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!

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.

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.

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 grew up in Winters and I like doing as much business as I can in this town. That being said, it's…read morea teeny tiny town and a lot of business categories are lacking. I was therefore totally excited to get a referral from my Davis-based business attorney to Joe Trotter, the advisor for Edward Jones in Winters. Joe clearly works as a financial advisor because this type of work is what he wants to do, and you really get the feeling that he wants to do the best for you, not his company. In the past I have struggled as a small business owner with crusty old FA's in banks saying, "Well, the first thing you need to do is save 10K and put it away for emergencies." Are you freaking kidding me? Do you know any small business owner who can come up with 10K and not touch it in startup? Joe actually took a proactive look at my finances, asked some very intelligent questions about my personal and business goals, long term and short term, and also assessed my risk comfort level. He showed me that I have so many more potential streams of income than I thought. I left with a personal account set up, and a lot more hope for the financial future of my business. Very grateful.

Joe Trotter is the man. Professional at welcoming at all times. He's a young man like myself and…read moreknows his stuff. I feel comfortable investing with him and so does my family. Hope to have him around for many years. Plus he is an active member in the community and supports other local business's .! Check him out

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

As an owner of two properties in Dixon California, I have been very pleased with Kappel/kappel…read moreproperty management for well over a decade. They have provided: -Excellent tenant screening -Safety of property condition -I've never experienced evictions because of their excellent screening of tenants -Timely annual inspections performed for the benefit of both owner and tenants -Lease addendum's as needed -they have a proven time tested tenant retention policy ensuring happy tenants with link the stays -They are always on top of necessary maintenance and repairs, making for happy tenets while preserving the value of my property. In short, I would not think of going anywhere else for professional property management. I highly recommend the professional services of both Beth Hoffman & Michelle Lichwa, Property Managers for your Davis & Dixon Rentals.

I'm looking for a place and Kappel & Kappel have been so helpful! Hopefully I get a place threw…read morethem! It's helps when your housing advisers are helpful both Dixon and Vacaville office are awesome!!! looking forward to working with you all!!!