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.

Amy has prepared my taxes for the past three years and she is amazing. She is the fourth person…read moreI've tried since moving to Sonoma County and I will not be looking any further. She stays current on tax law, is detail oriented and my returns are prepared quickly and accurately. Best of all, she's got an upbeat temperament and is an absolute joy to work with. Her office staff are friendly and welcoming, too. I've had other tax preparers scream at me because they couldn't handle the stress of tax season. I've had two different preparers make serious mistakes that would have cost me a lot of money had I not caught the errors. Not Amy. She's professional, absolutely competent, and a joy to work with. I can relax during tax season knowing that I'm in good hands.

I used this company for 4 years never once was my taxes done on time. Always excuses too busy. I…read morewas charged 4 times the local advertised price for employee payroll at least double the average. Every time I asked Amy to help the bookkeeper she would charge for it and still not do the paperwork. I refused to turn in 2017 taxes because i found errors she would not change it. Now after paying her 900 dollars in 60 days she quit without completing 17 18 19 taxes. leaving me hi and dry in the middle of covid 1`7. She was more concerned with billing me then doing her job. ridiculous. Always got paid and took cash payments with out recording.

These people are con artists. I was referred to this place - specifically Christine Caperton - to…read moreassist with amending my 2025 tax returns. She never disclosed rates, fees, or any general costs associated with my spouse or me, then said "we wont know the total until it's all said and done." After weeks of Christine "double amd triple checking" her work at my cost (which still needed my attention to detail to catch HER ERRORS), and re-creating my entire tax return (which was a burden of her system, not in my control), they charged us $1200 for an amendment. I was pressured to pay, never given an itemized bill, and was given an "it is what it is" attitude. After paying to get my amendment filed, I disputed the charge with my bank for being overcharged for services rendered. I just received a check from the IRS because the crooks rescinded the amendment out of spite. Luckily, I have my copy of everything they did so I can simply recreate the forms and mail them out with a fresh check. If you need a tax preparation service, youd be better off with a chicken pecking at a keyboard while on the TurboTax website than to ever trust Christine Caperton to touch your documents. ​

Place is great! Very knowledgeable and helpful. Came in to do my taxes for my LLC (first time) and…read moreeverything was explained and whole process was smooth.

I highly recommend Erica Bishop's State Farm agency for anybody's insurance needs. Erica and her…read morestaff are so nice to speak with and so knowledgeable and professional with the advice and help they offer you. They understand the need of a senior-on-a-fixed-income like me to not be overcharged for auto insurance and they wisely guided me to help-them-help-me get my annual mileage adjusted to the correct mileage to lower my premium. I am grateful for excellent customer service and the feeling that an insurance agency is "on my side" and they will be on your side too.

Very helpful people! I spoke to Gracie on the phone about my car insurance and she answered all my…read morequestions

After trying 3 different real estate agents and different companies, we found Randy Ratto at an…read moreopen house more than 4 years ago.(no joke, first impressions can make the difference) Randy was nice, informative and not pushy. We talked with him for a while, then we asked for his card and our journey to buy a house began. Randy went above and beyond showing us homes, making offers, unfortunately we got outbid several times over the years, still Randy never waivered from his professionalism, always had words of encouragement and support, knowing the right house would come one day. After 4 years of driving all over northern California to look at dozens of homes, a house showed up, and it was another battle, but this time Randy and his staff at HPI, had already taken care of the loan and preapproval and guided us with the correct offer to have the sellers accept and we got the house! Turned out our offer was at the correct appraised value for the house! There is nobody in Real estate that will care more, dedicate more time, explain all of the circumstances and guide you to buy a house better then Randy Ratto. He is our agent for life! Ed, Athelie and Rod

This is going to be short and sweet. If I can give 0 stars I would. Don't trust this company. They…read moreare crooks. They told me I was qualified for a refinance. So I paid them to start the process then I was told I wasn't qualified. Took my money and won't refund it. Also those 5 stars that you see they got from the 6 people is probably from their own office.

Sold off my mortgage to Roundpoint. One of the WORST mortgage lenders. If I wanted a horrible…read morelender, I would have picked them myself.

I highly Recommend Pinncale Capital Morgage Corp. and Crystal Larkins. She goes above and beyond…read morefor her clients and is up to date in the ever changing Mortgage world. I am confident in recommending her for anything you may need when it comes to servicing your loan. Re-financing, originating your loan, or providing general information is what Crystal and her team excel at and I am happy to recommend their services! Special thanks to Crystal, Pinnacle Capital Mortgage Corp, and their team.

The 2023 Medicare insurance enrollment period is over and I am so grateful I had Brenda Stivers to…read morehelp get through it all. She is wonderful; knowledgeable, patient, honest, no pressure. She will not try to convince you to get the most expensive plans that are not good for you. You do not pay her anything. Even now, if you have any questions about Medicare Insurance plans, give her a call at her office - 707/604-7111. Thank you for everything, Brenda!

David Felte is a trusted resource for financial planning for your future. He has graduated from…read moreSonoma State in 2001 with degrees in accounting, finance and economics. He is a trusted professional and knows what is best for you, your business and your family when it comes to long term plans. David is very reliable and is always in direct communication. He helped us set up our Roth IRAs and life insurance policies to ensure an intact financial future for our family. His office is located on Bennett Valley rd. 2nd floor (which has a killer view by the way) Thank you to David and his team to help us take a step in the right direction.