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 !!

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 found Art through a home buying agency. I was a first time home buyer and knew little to nothing…read moreabout the process. Art was knowledgeable and personable from the beginning and walked me through it all, every step of the way. I texted and emailed Art at all hours of the day, and he was always timely and responsive to my queries and concerns. Having a good realtor is one of the best decisions you can make for yourself. I've heard nightmare stories from friends and coworkers and I consider myself lucky to have found Art! I suggest you look no further! My whole home buying process was smooth and quick, even in times like this where the market is tight. I closed in 17 days and I have to say I wouldn't have been able to do this without Art's guidance and timeliness. He made sure all parties involved stayed on top of their parts so we could get the whole deal settled ASAP. I will recommend Art to EVERYONE and hope to be able to use him for selling/buying of all my future homes. Thank you Art for helping me and my family get settled into our new home!

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.

Found Nick through Yelp and he had the best reviews as I was searching for a good book keeper and…read moreaccountant to do my payroll. I had some issues with EDD and Nick had it resolved in a good timely matter. He educated me about my business structure that I currently have been doing and what I can do to better my business regarding my book keeping and payroll. Highly recommend him and his firm to get any issues done when it comes to EDD and payroll. Payment was very flexible and a great value for his service. I enrolled my business with this firm to make sure I don't have to worry about payroll, taxes, and bookkeeping. That's a huge load off my shoulders and all I need to do as a business owner is focus on managing my business and employees. I don't have to worry about the books anymore. Thank you Nick and to your team!

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.

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.

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

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.

The best credit union ever! Super helpful with banking, notary and insurance services.read more