My wife and I worked with Katie last year to refinance our house. We were very impressed with…read moreKatie's knowledge of all the different types loan programs, and her ability to explain which loan would work best for us. I really felt like she was looking out for our best interest when it came to her advice and I really appreciate that. I have also refereed many of my friends to Katie and they have all had experiences similar to ours.

From the day I met Garrett, I could tell he was the right person to trust with my finances and…read moreplanning for the future. He's easy to talk to, easy to trust, and you can tell he genuinely has your best interest in mind with every suggestion he makes. Garrett is extremely professional, knowledgeable, and absolutely worth meeting with if you have any questions about your finances or planning for the future. And, of course, the best part: he makes you money! Couldn't recommend him more.

Great crew, always on it! Wouldn't trust my money with anyone else. Very clear with what they're…read moredoing and no need to worry about correct choices being made.

This office is great with great staff! They answered the phone immediately and address all of my…read moreconcerns. I was looking for Auto insurance and the process was quick and easy! Rebecca Dagit is the lovely person that I spoke with in this office. It was great doing business with her. Thanks again Rebecca! Definitely recommend State Farm!

I've been a customer with Michael for 5+ years and really appreciate the care and responsiveness of…read morehim and his team. Michael is always very friendly accessible, and when I had my car broken into earlier this year, I called and he immediately wrote out the check to cover it so I didn't have to stress about the unexpected expense.

Samantha helped me when no other agents or agencies would to get a new homeowners policy because…read moremine was ending. She was very friendly and kind during my desperate time of needing someone to understand I didn't know what to do. I would highly recommend her to anyone looking for insurance. She's great!

After being active on Yelp, receiving my request, corresponding with me including receiving all of…read moremy documents I put together for her review - and answering her questions via email...two days later she said she's going to not quote and focus on her existing customers. That's fine, then don't be active on Yelp so the system sends you requests and customer time is wasted corresponding for no reason.

I'm very happy with the Zeller Kern Wealth Advisors team; their service is excellent; their very…read moreresponsive, personable and professional; their goal is to make your financial wealth meet your personal goals; their planning is very thorough and detailed; as time goes on they'll contact you to go over your goals, and confirm your portfolio is on track to meet those goals; it makes you feel valued and important. I've been with Zeller Kern Wealth Advisors for many years and I'm very pleased with the portfolio they've built and managed for me as it has met my needs now, as I trust it will in the future. When the topic of financial planning comes up; I'm always bragging about my Zeller Kern Wealth Advisors team. I would recommend them to everyone! Zeller Kern Wealth Advisors is the "concierge" of financial planning.

Zeller Kern is not the cheapest, but they provide exceptional service. If you are looking for…read morewhite glove, personalized portfolio management, Zeller Kern is your solution. They have decades of experience. They have certifications. They have all of the specialized tools for investing. Most importantly, their communication is excellent. We know where we stand at any given moment, and if we have any questions on a new article or change in policy as to how it relates to my investments, we can call them and have an answer in no time at all. As I am older and and choosier, let me tell you that it is also important for my family and I to like the people we work with. We love Trevor and Steve and Lindsay and the entire staff at the office. If you want cheap, go elsewhere. If you want exceptional service and communication AND money generation, go have a consultation with Zeller Kern.

I have been working with Justin for about 5 years. He is a wonderful financial planner for the…read morefollowing reasons: -he educates you on the process of investing your money. He does not try to sell on any particular investments but tries to understand your goals and show you multiple options available -he listens to your goals and desires -he is available to you when you have questions or concerns. I have called him in the evening and he will answer -he is friendly and has taken an interest in my personal life, We've gone and played golf together -he sends his clients to fun events - a one day golf clinic, a Giants game in a luxury suite, river rafting. I recommend going to Justin for your financial planning needs wholeheartedly.

My husband and I have been working with Justin for 5 years and we cannot imagine going to anyone…read moreelse. We trust him implictly with our money, retirement investments and advise on all matters financial. He spends a lot of time educating us on our financial situation and customizes his service to our specific needs and goals. He follows through on what he says and is always very responsive when we call or e-mail him. He is empathetic, kind, honest, and an all-around nice person. We have become good friends with him and his family. We highly recommend him.

Lee Lo is amazing! He seriously is a blessing. He has been helping me figure out all the…read more"stressful" things of life including retirement, student loans and insurance. I can email him and hear back within a day and make an appointment within a week. It's just him and a secretary in this small office. Which means its easy to get in contact and lovely to talk to a REAL person! You would assume that the insurance would be much more, however I am paying HALF of what I used too, for more coverage and renters insurance. I'm not sure how he does it, but more people need to use him!

I cannot say enough good things about Crystal! I had been shopping around for renters insurance and…read morehaving a history with prior claims it was near impossible to find coverage. I reached out to several local area brokers, many couldn't offer me coverage and a few that did had sky high rates. Crystal worked very hard to not only find me coverage, but at an affordable rate as well. Throughout the entire process she kept in close communication with me so I was never left in the dark or felt forgotten. She was able to get my a great policy for a great price and I am very thankful. Anytime I have reached out to her she has been very responsive and provides fast, friendly customer service - even after you purchase the policy. Other brokers I have worked with act like they care until they get the sale and then you are on your own. That's not the case here! Thanks again Crystal for being my agent!

Crystal was the absolute best agent I have had the pleasure dealing with. She took the time to get…read moreme the best quote and was the first agent I have dealt with that wasn't just trying to sell me on more than I needed. I live in San Jose and still do my business with her. I have recommended to all my family. I know that change is hard, but if you are looking for a new policy Crystal has your best interest at hand. She keeps in very close contact and doesn't leave any question unanswered. I am very grateful for finding her, and you will be too if you decide to switch!!!