Trying to open a Schwab account for global travel has been almost 3 weeks of confusion. Endless…read morecalls to Customer Service filled with friendly people but conflicting advice and long delays in results. This local office has been most helpful. Special shoutout to Kaylen for walking us through the final questions.

In November of 2025 I called this office and spoke to a person asking for advice on how to sell…read moresome stocks from my brokerage account. He confirmed the process for me, but because my account is self managed he did not have the desire to open my account and view it before answering my questions. I did the transaction via my phone app, and when the money went into my account it was over $30,000 short. When I called Schwab I was told there was a "Notice B" notice on my account from the IRS that required Schwab to send 24% of any transaction I conduct to the IRS as a tax withholding. If the person I had talked to, had taken the effort to just quickly check my account he would have seen that notice and could have advised me to correct the issue with the IRS before cashing out my stocks. Additionally, this issue was brought to my attention years ago, I provided the documents to Schwab to correct the problem but apparently Schwab never corrected the issue with the IRS. The issue was quickly corrected again, but this time I called Schwab customer service to confirm that notice had been removed from my account. I'm now having difficulty getting this money back from the IRS due to a mistake my tax person made when filing my taxes. This whole problem would have been avoided if the person I talked to at this local office had taken the time to check my account and give me solid advice that protected my interest. I'm now stuck in a bureaucratic nightmare with the IRS. Unless you have a "managed account " with this local office you will not get the help you need. Better to call the customer service line.

Please save yourself from Jennifer Batuyong. Worst customer service ever…read more Jennifer accepted the case on Feb 25th and again on March 1st through phone and email, then telling us she doesn't have time, 10 days before the submission deadline Phone conversation: Feb 25, she accepted the case and sent the secure link which initially didn't work and after back and forth, link sent on Feb 28 We uploaded all docs on March 3rd. No response to 4 follow up emails and 4 phone calls after that until March 25th. Finally quote came on March 25th. I Accepted on April 1st. No response again until I called them and asked for the status. on April 5th she emailed me that: "They normally don't accept clients in March and now we need to file extension because she doesn't have time" She was blaming us for answering to the quote email late!!! I couldn't believe what I saw in the email. I will add all the email screenshots to this review if this company is accusing me of providing inaccurate info.

I have been a client for almost 15 years. They help with…read moredocumentation and explanations regarding my taxes and all of my financials. Fast response and friendly. I work with Richard Limmer and his team.

Lou & entire staff has been truly amazing, not only are they kind, but they are so helpful if your…read morenew to this financial services, as we were a few years ago. We can call anytime & Lou will return our calls especially during such turmoil these past few months. He is reassuring & takes the time to listen to our concerns. We are so blessed to have this team handling our finances as we enter retirement. We highly recommend Alders Financial to anyone looking for professional help in investments and retirement planning.

Gary and his team have been invaluable for my family. Here is the biggest compliment I can give:…read more My mother was the first to use his financial consulting services, then my sister, then another one of my sisters, then my aunt, then me..... with that many referrals that had great results, that should tell you all you need to know.

Sam Crump is a fantastic financial advisor - knowledgable, hard-working, and always available for…read morehis clients. My portfolio has had great results since moving my account to Sam. Also, his office is very well-run. His assistant Jolene is sharp and very nice. Having known Sam for over 30 years, I can recommend him to anyone as a man of integrity who will do everything in his power to help his clients reach their financial goals.

My spouse and I had worked with a few investment firms and after working with Mary at Edward and…read moreJones, we now know how a financial adviser is supposed to be! We knew Mary was different from other financial advisers as soon as we sat down with her for our first meeting. She took the time to find out what our specific family's needs and goals were and tailored our financial portfolio to help us better prepare for our immediate needs as well as retirement. No question was off limits and unlike other firms who we might have only heard from once yearly, Mary proactively reaches out to us when aspects of our portfolio are not performing to her liking. She is honest and provides realistic long-term projections on market trends. I know that our family is not just a number to Mary- she truly cares about the families that she serves. We highly recommend her and her associates to any family needing financial guidance and care.

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 was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

Tony has been instrumental in preparing my taxes for many years and I couldn't be happier with his…read moreprofessional, personal, timely and extremely knowledgeable approach. Thank you!

I have had the pleasure of doing business with Tony for more than 2 decades now. Tony's advice is…read morealways simple, clear and true to my financial values. He has always kept my financial life in check; whether its advice on budgets, buying a home, retirement, tax withholding, insurance, and even planning a will. His expertise is only matched by his genuine concern for his clients. He is a man of great integrity and I hold him in the highest regard. P.S. And thank you, Tony, for your continued help in getting my brother's life back on track. Warmest regards, Maureen

We've worked with Robert for more than a decade and have found him very responsive. He keeps us…read moreupdated on our investments, market trends, etc., and takes into account our comfort level with regard to risk.

Robert and Marianne are very helpful. Robert keeps abreast of financial news, is knowledgeble,…read moresteady, and does not , in my opinion, recommend risky things. I have confidence in his judgement. Ernie L

CAM has kept our community glued together, especially the financially challenged, for decades…read moredespite budget cuts from the state and feds, etc. They provide quality services to people in need and do it well. I'm proud to have them in my neighborhood (I live just outside SR city limits). Used to work for them too. Great employer.

As a low-income person with huge ongoing medical expenses Community Action Marin is a place where…read moreyou can find practical solutions in difficult times. There are some very kind, dedicated people working there who can guide you to resources practical solutions. CAM is a gem!

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

Awesome guy took the time on explaining what my options were and how the process goes ,super…read morefriendly would highly recommend talking to him about your needs

In the course of my work, I feel like I've met at least 163 financial advisors. I chose to invest…read moremy own retirement funds with Scott Stanley at Pharos for several reasons. First and foremost, his returns on the investments he manages for me are outstanding. In the last 6 months, I've earned significantly more than I earned all last year and I'm amazed at my increases! Second, his customer service is perfection. He responds immediately to any call or email I make. No matter how I mangle my tax situation, he helps right my wrongs with complete graciousness and patience. Scott has already had me in for 2 account reviews, so I know he's monitoring my accounts closely. And he shows me in person what is going on with my investments directly and in a timely manner. Yayaaayyyy. Third, what I greatly appreciate about Scott is that he is approachable. I don't have millions to invest, or even hundreds of thousands, and I find those expensive-suit-and-tie-with-an-expensive-top-floor-office guys intimidating to the extreme. Scott is down to earth and easy to talk to, and I'm not scared to call him when I have something to discuss. I'm relieved and delighted to have such a diligent advisor working on my behalf!