Deposited a check at Schwab in Novato on Grant and got prompt, friendly service. Very nice office,…read morevery conveniently located.

I was told specifically by the small business department who I spoke to on the phone to go into the…read morebranch and ask for a specific form. The employee at this branch questioned me about what I was told several times and was insisting that I should be able to accomplish what I need to accomplish online even though I explained that I already tried it with the representative who I spoke with on the phone. Because I started getting annoyed after being questioned and doubted several times about the information I had provided, a senior employee decided that it was appropriate for him to come out and defend the other employee who it turns out is new. I'm sorry but if you're a new employee and your customer is telling you something that they're not able to accomplish online because that is exactly what the online rep told them then maybe instead of continuing to question and doubt the customer you should pick up the phone and call someone and inquire about a process that you are unfamiliar with. So instead this senior employee decided to say that I was the one that was being unreasonable. I will never go into this branch again I will not be treated that way and I recommend you don't either.. perhaps training your new employees more appropriately would have been the better way to handle this rather than taking it out on the customer. Pathetic excuse for any type of customer service.

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.

Bad investment advice. Tim Russell advised to invest $100k in "Atel." After 20 years, Atel gave…read moreme back $96k. Tim Russel took a commission for his bad advice. Invest your money elsewhere.

I reached out to Tim Russell and Liesa to discuss future planning and and they instantly got back…read moreto me. We met on a few occasions and I really felt like all of my needs were met. I would definitely recommend.

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.

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 had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

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

I've been with this agency since 2021. Their customer service is phenomenal. Their communication is…read moreseamless. Thank you Crystal, Katie and Corey!

Cindy, Katie, and State Farm have gone above and beyond to help me not only acquire life insurance…read morefor myself and my family, but understand it fully and confidently. They genuinely care about protecting their customers and it shows in the quality of service you receive.