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.

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.

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 .

Has been our account for over 30 years. Personable.Reliable and honest answers to any questions. Is…read moretrustworthy too.

There are a lot of CPAs in town so why this one? They are…read morethorough, fair, educated, prepared and take the time to walk you through your taxes. I would not hesitate to send any one to them for assistance. Don't hesitate. Go to them for your taxes

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

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

very unpleasant experience . More concerned with how much money was in the bank account then…read morehelping with care and placement. Fortunately the home was in my name or she would have tried to take that too.

She is so qualified and intelligent. My first meeting when she told me that my Health is most…read moreimportant to help first.