Thank you for work well done very excellent communication…read moreskill I will highly recommended and very professional staff respond time excellence thank you again very much Ming chin

Alex is both knowledgeable and professional. He's also really friendly and easy to talk to. He…read moreworks hard to solve the issues and doesn't hard sell you on a bunch of unneeded services. Note I'm a client of Alex's and generally meet him in the San Francisco office. Recently I was able to visit him in his Marin office for a quick consultation.

My adult daughter and I met with Joe Barton to set up our revocable trusts/wills. Joe and his…read moreteam were fantastic! (Prior experience with another legal team had been unsuccessful and extremely frustrating.) Joe was knowledgeable, thorough, patient and very accommodating. Working with him was an extremely positive experience. I feel very fortunate to have found Joe, and highly recommend him .

Joe was comforting to work with on my family trust. Despite my stress during the process Joe was…read morekind, patient and went above and beyond to make the process as seamless and as easy as possible. In the end, I felt I had a new friend.

Creating an estate plan was an emotional experience. After all, you're talking about what happens…read morewhen you or your spouse are no longer alive. Additionally it is a very tedious and overwhelming task to figure out what to do, assemble all the paperwork, get signatures, and make the whole thing legal. Elizabeth took all the fear and pain out of the process. She is very compassionate, understanding, and organized. She met with us, asked questions, and told us what information we needed. We were able to fill forms out and email them to her, saving us additional visits. We aren't quite finished, but I know we would never have come even close to this point without the guidance of Elizabeth. We're all gonna die one day. Make it easy on those you leave behind, get an estate plan. I highly recommend Elizabeth Krivatsy for a very "unlawyer-like" lawyer experience.

From the owner: Law Offices of Elizabeth Krivatsy are dependable Sausalito, CA attorneys. We can help you work…read morethrough difficult situations and guarantee we will work hard to win your case.

Horrible experience with Thomas Velladao. Couldn't even get a question in. He did NOTHING to help…read moreus in the 30 minutes we were there but yet will send a bill for his services. Do yourself a favor and go somewhere else.

Wow! I can't remember when I was treated like a child by…read moresomeone I was passing to work for me! I was scolded, belittled and yelled at by Tom Velladao, because I couldn't follow his 100mph tax speech. Every time I asked a question he seemed to get mire and more worked up. Wait, isn't that a Tax professionals job is, to answer questions? I brought him a return from one of my small businesses to see what/how he would do, and I'm glad I did (my portfolio is in the millions). He basically told me that he couldn't be bothered with my "little" business questions! Little did he know that he lost hundreds of thousands in business from me. What a Jerk! Don't waste your time or money!

I'm incredibly grateful I chose Tracy to help me finish my divorce paperwork. Her pricing was fair,…read moreshe stayed on top of everything, and she helped get my divorce finalized in just a couple of weeks. Life gets busy, and I had started the process but needed someone reliable to see it through. Tracy stepped in and took that responsibility seriously. Even after my dissolution was initially rejected, she reassured me she would stick by my side until everything was properly submitted, and she truly kept her word. If you're considering working with her, don't hesitate. She's professional, dependable, and genuinely committed to getting the job done right. Highly recommend!

As the year comes to a close you consider all the adulting tasks you need to take care of. Any…read morechanges throughout the year will mean updated legal documents. We scheduled an appointment - conveniently over video, to discuss our legal document needs. Tracy listened to our needs , gave us advice, and immediately got to work. She came to our home to present the documents, notarize signatures, and we were finished, easy peasy. Professional, knowledgeable, fast, and convenient. Yes, I absolutely recommend! Bookmark this one, you may need it someday.

We knew we needed an estate plan, but kept putting it off...who wants to think about the "what ifs"…read moreassociated with bad things happening. Then a close friend of ours was involved in a serious accident, and we realized that a horrible accident without a plan could potentially turn into a nightmare for us. Luckily we found Matthew Harris. Mr. Harris seamlessly guided us through the decisions and paperwork, making us wonder why we didn't do this sooner. I have a daughter from a previous marriage, and Matthew was able to talk us through different scenarios and create a a plan that would help keep everything fair should I pass first - something I'd never even thought about! We were also nervous about the cost; was this process going to turn into a never-ending expense? The answer?: No. We felt Matthew provided a level of expertise, guidance and counsel that was in line with his flat fee - which we felt was extremely fair. Thanks Matthew!

I am pleased to write a review for Matt. I first met him as a new neighbor across the street from…read moreme. He is a kind, helpful, and friendly man with a lovely family. When my last sibling died in 2018, I asked Matt to help me review and update all my estate planning documents. He did a wonderful job, taking my outdated information, determining the changes I wanted to make, and explaining to me new changes that he recommends that I adopt. All of that information came back to me in one completed notebook, which was easy to access, have notarized and officially filed. All the details were taken care of, and Matt has been great to work with. He has also been available to answer several follow up questions. I am very happy with his personal and professional work, and can , without reservation, recommend his work. M. Alderman

This financial advising service is excellent. No sales pitches, commissions, or hidden fees. It's…read morejust what the name says: Advice Only. The staff is intelligent, knowledgeable, articulate and scrupulously secure, keeping your data private and confidential. If you need to plan for retirement, decide if real estate or the stock market is right for you, or arrange for a comfortable financial future balanced with what you find to be important in life, they can set you up to meet your goals. No agenda other than getting you the advice you need, no judgement, and very reasonably priced. Will pay for itself many times over.

From the owner: Advice Only Financial Advisors provides fiduciary financial planning using the Advice-Only™…read moreMethodology. Clients pay directly for advice—we do not sell financial products, earn commissions, accept referral fees, or charge AUM fees during the planning engagement. The Advice-Only™ Methodology uses structural separation so financial advice is formed independently of implementation-linked incentives. Based in Corte Madera, California, we serve clients locally and nationwide through virtual engagements. We provide comprehensive financial planning, retirement planning, tax planning, investment guidance, insurance analysis, and second opinions through a planning process designed to keep implementation separate from advice formation. Most clients begin with a paid consultation to clarify priorities, evaluate options, and determine the appropriate scope of engagement.