Mark has been such an asset to my portfolio. I wouldn't have my money with anyone else. My family…read moresituation is very unique and mark works with us very closely and very patiently and because of his dedication, I've been able to maintain my quality of life. I am so very grateful to him for meeting our financial demands time and again. My family is very appreciative of his hard work, not just for us but for all of his clients. Mark is kind and understanding and very good at his job.He was referred to me by 2 of his clients that feel the same way. Not 1 but 2! I've never really been the trusting kind BUT I trust this man 100%. Thank you so much mark! I can never repay you for what you do for my family. Candace Freeman

I had the chance to spend some time with Mark. He's a great guy. Very knowledgeable. We talked…read moreabout starting savings for my kids college. I learned about 529's and other options available to me. I would highyl recommend Mark!

Michael and I have worked together for 10 years. He is always on top of the market,…read more is very smart, and cares that his clients have the best financial information they can. He wants them to make money and/or preserve what they have, and he's always right there to make sure that happens. I have been very happy with the work he has done for my accounts, and I highly recommend him to all of my clients. He is trustworthy and honest, traits you definitely want in your financial planner.

I've been with Michael for many years, and he's always given me great service. He's also given me…read moresome valuable advice for my sole proprietorship.

I'm new to needing a financial plan. Jane walked me through the process, laid out the options, and…read moregave me feedback on my choices. I didn't feel like she was there to sell me a product. She was a good listener, very professional, and in command of the facts.

From the owner: We at Scarbrough Financial Group, LLC, specialize in financial planning. Our mission is to help…read moreyou bring clarity and confidence to all of your financial decisions. We are a dedicated team of experienced advisors helping our clients define and attain specific financial goals. Our team is comprised of specialists in all aspects of investment management and retirement planning, including mortgage, real estate, tax and estate planning. Securities offered through LPL Financial. Member SIPC www.sipc.org **Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.**

I normally do not hire anyone who has no yelp reviews but I took a chance on this one. As you can…read moretell by the number of stars I put, John is a winner! Knowledgeable, intelligent, caring and trustworthy. He has a lot of experience and it shows. He also treats you like family and does not appear to care more about his commission than he does about you. That's a rarity nowadays. If you are willing to take a chance on a certified financial planner with only one yelp review, I don't think you will be disappointed.

My parents referred My husband and I to John. He is outstanding. Very knowledgeable, and gives you…read moreso much information. we knew very little walking in and walked out feeling so good about John. We have 100% confidence in John and His front desk Lady Sara. She is so pleasant and has everything ready for John before he met us. So happy to work with John and Sara.

Eric has provides me with a complete tax overview and options for filing my taxes in a timely…read moremanner. I appreciate AEI Financial and have used Eric's services and expertise for years. A real professional! Thank you Eric!

. we have found him to be very knowledgeable and caring ! He took the to make sure we understood…read moreall the information he was giving us. I liked the fact that he made me feel any question I asked was an important one. we would highly recommend him to anyone ! so if you feel you need any of these services he has to offer give him A call. it should only take about twenty minutes of talking to him to evaluate if he can meet your needs. Thanks Terry

Terrible experience. No one to provide assistance. Complete chaos. if you are paying for parking,…read moreyou'd better add at least 3 hours to the meter!

I have been investing with schwab for almost 30 years. In all that time I have only needed 1 to 1…read morecontact with an advisor 3 times. All 3 were extremely helpful and satisfactory. This last time it was to make financial decisions regarding my impending retirement in a few years and putting everything in place for that time. I had several appointments with Biscain Mora. A very competent and helpful advisor. He listened to all my concerns about my current accounts and together we planned the path forward to best meet my retirement financial goals. I'm very pleased with the decisions he helped guide through. I very happy to be a schwab client. I highly recommend this financial service company.

Sound financial advice from an educated, patient advisor who has proven himself many times over…read moreduring the 13 years he has handled our families money. I highly recommend him.

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.

My husband and I hired Andrews Financial Planning to evaluate our portfolio and advise on the…read morepurchase of a second home. Kathryn listened to our wants, clarified our goals and guided us through the process. She clearly requested the information necessary to complete the task and when received, she analyzed it in a timely and efficient manner. Kathryn is an outstanding oral and written communicator, always explaining things in an easily digestible way. She has a unique ability to evaluate a complex set of circumstances and provide practical advice with a variety of options for consideration, some of which expanded our limited thinking. Kathryn was open to all of our questions and concerns and is very well-informed on all aspects of financial planning. Her many years as a transactional attorney adds to her wealth of knowledge, and, as a fiduciary, gave us great comfort that she had our best interest in mind at every stage. We feel we received excellent value, and we will certainly use her services in the future.

I have consulted with Kathryn on a variety of financial and legal issues over the years. She is a…read moremeticulous analyst, and a good listener. I trust her advice implicitly. I admire her ability to formulate a plan even when working with various stakeholders with diverse opinions and goals.

I have zero complaints on her tax service. I would never recommend her for any services except…read moretaxes.

Not only is Summar Morris an excellent CPA, but she also provides other services such health…read morecoaching, yoga, and nutrition. I have seen numerous nutritionists in Sonoma County, and I think that she is the best because she offers a simple and sustainable approach to maintaining a healthy and balanced diet. I have lost 20 pounds this year, that I would attribute my weight loss to the nutrition guidelines that she has taught. Also, she helps with time management living a relaxed and balanced lifestyle juggling work and personal interests, that is essential to having a well-rounded lifestyle. I appreciate that she helped me implement a plan to set up an online piano teaching business in Sonoma County, and she had various ideas to marketing my services virtually, that will be a dramatic and exciting change instead of teaching in person like I used to in the past.