I've had the pleasure of working with Jason Diaz and Oculus Financial Group for over a year now. He…read moreand his staff have helped my family with everything from our Estate Planning issues to the management of our portfolios. He takes his time and explains the intricacies of the markets in layman's terms. His staff is attentive and very responsive when we've had questions or needed additional paperwork completed. Thanks Jason, Nikki and the rest of Oculus' staff!

Jason Diaz has been my financial advisor for several years now. He has always gone above and beyond…read moreto make sure I understand all the intricacies of my portfolio and what I need to be confident in my retirement planning. When he started Oculus Financial I was happy to move my assets with him. He works hard for his clients and does not take their trust in him or his company lightly. He treats treats all with the same care and respect .

Having seen 3 financial advisors meeting Autumn was a joy and a privilege…read more Financial Advisor: #1 is a highly rated SF independent consultant that wanted $4k for a full life plan. I respected her but didn't want a full on $4k plan (really?) or did she respect my concern about the current market? No. I'm glad I left her because I still have my savings. #2 was a firm in downtown Berkeley who DIDN'T TELL ME they we're actually NOT independent (if you don't understand that last sentence go Google that before proceeding with any investments). #3 was a lovely women owned firm that ran the many tens of thousands of scenereros and said 'invest here.' Well, I don't want to, yet. And yes, thank you now please pay our $2k fee. Then I met Autumn. She's like an old friend who has your back, could care less about anything other than your well being, or thinking she has all the answers ... but what answers she has she's clear what apply to me and my situation. And she charges hourly (and I'm sure will quote you if you want X done). Since financial projecting is a math-guessing-game I like that I have a moderate, smart, kind, advisor who respects my concerns, watches out for me, and is fun to talk to. Plus she was referred to me by people smarter than me that I respect! There are a lot of people in finance who are full of themselves and it feels like you're going to the principal's office ... with Autumn I really feel like I'm with my really smart friend who cares about me not cooking my own a** when it comes to where I invest (and has given me GREAT advice so far).

Autumn made time to listen to my concerns about my current investments and make some concrete…read morerecommendations that I could act on. I liked that she works on an hourly basis and doesn't sell investments products or take any percentage. She was kind, very open, and transparent about what her investing orientation was. She even suggested that she might be too conservative for my style. So depending on what you needs are, I think Autumn might be just the perfect advisor.

I recently took a class offered by this company through Santa Rosa Junior College. No sales pitch,…read more fully transparent, just out to teach people a little about investing in later years . Boy, do they know their stuff, I learned so much about retirement strategies in this class. Really knowledgeable honest people.

My wife and I own a business and some real estate and want to retire in a few years. Brian and his…read moreteam met with us and quickly shifted these investments down to the key metrics to help chart a course to retire at our present lifestyle. There were no strings attached...Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk. Very impressive...plan to make them part of our professional advisors.

Will I ever be financially independent? If so, when?…read moreHow can I make that happen sooner? Mark Zaifman at Spiritus was the first person out of three attempts who answered my questions with a clear explanation and without pushing a product. After helping me to define financial independence and assessing where I was, Mark drafted a plan, which we revised together. That plan provides me with a map for getting where I want to go. Mark made it clear that the plan is dynamic and that he'll stay the course with me. I have a ways to go, but I feel confident about achieving the goal. I'm grateful for the peace of mind. Jackson P Licensed Clinical Psychologist Washington DC

From the owner: Spiritus Financial provides fee-only comprehensive financial planning. Whether you are just…read morebeginning the financial planning process, seeking objective independent investment advice or starting to plan for your golden years, we can help. We guide you in preparing for a sound financial future - and peace of mind.

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.

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

Brent and team were great, really proactive super fast and will literally call the listing agent…read moreand work a 14 day turnaround to help secure you the property you want. Brent was patient and gave me a great overview of the process, how the rates are determined etc- he really made an overwhelming process manageable and I would recommend him to anybody.

Poor communication and poor follow up…read more We looked into a loan program through this office and while the initial contact was good, after they received all our information, communication fell short. Very disappointing.

After experiencing Shelly's care for my needs in my retirement I realize that I can recommend…read moreShelly to anyone! Her attention to my needs is very high and articulate and I could not appreciate it more.

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.

One of the most professional people I know. Has always let me know what forms will incur which…read moreprice, and has always been upfront about her schedule, and when she'll be able to take care of my return. She's extremely good at keeping up with all the new tax laws and changes that come up, and implementing them correctly. I have had excellent and timely service with her every year for the last 7, anytime there's been a lag it has invariably been because I still have documents to provide; which she always details ahead of time during our appointment. I cannot possibly believe the user who left one star. Natasha would never treat a client like that, pregnancy or not. She didn't treat me that way, or the people I referred to her last year. She's an excellent preparer, and I'll be coming to her for the foreseeable future! Thanks for everything, Natasha. :)

Natasha is such a sweet, kind and helpful women. She helped me fill out some forms that I just…read morecouldn't grasp understanding. She effortlessly aided me and made me feel light after my visit with her. Natasha is an great communicator and highly skilled in what she does. Her pricing is Extremely reasonable and did not change from the first time I spoke with her on the phone. She is covid conscious and following all safety precautions. The location has a lot of parking and a great front view of the water. I would highly recommend her to anyone looking for help. Thank you so much.