I have an account which was a type of 401k. Left the company awhile back; have been trying for…read more15+/- years to get a distribution. Today, Joe Sobolewsky called me to tell me he found a way! Miraculously, I have a check in the mail!! And, this wasn't even an account he handled. Many thanks to Joe; can't believe this long ordeal is over.

I love my current CPA, but I am switching to Mengali because of how easy it is to work with Janine…read moreJohnson. Today I had been scrambling to figure out how to do my 1099s and my old CPA is on vacation so Janine showed me how to file it on my own in a couple of simple steps. How amazing is it to have someone just show you how to do something and there goes all the stress in like 5 minutes. It would have helped if my old CPA had done the same, but little tips like this to help enrich my knowledge and help earn my business. Thank you Janine, your help is greatly appreciated.

Janine is an excellent CPA. I cannot recommend her enough, her hourly rate is reasonable. She is…read moreprompt to return calls & emails and really knows her stuff. She really helped me pull through my taxes and helped me maximize my return all while saving me money. Who on earth would e-file when they could go see Janine!!!

In the year 2022, one hundred miles from cutting edge technology this institution might offer you…read morean experience - of waiting seven days to release your funds (for a bank 750 miles away) and notify you by email, then an hour later send another email notifying you of a two day hold. Then if you should ask for some cash to make a purchase, they'll change their decision back to a seven day hold. A Mobile deposit may delay availability of funds ...now you know. WORD to the WISE - ASK BEFORE making a deposit and a WIRE TRANSFER if you need fast access.

While Redwood Credit Union is a great wonderful local credit union, each location has its pros and…read morecons. This particular location seems to have a middle of the road pro vs con scenario. While the staff is wonderful, the lines are usually atrocious and take awhile as every time I am there, there is only one teller or two at most. Another con is the slow technology integration, in terms of the outside ATM. Every other location seems to have the new ATM systems that are much more secure, but not a huge loss or annoyance. So while I continue to bank here as the CU is wonderful, this location just needs a few things to spruce it up.

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.

We hired Robert to represent us in an off-market sale of a house in Santa Rosa. We had lived there…read moreas renters for some time and had already agreed on a price with the owner. We brought Robert on as our lawyer to guide us through the entire sale and escrow process. Robert answered all of our questions, coordinated with the other attorney and the title company, and made sure we paid attention to important details, such as the fire readiness survey. The escrow closed this week, and we're extremely happy with the guidance and oversight he provided throughout the process.

Great guy very knowledgeable... knows his stuff any one looking for a great Attorny call Robert…read moremade life so much easier taking the stress away from the situation

I can't say enough wonderful things about Paul Sullivan and Maria who works with Paul. My mom, aunt…read moreand grandparents have been with Paul for years. He has guided all of them with a steady hand, helping them build nest eggs and invest properly for their interests. I have now been working with Paul for a couple of years, helping my mom as she goes through mental decline. Paul has been a fabulous resource to help us both through this time, ensuring us that my mom's investments will help cover her needs in this hard time. Paul always has answers to my questions or ideas and solutions when needed. He understands the market and how to use investing as both a long term and short term solution to making my mom's life comfortable. Paul and Maria always communicate quickly and are great to work with. I can't recommend them enough..

Excellent customer service and as far as I could see all the tellers are bilingual…read more When I was there a customer walked in very upset and the Teller Cielo handle the situation beautifully. She was very open to hear your this customer and patient with her and eased her concerns and worries. Monserrat I believe is the manager or supervisor not sure what but quickly came to Cielos side to help out a customer in beef. Can't say enough good things about this bank. Definitely if one lives in Healdsburg this is the place to come if we want to be treated with Respect and Dignity. 7 stars for this Business and I for recommend BofA for our Latino Community.

Great staff. Alma was amazing and helped in setting up a mortgage pay off. In a quiet place with…read moreprompt service

I went in to the bank today to get some paperwork for retirement and one of the men at one of the…read moredesk, I think his name was Elijah, was so helpful and friendly. Best service ever at a bank.

Healdsburg Wells Fargo you disappoint. We came in to open a checking account, we asked the woman at…read moreher desk if she could help us, she said sorry I'm going to lunch. She walked over and asked another employee if he could help he said no, I have an appointmnet in 20 minutes. How long does it take to open a checking account? We're taking our bsiness elsewhere. Not a single emplyee acknowledged our existence when we walked in the door.