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 !!

Words can't fully express my gratitude for Art Ramirez…read more This was my first time ever dealing with anything like this, and to say it was overwhelming would be an understatement. My cousin passed away and named me the executor of his estate. I suddenly found myself responsible for selling his home while trying to navigate the probate process, with deadlines approaching and no idea where to even begin. Out of nowhere, I started getting flooded with phone calls and letters from real estate agents. At first, I couldn't understand how they even knew about the house. Being completely new to probate, I was already stressed, grieving, and trying to figure everything out. Most of the agents I spoke with sounded like they were only interested in getting the listing. You could hear the hunger in their voices, and that was the last thing I needed during such a difficult time. Then Art called. From our very first conversation, he introduced himself, asked about my situation, and simply listened. I told him honestly that I didn't know much about what was happening with the house. Instead of trying to pressure me or sell himself, he told me that if I ever had questions, I could reach out and he'd be there to help. No pressure. No sales pitch. Just genuine kindness. As time went on, we talked a few more times, and each conversation confirmed that Art was the right person for the job. He didn't just care about selling a house he cared about my story, the probate process, the estate, and making sure everything was handled the right way. That meant more to me than I can put into words. Art went above and beyond in every way. He walked me through the process step by step, answered every question I had, communicated constantly, showed up when he said he would, and always kept me informed. Going through probate isn't easy, especially when it's your first time. To be honest, my attorney wasn't much help throughout the process. Thank God for Art. His professionalism, knowledge, dedication, and passion made one of the most stressful experiences of my life manageable. When challenges came up, he didn't make excuses he found solutions. He fought tooth and nail to get everything done, and just in the nick of time we crossed the finish line and successfully sold the house. Looking back, I truly believe that if I had chosen someone else, I would have been left to figure everything out on my own. This wasn't a simple transaction it was a complicated, emotional situation, and Art never made me feel like just another client. He stood by me every step of the way. That's the difference with Art Ramirez. You're not just hiring a Realtor. You're getting someone who genuinely cares about you, understands what you're going through, and will fight for you as if it were his own family. As Art always says, "No excuses." And he lives by those words. If you're reading this because you're looking for a real estate agent, look no further. Art Ramirez is the one you want in your corner. I'm proud to not only call him my Realtor, but also my friend. He will be the only Realtor I ever call. Thank you for everything, Art. I'll never forget what you did for me.

You will NOT regret working with Art Ramirez and his team. He is incredibly knowledgeable about…read moreboth the process and the area. He's very good at helping you understand everything and is great about staying in contact/keeping you informed. If you ever have a question or concern- he's there. I had a pretty complicated situation selling my home and Art knew exactly what to do. I would jump at the chance to work with him again in the future.

I know Gary a bit socially, and so when my mother needed help dealing with her finances, I thought…read morehe would treat her right. I went with her to help out when they first met, and I saw immediately that I was right. He basically acted as though she was family, and this enabled her to relax her concerns about letting someone get involved in her finances. He asked her a lot of questions and developed a plan for her that she was comfortable with. When Gary's name comes up, my mom cannot stop talking about how great he is. My wife and I signed on with Gary not long after. We don't have a ton of retirement, but we were tired of watching it earn next to nothing in money market accounts, or shrink rapidly in mutual funds that we seemed to be picking out of a hat. Since we hooked up with Gary, our funds seem to be growing conservatively, but steadily. Also, anytime I want to talk about anything regarding our investments, Gary is readily accessible. I have now passed a few other friends to Gary, and he has helped them with different issues. Everyone is psyched they found him. He is a very real guy, simple to connect with and comforting to work with regarding the sensitive issues of your savings.

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 just hired Pridmore & Company for a survey. They were Super professional and accommodating. They…read moreexplained to me how their services worked and they were very transparent with their fees. The other companies that I spoke with for a quote were super expensive and predatory. Pridmore & Company were very fair with their price. Don't look any further...honest and fairly priced.

Wow! We bought a home built in 1936, so you can imagine all the weird stuff that could happen with…read morefences, understandings, landscaping, private drives, etc. Well, Joe dug deep into the history of the area, paying more attention to detail I have ever experienced from a surveyor. He also communicated with courtesy to all the neighbors who were curious. He then also tied into original surveys from the old days over on some section line. In the end, finding, verifying, and remarking original corners. One was 15' off!!! We are so happy we got a survey BEFORE investing in new fence and landscaping. Best money spent.

After reading such wonderful and warm reviews, and a good phone conversation, I scheduled my own…read moremeeting to discuss my tax needs. Gathered all the documents they requested that I bring. When I arrived (early) for the appoint about 10 days later, the office was closed, with no one answering the phone or the door. Left a phone message, but that has gone unanswered, too. Really quite bizarre and has left me wondering.

I have been coming to Hamati Bookkeeping & Taxes since 2016, introduced by a friend of mine. Since…read morethen, not once have I ever felt the need to go elsewhere to get my taxes done by anyone else. It really does say something because of how picky I am in a big world of other bigger franchise tax-based companies claiming to get you back your taxes. With Hamati B & T, though, you get a more personalized treatment, service, and no sugar coating truth about where your tax situation will be. Hamati B & T continues to never surprise me with their service and friendliness as well as their professionalism. Having said that, my wife and I are getting a great return on our taxes! Please go to them... it would be a mistake not to!

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.

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.

Will Hand is by far the best Insurance Agent we have ever had! He answers our calls any time of…read moreday or even on weekends. We moved out of state so unfortunately he is no longer our agent and hasn't been for over two years but he still helps me out and answers the phone whenever I call! He is amazing!!!! I REALLY wish he was still our agent. He started off as the agent I chose from the yellow pages but has turned out to be the absolute best agent we have ever had. Very personal service. Answers his own phone. Will come to your house to write your policies. He seems to do anything he can to make your life easier!

Really easy-going and honest insurance broker…read more Will organised my auto, renters and umbrella insurance - he worked hard to make sure I had the coverage I needed, and was responsive with my (many) questions.

The staff at RCU napa on 1st street are Super amazing friendly and professional. Love this…read morelocation. They even have clean restrooms! They've gone out of their way to help me. I don't know how many times . The only downside about this place is it gets REALLY busy. there's only two ATMs. Parking is somewhat limited.

Awful online banking and awful bank overall. Doesn't communicate with other banks and is completely…read moreuseless as a bank outside of just asking for money and attempting to use money you have. Bank is awful and isn't accepted at most ATMs despite what you're told. Star ATMs also still charge you a fee so it's useless outside of NorCal. I regret getting a credit card with them and i am at the point of just taking a negative on my credit score so I can never deal with them ever again.