I highly recommend Al Bordessa of Eagle Bay Mortgage. My wife and I have relied upon Al to assist…read moreus with several mortgages. Our first property was in Petaluma. Al assisted us in getting a 15-year mortgage at a very good interest rate of 3-1/8%. That property has become the start of an equity-building program. Since then, we've purchased seven additional properties. Although we're now living in Southern California, and we continue to acquire properties in this region, we continue to rely upon Al and his team at Eagle Bay Mortgage because we appreciate their service. He is currently working to get us approved for a mortgage for a new home that we're purchasing in Orange County. We highly recommend Al Bordessa and Eagle Bay Mortgage to others.

Al Bordessa at Eagle Bay Mortgage is amazing!! I have done 4 refinances on properties with him…read morethroughout the past several years! Great guy, very professional! He goes out of his way to make a loan work for you. I will never use any other Broker for my loans, nothing would compete with Al!

In the hottest seller's market in decades, Robert got us a house we loved. The details are…read moreremarkable: we actually lost the bidding war, but Robert made us fill out a back-up offer, even though at the time he agreed it was almost pointless because no one would give up a house in this market when they had put in the winning bid. But rare things do occur: the winners backed out and we were suddenly in first position because of that back-up offer. Sensing that sellers would not want to have a second offer fall through (which would require a return to the market), Robert negotiated a new *lower* price for the house--despite our initial apprehensions. And sure enough, he got us a better number. But long before this success, Robert had impressed us. When my wife and I would go to open houses and the agent there would ask us who our agent was, the reply of "Robert Ramirez" would often evoke "We love Robert!" or "You have one of the best agents around." Everyone we spoke with told us how much they liked Robert. And this is important--an agent who is liked and trusted by other agents is able to help much more than one who is not trusted. Add to this Robert's 40+ years of selling homes in Petaluma and you're going to eventually find success with him like we did. One final note: no matter how busy Robert was (including a week when he was on vacation in Hawaii), he always answered the phone and our emails promptly. If he couldn't talk right away, he called us back shortly after. There was not a single day in our long search when we were unsure about something because Robert had not gotten back to us. He really, truly cares about doing things right.

Robert is an incredible realtor. My partner and I are relocating to Petaluma from SF during the…read morehottest housing market of the past 10+ years. As first time home buyers in a competitive market, Robert skillfully guided us through a lengthy and complex home buying process that resulted in us buying a home that is absolutely perfect for us. Robert seems to know all the key people in Petaluma and has been a realtor in the area for so long that he can tell you an endless amount of detail about every specific neighborhood and even specific streets. I would highly recommend Robert to anyone moving to Petaluma, especially other first time home buyers!

I have been a Schwab client for over 20 years with a Brokerage account, my Traditional IRA and both…read moremine and my wife's Roth IRA. The choices for investing are all anyone would ever need. I recently retired and have now happily "rolled over" my 401K. I've always received excellent advice both by using their easy to use on-line services, signing up for email newsletters and in personal visits to Marc Vera who has been extremely helpful in my retirement financial planning. This is a highly skilled group of professionals who will guide you, not try to sell you something you don't need that would make them money. That said: Be professional yourself and make an appointment. I highly recommend Charles Schwab and the Santa Rosa office. Charles Schaefer

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.

As a first time homebuyer, I found the process quite stressful at times and so I had a lot of…read morequestions. The first loan person I worked with was not responsive to my questions so I canned him and went with Mari (who was recommended to me by my agent.). Mari was great every step of the way. She promptly and thoroughly responded to all my questions and helped me close on my first home. 5 stars for sure :)

Terrible service! They do not communicate well, and delayed tax preparation and nobody calls you…read moreback, even when you give everything early. This last tax season they fired my tax preparer who is a family member and locked her out of the office. Now I get a notice that they can't help us this year after a decade of paying them to prepare our taxes. My parents also received the same notification in the mail instead of our annual tax preparation packet because they are too busy to help loyal clients that they screwed over the year before. Not even a phone call, just a letter, sorry, we are too busy to help loyal clients. If they were planning on dropping clients they should have said something after they screwed up last year. It really makes me worry what shady stuff happened and if my prior years were legit or messed up. Definitely a poor handling all the way around. I don't like to leave bad reviews but this one earned less than one star. To not be notified until December that instead of getting a tax prep packet to get a "You have been dropped and need to find a new place is a slap in the face. And there was only one person that called back one time ever, even when calling the main line. Way to take care of a long time client, and drop my entire family. If you were going to drop us we should have been notified after last April when you fired her. That's 8 months of wait to find out that your tax preparers won't be helping you. Highly impersonal service. And that's 8 less months to find a good accountant/CPA.

I have been pleased with the services of Bardella & Associates. I've been utilizing their services…read morefor @ 6 years or so. They provide a packet of what documents are needed and I just complete those and return them to the office. I let them do the calculations so that I don't have to deal with figuring out the correct figures/data. I am sorry to learn of recent clients who have been upset by this company and am grateful that I was not working with the employee that was let go. That would have been very stressful to try to find another tax preparer.

Lisa & Cailin could not have been more responsive or helpful. They held our hand through the whole…read moreloan process & made it as painless as possible. I was impressed by their thorough communication & their drive to get things done. I will be recommending them to everyone I know!

Absolutely the worst escrow agent I have ever used. Fidelity's staff and practices are the worst…read more Stacy P. handled our transaction and from all we could surmise, this was her first. At one point in the process she asked the mortgage lender to define "closing." She clearly needs further training on the house buying process. Her missteps caused a lot on undue stress fr everyone involved. The worst part is that Fidelity and Stacy waited until the last minute to spring a title insurance charge of $1,900 for buyer's (not lenders title insurance for which they charged me $532) title insurance. She did not include this in the estimates and never mentioned it until the end when it was too late to drop it - at least according to Stacy. This insurance is totally optional and I did not want it but because we were so late in the process and Stacy said that we would have to go back to the lenders and the sellers, I accepted it to get the deal done. This practice by Fidelity is totally underhanded and is the reason why we have the Consumer Financial Protection Board.

My husband and I had the pleasure of working with Elise on the refinance of two properties. I don't…read morehave much to say about the process, but so much about how wonderful Elise was! The whole process was quick and easy on our end, and we were invited to her beautiful home to do all the signing, where we were treated as family. Our two kids were entertained by the dogs, and. life-sized Santa was a witness! It is clear Elise is "in it" to help people. I recently reached out to Elise for advise on what type of financing product would fit a need that developed with out home. Elise very kindly responded with places other than her I could go to for a product that would best fit our needs. I appreciated the honesty and time she gave in that situation. In addition to your mortgage needs, Elise is also a talented gardener and shares a plant bulb or two as well as advice! You've made a friend in the community after working with Elise.

"If anyone can do it, Elise Groves can do it." That's what one of our friends told us when we were…read moreat a point of wanting to refinance our home several years ago. Wow, were they right. Interest rates had fallen and we wanted to lower our mortgage payment and take some money our for home improvements. Elise did the work and was able to get our refi done smoothly. When the interest rates went down even more a year or so later, we did so again. Robin and I heartily recommend working with Elise Groves for your mortgage needs. We intend to come back to her for any future mortgages!

I highly recommend Mahoney Davison to any property owner who worries about their home being rented…read moreor to any renter that is looking for quality properties! We rented a beautiful townhome through Mahoney Davison. The price and condition of the home was the best in the area. They require a showing prior to application submittal, which helped us secure a home during the high volume rental and home sales of 2021. Our Property Manger, Korin, was involved for the whole process from start to when we moved out at the end of our lease. We had little issues during our lease, however when we did need to connect with the company or Korin, they were readily available to handle any situation. They have a great support staff and excellent vendors to facilitate maintenance needs. The organization is constantly evolving to be better than they were the month or year before and strive to provide excellent customer service.

I sent these company about a dozen emails to view a property. I called them multiple times. I sent…read morethem email after email. They requested an ID to view an apartment so I sent them an ID. Then they wanted another ID, so I sent another ID. I booked 6 appointments to tour the property that were all ignored. I followed up again and they tell me I never sent an ID (I did send an ID), and that the property was rented. I could not have done more and been more proactive to view an apartment. They dont return phone calls and they are not proactive. These people are awful. Kia De Borja is totally incompetent.