious metals and they gave me a…read morereally competitive quote. I initially wanted more time to think it over and they honored the pricing agreement when i came back after shopping around. Highly recommend this business and look forward to more business with them!

I sold coins there. Quick, easy. They explained the pricing, no pressure to sell to them, and I…read moreleft with a nice check.

I can't say enough good things about this place! Linda is amazing and made investing my money easy…read moreto do. She is very knowledgeable and patient. She took the time to explain where my money was going and what it was doing, which i really appreciated. Laura, the receptionist is always so pleasant on the phone as well. Great people here and I'd highly recommend Linda to anyone!

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.

I visited this branch last Friday around 4:00 PM because I was interested in opening an account…read more There were only a few people there, so I waited until someone became available. When I approached the front desk, the receptionist asked how she could help. I told her I wanted to open an account, and she asked what type. I explained that I wasn't sure and was hoping to speak with someone who could guide me through my options. She told me no one was available and that someone would call me instead. During this time, there was a man in a suit standing behind her who did not appear to be assisting anyone. The interaction felt rushed, as she quickly took my phone number and mentioned someone would contact me. I understand it was close to closing time (they close at 5 PM), but I arrived with enough time to at least schedule an appointment or receive proper assistance. It has now been a week, and I have not received any follow-up call. As someone ready to open an account and bring new business, this experience left a bad impression. Customer service and feeling welcomed matter, and unfortunately, this location did not meet those expectations.

Easy and convenient. Quiet and not busy. Enjoyed the convenience of parking and easy location.read more

I wholehearted recommend Palbir to anyone looking for a financial advisor to help them meet their…read morefinancial goals. My wife and I couldn't be happier with our decision to work with Palbir. We recently worked with him to get a wholistic view of our family's finances. What we enjoyed most about working with Palbir is how personable he is and how easy it is to work with him. He's also a great listener which helps him truly understand his client's situation along with their dreams and aspirations. Conversations with Palbir felt natural. He's extremely responsive to emails. It makes getting clarification on follow up questions easy. Each time we speak with Palbir, we would walk away with realistic solutions to improve our chances of reaching our financial goals. Palbir was detailed oriented and left no stone unturned when he analyzed our situation. If we were off target in certain areas, he was quick to pin down root cause and offer practical solutions to help us improve our chances for success. As a result of the adjustments we have made per Palbir's recommendations, we are already a little closer towards achieving our goals. I would give him 10 stars if I could.

I originally hired Palbir of Smart Path Wealth management to help me evaluate whether or not I…read morecould afford to buy a house in the next few years (I'm 30). After multiple discussions, he also helped me determine what I needed to do if I want to switch careers eventually and what the options are for investing with my values in mind. I am a software engineer with little extra mental energy after I leave work, so Palbir's willingness to explain every piece of his suggestions to me as well as answer all my questions was so incredibly helpful. I would recommend Palbir to anyone who wants sound financial advice, regardless of how much background they have in finances and investments. He's a good investment.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

Professional, friendly, quickly respond to questions throughout the year, available in person,…read morephone, email and online. They make taxes so easy!

Have been using Bryan Haupt from ATP for 3 years now and he he has always been prompt,…read moreprofessional, and responssive. He had no problems with our relatively complext return and has answered questions about issues we were unsure about

We have had Gene Morgan Insurance Agency handle our insurance for over 40 years. They have never…read morefailed us. Sandra Yniguez has been our agent for several years and she is absolutely fabulous. She is responsive, detailed oriented, and always has our best interest in mind. I highly recommend this agency to bundle up your insurance coverage.

My homeowners insurance policy was coming up for renewal with a 27% increase. So trying to a smart…read moreor aware consumer, I was do comparative shopping. Little was I aware that I live in a fire zone causing many insurance to sly away or offer extremely high premium policies. Using Yelp service to solicit vendor quotes, Michelle Morgan from this agency responded to my request. She came back with a very reasonable quote. Throughout the process, she answered my many questions and she made some recommendations. I appreciate her responsiveness. If you are shopping for insurance, I would highly encourage you to give Michelle and this agency a call. I believe they will do their best to satisfy your needs.

Steph Lewis-Senior Member Service, is excellent and patient with the services that was received…read more She's very knowledgeable also. I have a disability and I can only stand for a short period of time and she sat me down and assisted me. Excellent service at Livermore PatelcoA++.

Had Pompy for a very stressful situation - LOVED HER PROFESSIONALISM!!! She was absolutely…read moreoutstanding in getting me the funds I needed.