Justin has been a long-time, trusted family friend to both my husband, Steve, and me. We chose to…read morework with Justin because we were confident in his ability to manage our financial needs with integrity and professionalism. Justin has been an excellent financial advisor. He is knowledgeable, professional, and always available to answer any of our questions. His advice has been invaluable in helping us achieve our financial goals. We highly recommend Justin and his company Truevir Financial's services. 10/10!

Nice enough interaction, but they tried to sell me life insurance which was not what I was looking…read morefor.

We've been with Rufus and his Solano Wealth Management for over 15 years and they've helped to…read moremanage and grow our finances efficiently and to such lengths we did not expect. They are always so accessible and responsive and we appreciate knowing our portfolio is in very capable hands.

From the owner: We understand that individuals face unique challenges as they prepare for retirement. We can help…read moretake some of the mystery out of preparing for your financial future. Whether you are investing for retirement or already retired, our personalized service focuses on your financial goals and objectives.

Robert is great, he listens well and spends the needed amount of time to discuss investment…read moreoptions. However, he is no longer with Edward Jones. He is currently the CEO of Align Financial. He's still here in Napa and if you search his name the new contact information will be available to you.

My mother and I moved from San Francisco to Napa and didn't know anyone here. After losing money…read morein her investments in the recession she was in a difficult situation financially. We were so fortunate to find Robert Lockhart at Edward Jones. He worked with us personally which I've never had that experience with a advisor before. He found a way to fix her investments. Most financial planners will set up your account but not watch over it but he personally contacts you when he sees a problem in the market when a change is needed. He is highly knowledgeable and trustworthy taking a personal interest in your situation. He has given my mother peace of mind over her over finances to live without constant worry. I can't recommend him enough to everyone !!

Jody, in the front office is awesome! Not just working super hard, because my rollover from Mutual…read moreof America is simply the worst nightmare! Lacy Senate, Jody's boss, is so smart and knowledgeable about putting together a terrific portfolio. I love these two women!

About 20 years ago I switched to Lacy (Butler) Senate as my financial advisor. It was one of the…read morebest decisions of my life. As a novice investor, I rely on her recommendations. Over the years, in person and over the phone, she updated me on the status of my portfolio and answered my many questions. I truly feel she cares about me as an individual, not just my investments. She is the best!

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

I am an estate and probate lawyer and trust Beth and her team completely. They are reliable, caring…read moreand highly competent. I would not work with or refer to them otherwise!

From the owner: At Elizabeth Dean Fiduciary Services, we help you or your loved ones with the burden of managing…read morepersonal daily care, finances, housing, medical needs, paying bills, and handling trusts. We are held to the highest ethical standards in the care of and loyalty to our clients.

Excellent , accurate service at excellent fees . The personnel are warm , prompt and polite .read more

Taxes done incorrectly and not completed. No one returns calls or cares about you as a customer.read more