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.

When it comes to planning my financial future I'll be the first one to tell you that I haven't got…read morea clue. So when my father asked me for assistance I turned on my computer and started looking. Of course I started with the big boys in the industry, but after being sent straight to voicemails with no return calls, and not speaking to anyone with knowledge I started calling the smaller firms. The first phone call to Meritage was excellent. They were able to answer all my questions and we were able to setup a meeting right away. The good service and personalization is what I was looking for and exactly what we received. Now I know my fathers financial future is on the right path thanks to Meritage Wealth Advisory.

Michael and I have worked together for 10 years. He is always on top of the market,…read more is very smart, and cares that his clients have the best financial information they can. He wants them to make money and/or preserve what they have, and he's always right there to make sure that happens. I have been very happy with the work he has done for my accounts, and I highly recommend him to all of my clients. He is trustworthy and honest, traits you definitely want in your financial planner.

I've been with Michael for many years, and he's always given me great service. He's also given me…read moresome valuable advice for my sole proprietorship.

My husband and I were led to Monty via word of mouth. We had been unhappy with our last CPA. Over…read morepriced and not very interested in us and our business. It was exactly opposite with Monty. The two times we have sat down with him, he has given us more than an hour of his time finding out about our lives and our business. Not only did he do our taxes, he strategized on what we can do to improve our profit for our small business. On our first meeting with him he said he likes to be in touch with his clients throughout the year, not just at tax time. In the first week of being his clients we found this to be true. He has given us marketing tools and sent us an article he found and thought might be useful to us. Something unexpected. On top of all that, our taxes were completed very fast and for a reasonable price.

I was referred to Avior Wealth in Plano TX by a reliable source. From the very onset, I…read moreencountered issues with errors their office made. There were two serious errors within the first 90 days. First, they incorrectly invoiced me for a monthly advisory fee when it shouldve been monthly. Since they require payment by ACH, My bank account was debited for duplcate payments. It created inconvenience and time consuming efforts to correct. Next, my advisor made changes to my contributions on my Fidelity account. Due to his error, I did not receive my payroll deposit from my employer. After contacting my employer, I learned my entire payroll had been desposited into my Fidelity account. Fidelity was quick to correct my contributions but I was still left without a paycheck. I withdrew money from my retirement account to cover my bills but this has tax implications I did not need nor anticipate and all created by the financial advisor. I have since entered into a new relationship with a local Fidelity advisor. I have requested a refund of my advisory fee from Avior but have not received. Not only did they not provide the promised services, they created an abundance of inconveniece and a new tax liability next tax day. Shortly after these errors I received an email from Avior advising me the financial advisor was no longer with the company.

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.

Jane is good at her investment's advice! I had a long term investment goal & Jane diversified my…read moreinitial investment to double in a short 3 year investment. Now this is a rather unusual & lucky circumstance; but Jane listen to my needs and listen to me and we together pick what i was comfortable with! if you do your research Jane will help you get to where you want to be.

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 have been a Trust and Probate Realtor for 40 years. I just worked with Paladin selling a home in…read moreNovato. Christine and Lori Beth are the most competant, caring, meticulous and easy to work with Professional Fiduciaries you could possibly ask for. They go above and beyond the highest of standards for a beneficiary. They are also very nice people with a high level of compassion and empathy. I cannot say enough good things and would strongly suggest using Paladin.

My interaction with them consisted of calling one morning, and an auto-attendant offered to find…read moresomeone for me. Almost simultaneously, I received a text, from the number I called, asking if they could call me later. I replied "yes, thank you" Sometime later, the phone rang. I answered it 'Hello?' ... a woman's voice said, in a tone I interpreted as impatient, replies "you called me" ... no identifying information, just 'you called me' ... after I figured out who it must be, I asked if this was Paladin (she corrected my pronunciation of the name) and said yes. I felt Kinda awkward. But I went into my questions. Again, she sounded impatient, if not irritated that I did not know who was calling me. Long story short, I don't think we have enough funds to be of interest to Paladin. Which is fine. I don't know who they have answering phones, but that person drives away business.

We bring all of our questions to Lillian and she very patiently answers them! She is an expert in…read moretax preparation as she is an enrolled agent. When we have questions, she will respond by email quickly. We really appreciate that. We highly recommend her financial planning and tax preparation services to you.

Meyers Financial Service has been working with US for over 20 years…read more I work with Lillian sever times a month and receive timely responses. I recommend Meyers Financial Services. Carroll D. Mills

Believe all the stellar reviews!! I was shopping around for home owners insurance and found Rob on…read moreYelp. The reviews are what prompted me to call him and I agree with all the positive comments. Rob spent a lot of time trying to figure out my options. He is very knowledgeable, patient and understanding -- which I appreciate. If you're looking for an insurance broker I highly recommend him.

Wow! Just Wow! Not enough stars! Our former insurer dropped…read moreus with only two days until policy expired--we never received the cancellation letter they said they sent; no backup emails or texts. We are in Sonoma Valley, high fire area. No one seemed to want to help us. Rob took the time out of a VERY busy day to help us get CA FAIR Plan coverage as well as additional Farmers HO coverage. He was responsive like NO other agents I called, and asked pertinent questions to customize our coverage. Nobody else did this: all cookie cutter quotes. He was fast, patient, efficient, kind and personable. When all done, he said "Welcome to the family." Meanwhile, six or more agents I called yesterday haven't even returned my calls yet. Like I said, WOW! So grateful! Will sleep tonight!