I had been searching for a financial planner for some time -- specifically a fee-only Certified…read moreFinancial Planner. They don't have anything to sell, other than their advice, thereby avoiding having various things thrown at you that are really designed to make them as much money as possible. Through an odd circumstance, I came across Symphony Financial Planning. All I can say is, WOW! This is how financial planning should be. First off, it's not some corporate building with lots of granite and glass -- it's a very inviting environment that's in what appears to be a small home. You'll feel comfortable right away -- not like a corporate prisoner. The most important part of course are the people. A better group you will never meet. They are super nice, especially Taylor, who worked with me. She made me feel completely comfortable, and explained things in a non-condescending manner. She never made me feel stupid, which is something I can't say about other people I've talked to. In the end, she gave me some great ideas about how to maximize my retirement savings, and sold me nothing in the process. Perfect! And because they are fee-only, you only pay for the time you need -- they won't latch onto your accounts and start pulling out commissions or other fees. They don't even have access to your accounts -- all they can do it give you advice about how to manage what you've got, to meet your goals. If you are looking for financial planning and are anywhere in the vicinity of Davis, you owe it to yourself to give Symphony a try. You won't be disappointed!

From the owner: Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive,…read morestrategic retirement planning services and low-cost, tax-optimized investment management, with a fiduciary duty to act in our clients' best interests. All our advisors are non-commissioned, experienced financial professionals. Pure Financial does not sell products, earn commissions or receive referral fees from any source. Our specialty is retirement and pre-retirement financial planning, retirement income, and asset management with an emphasis on tax reduction. Whether you're nearing retirement, in retirement, had a life-altering event or need investment advice, our fee-only fiduciary financial advisor team will help craft an investment strategy and retirement plan based on the best interest of your financial goals.

Jen is the nicest! She and Michael Clark worked together and now she has her own office. My mom and…read moreI and my husband all love her as our Edward Jones go-to gal. She is warm, friendly, and very smart. I knew nothing about investing when I met Jen and that was OK. She made it easy to understand and didn't judge me for my lack of knowledge. What a nice lady. Trust Jen with all your Edward Jones financial needs!

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.

Have worked with Mark and his team for about 30 years…read more Tremendous work ethic, excellent communication, and very detail-oriented. Appreciate the user-friendly client portal. Mark truly has vast experience with a wide range of clients/tax situations (including self-employed) and I recommend him highly and unequivocally.

This company has handled our taxes for years. They are thorough and detail oriented.read more

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.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Steve was a lifesaver. After having my loan not approved due to the initial lender not performing…read moreits due diligence the week of closing, my agent was able to negotiate additional time and referred me to Steve. Steve literally and figuratively sealed the deal for us, going above and beyond to communicate and let us know the progress every step of the way. Despite his busy schedule, he was always a phone call or text away. He was able to submit a brand new package, save us costs along the way, and closed us in record time. Usually in my previous real estate transactions, the paperwork and loan process has been straight forward. Going through adversity really allowed me to see how dedicated Steve was, and how his customer service was light years than my previous experiences. To be blunt, go with him and you will have peace of mind throughout the process.

Steve was referred to me and I am so glad that he was! Originally, I was going through my Realtor's…read more"preferred lender" who was offering me a ridiculously high rate and I knew there was something better out there. Being that Steve is a broker he was able to shop around and get me a rate almost a full point lower than the other lender and with way less hassle. Overall, the process with Steve was seamless AND Steve came in at the 11th hour for me and still got the job done on time! I would recommend Steve to anybody in need of a Lender!

This is absolutely the worst place to rent from. They gas light you every second they can, and…read morecompletely lie about things to save their own asses. Peoples vehicles get stolen from there and they refuse to show footage of the incident and then magically can't find what you need anymore. The gates don't work and stay open 24/7 but if you were to ask them they work perfect. Management is a joke, and will only do what suits them and makes them look good. They treat collage students horribly after charging them $4,000 a month to live in a safe place. If your looking for rentals, I would most definitely stear clear of this place.

Donna and the rest of the PPM team managed our rental for two years after we relocated and were…read morefiguring out what we wanted to do, post-COVID. They were excellent property managers. I appreciated them keeping us informed of how things were going, taking care of routine and minor maintenance when necessary, and consulting with us over a few larger items. Their bookkeeping was also very organized and timely. During the two years, we had two sets of renters in the place and I had a chance to inspect the property after each set left. I was very pleased at how much cleaning PPM did to the property after each renter left. While I haven't had experiences with any of property management places in Davis, I can say the PPM far exceeded my expectations in every respect.

I have been a client of Jamie's for over 10 years now and I can tell you that not only is she…read moreincredibly intelligent and professional, but she is also very kind and understanding. I trust Jamie and her companies services so much that I have referred her to many family members and friends who have also been clients for many years. I will recommend Jamie Baker & Company time and time again!

Our company has used Jamie Baker for many years. Her company is professional, helpful, honest and…read morereasonable!! We trust her completely!

Poor customer service. Went in to close account, guy gave me my money and said to call the number…read moreon the card. I do so, only for them to tell me they can't close the account because there is a fee due for dropping below the threshold. So now I have to pay the fee, which they said they would not waive, wait 10 business days and pray that it closes. I've never liked this bank. slow and understaffed.

I have been a customer of Bank of America for over 35 years since 1980's. My dad has banked at Bank…read moreof America since the 1960's. The Davis,CA is a very friendly and helpful branch. It can get busy but the employees, staff, managers are all very friendly and helfpul. They also have a teller for business banking. Everyone at Bank of America is always friendly and helpful with everyone who goes there. Just be reminded that with davis being a College Town it can get extremely busy a few times of the year when international students open and close their accounts.