Mark has been such an asset to my portfolio. I wouldn't have my money with anyone else. My family…read moresituation is very unique and mark works with us very closely and very patiently and because of his dedication, I've been able to maintain my quality of life. I am so very grateful to him for meeting our financial demands time and again. My family is very appreciative of his hard work, not just for us but for all of his clients. Mark is kind and understanding and very good at his job.He was referred to me by 2 of his clients that feel the same way. Not 1 but 2! I've never really been the trusting kind BUT I trust this man 100%. Thank you so much mark! I can never repay you for what you do for my family. Candace Freeman

I had the chance to spend some time with Mark. He's a great guy. Very knowledgeable. We talked…read moreabout starting savings for my kids college. I learned about 529's and other options available to me. I would highyl recommend Mark!

Ken is extremely knowledgeable, profesional, and honest advisor. Is was a pleasure speaking with…read morehim.

My wife and I just finished a financial plan project with Ken Perine and it couldn't have gone…read morebetter. Ken is empathetic, calm, smart, trustworthy, and a good listener; and we plan on using him for many year to come. His insights, advice, and financial models were very helpful as we consider our financial future.

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 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'm retired and loving it! I had debt and limited income. I had my doubts that it would ever…read morehappen, but thanks to Kathryn I made it. Kathryn worked with me for many years and kept me on track to do the things I needed. She sees what needs to be done and is able to communicate that in a firm but kindly manner. I found her vast knowledge comforting - and completely practical and do-able. She provided the kindly push I needed at times when I would lag behind and get lazy. Thank you, Kathryn.

My husband and I hired Andrews Financial Planning to evaluate our portfolio and advise on the…read morepurchase of a second home. Kathryn listened to our wants, clarified our goals and guided us through the process. She clearly requested the information necessary to complete the task and when received, she analyzed it in a timely and efficient manner. Kathryn is an outstanding oral and written communicator, always explaining things in an easily digestible way. She has a unique ability to evaluate a complex set of circumstances and provide practical advice with a variety of options for consideration, some of which expanded our limited thinking. Kathryn was open to all of our questions and concerns and is very well-informed on all aspects of financial planning. Her many years as a transactional attorney adds to her wealth of knowledge, and, as a fiduciary, gave us great comfort that she had our best interest in mind at every stage. We feel we received excellent value, and we will certainly use her services in the future.

I am moved to leave a review after reading the previous review. I had heard this too (that there…read morewas a high minimum investment), so perhaps it used to be their policy. However I asked last week about this, and was told there is no minimum investment. Every person I have met in the office is kind, knowledgeable, and a pleasure to deal with. Their business practices and commitment to investing in sustainability and employee happiness are a breath of fresh air in an industry you would assume would be just about money.

They have held my hand while helping me to decide where to invest my money best. On top of that…read morethey offer occasional sessions to try and inform us of what is going on with Medicare, taxes, and different investments.

Great team and very knowledgeable. I moved my accounts to this firm recently. Away from a large…read moreconglomerate

I have been a Schwab client for over 20 years with a Brokerage account, my Traditional IRA and both…read moremine and my wife's Roth IRA. The choices for investing are all anyone would ever need. I recently retired and have now happily "rolled over" my 401K. I've always received excellent advice both by using their easy to use on-line services, signing up for email newsletters and in personal visits to Marc Vera who has been extremely helpful in my retirement financial planning. This is a highly skilled group of professionals who will guide you, not try to sell you something you don't need that would make them money. That said: Be professional yourself and make an appointment. I highly recommend Charles Schwab and the Santa Rosa office. Charles Schaefer

I have been investing with schwab for almost 30 years. In all that time I have only needed 1 to 1…read morecontact with an advisor 3 times. All 3 were extremely helpful and satisfactory. This last time it was to make financial decisions regarding my impending retirement in a few years and putting everything in place for that time. I had several appointments with Biscain Mora. A very competent and helpful advisor. He listened to all my concerns about my current accounts and together we planned the path forward to best meet my retirement financial goals. I'm very pleased with the decisions he helped guide through. I very happy to be a schwab client. I highly recommend this financial service company.

My dealing with Eric is wonderful. He helped me through a sticky tax situation. He listened to what…read moreI asked for and helped me immensely. Ed Rabara

Working with Eric Imbuelten has honestly made the transition to retirement easy. He knowledgeably…read moregot my taxes, estate planning, and investments all working together smoothly, which is what finally made it possible for me to step away from teaching at 59. Because of Eric, I have layers to my portfolio that were designed to fit my current and future needs. If you've got some savings put away and are starting to seriously look at retirement, his advice is gold--he really knows his stuff well, so the transition is less mysterious, and he is very approachable.

I'm new to needing a financial plan. Jane walked me through the process, laid out the options, and…read moregave me feedback on my choices. I didn't feel like she was there to sell me a product. She was a good listener, very professional, and in command of the facts.

From the owner: We at Scarbrough Financial Group, LLC, specialize in financial planning. Our mission is to help…read moreyou bring clarity and confidence to all of your financial decisions. We are a dedicated team of experienced advisors helping our clients define and attain specific financial goals. Our team is comprised of specialists in all aspects of investment management and retirement planning, including mortgage, real estate, tax and estate planning. Securities offered through LPL Financial. Member SIPC www.sipc.org **Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.**