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.

Every time I have called I got a real person. Everyone has been pleasant and helpful. I find the on…read moreline management of the accounts very easy and use it often.

This is not about a particular branch. This is about my overall Charles Schwab experience. If…read morethere was an online/telephone choice, I'd leave my review on that. I had an account for a year with Charles Schwab. I specifically asked to be able to do options trading. I am a bit of a conservative trader so it was a year later that I decided to buy stock options for a once-in-a-lifetime opportunity. Low and behold, my account was at a level that didn't allow me to trade standard call and put options. Schwab has 4 different levels and my approval level didn't give me the ability to. I was told by multiple reps that I needed to fax in a new application with the higher level request. I didn't have access to a fax. On my own a couple days later, I discovered I could do this online. I requested the higher options level (for what* should* be allowed on a basic options account) kept calling every couple of days with each rep saying "it's in review but I will expedite it; it takes about 2 days". A week later I get an email survey so I put down my dissatisfaction. I get a call and I am finally approved for the level I was seeking, with an apology, and a choice between free trades and $50.. A few weeks later, last night, I decided to do an option trade. I am told I was not approved for that level and never was. I sent an email showing I was approved. Then I am told "you were approved but downgraded 2 days later". WHOA!!!! This is now 2 out of 2 times Schwab has tied my hands on a very time sensitive trade! I was told it was because of my dissatisfaction. Note, I was in Northern California and was dealing with the famous fire over here for a week so I was not "peaches and cream" during the first attempt to trade options. I was told it was "very unfortunate that happened to you but because of it you are going to be 'punished' for 6 months, when you call ask for a review again." Holy smokes! If they want to punish me for being upset, fine. But the fact that my account was downgraded a 2nd time and NO HEADS UP was given to let me know is just unbelievable. Imagine thinking you are set up to trade time sensitive options and to learn that your account was downgraded and you were never informed. That is NOT RIGHT!! Unless you are a perhaps a millionaire, you and your money means nothing to them.

We bring all of our questions to Lillian and she very patiently answers them! She is an expert in…read moretax preparation as she is an enrolled agent. When we have questions, she will respond by email quickly. We really appreciate that. We highly recommend her financial planning and tax preparation services to you.

Meyers Financial Service has been working with US for over 20 years…read more I work with Lillian sever times a month and receive timely responses. I recommend Meyers Financial Services. Carroll D. Mills

Good communication and easy, safe process considering the necessary precautions with the Covid…read morevirus. My regular tax accountant disappeared after filing for an extension so I needed to find another accounting firm in a hurry and Green Valley did a great job.

From the owner: Green Valley Tax Services has over 30 years of experience and performs a variety of tax and…read morefinancial services, for individuals and businesses. Each of our clients receive comprehensive services by highly qualified and licensed tax and financial experts. We take the time to get to know your specific needs and address them. We provide; tax preparation, tax code & law consulting, tax resolution for the IRS, FTB and BOE, financial planning, wealth management, bookkeeping, payroll, retirement planning, divorce planning and more. "We protect your assets like they're our own." We have several advantages over other firms and leverage our specialized expertise to your benefit. Our Staff is always available to answer any questions and give you the help you need. Call us today at (707)-255-8353.

Very happy with Nova Tax Consultants. My husband found them on Yelp after being extremely…read moredisappointed with the last two tax accountants. We paid much more than we have at Nova. We asked for expertise on certain issues like our children being in college and rental properties at the last two tax accountants. They were uninformed and dismissive. At Nova they got to the bottom of our questions worked with us and we're able to get the best possible tax advice. I've been so pleased with them even when we owe I know they're really looking out for us.

After becoming completely disgusted with our incompetent previous tax preparer, three years ago we…read morewere fortunate enough to discover Nova. They took a real interest in looking carefully at our financial situation to maximize anything that was applicable to us. Not only did they ask us for details about things that we wouldn't have even thought of, they offered suggestions about things that our previous preparer had not even taken into account. They knew that we were dissatisfied with our previous preparer so after they finished our first tax return with them they offered to review our previous year's tax returns for a (very) nominal fee. For the previous year we had paid, but after reviewing and taking into account everything they now knew about us they re-filed our previous year's tax return and got us a significant refund because of things that had been overlooked! We are very grateful for Nova and Tami and their expertise and caring attitude!

My husband and I hired Andrews Financial Planning to evaluate our portfolio and advise on the…read morepurchase of a second home. Kathryn listened to our wants, clarified our goals and guided us through the process. She clearly requested the information necessary to complete the task and when received, she analyzed it in a timely and efficient manner. Kathryn is an outstanding oral and written communicator, always explaining things in an easily digestible way. She has a unique ability to evaluate a complex set of circumstances and provide practical advice with a variety of options for consideration, some of which expanded our limited thinking. Kathryn was open to all of our questions and concerns and is very well-informed on all aspects of financial planning. Her many years as a transactional attorney adds to her wealth of knowledge, and, as a fiduciary, gave us great comfort that she had our best interest in mind at every stage. We feel we received excellent value, and we will certainly use her services in the future.

I have consulted with Kathryn on a variety of financial and legal issues over the years. She is a…read moremeticulous analyst, and a good listener. I trust her advice implicitly. I admire her ability to formulate a plan even when working with various stakeholders with diverse opinions and goals.

Pretty shocking how rude the customer service here is. I gave my family member a ride and waited…read more for them for them to do a transaction here and what I observed was pretty disappointing ... They changed some of their policies so they weren't able to accommodate and their handling of the matter was concerning .. All good on policies changing .. many many years ago I worked in banking I know sometimes customers crash out when there is a change .. I haven't worked a customer facing role in 10 years .. but geez delivery is everything .. my relative felt attacked and ashamed too .. maybe the staff was having an off day ? But using condescending language isn't cool

Im stuck with this branch because since they closed soscol south napa, its the only game in town…read more Walked in and got the worst treatment ever Monday afternoon. management was nowhere hiding in the back. Only 2 advisors tied up with dramatic clients. Several folks in line. Theres no obvious place to sign in or ask for an advisor. I politely asked one of them how i could check-in. THE ADVISOR while seated with some customers, IMMEDIATELY got attitude and said gruffly "well , maybe , uuhhh WHAT DO U WANT WHAT ARE YOU LOOKING FOR???" Ok i know its napa valley, but this guy dialed up the boujee, superiority, condescending , rudeness factor up to ELEVEN. I was looking for a vehicle loan, he said " we DONT do that kind of thing here, go to a credit union or something, gosh! " Asked about credit card advance, and he continued his tirade they couldnt do a cash advance on a credit card unless it was a CHASE card and basically i was scum if I didn't have one of their cards. I have an account here in good standing the last 5 years, decent credit and i will be taking that elsewhere. JP morgan and chase napa are horrible. I forgot to mention they only have one ATM outside that's always broken, jammed or empty. Inadequate and a few weekends ago every chase atm in the area. South napa atm, north napa, and st helena was wiped out and or broken. Their mgmt said SORRY people stuff junk or wrinked bills inside and jam the machine. What a mess. they should cut back on some of their execs and invest more in their branches, atms, and CUSTOMERS. Mgmt says they been asking to renovate for ten years no funds or resources available. Seriously they could cut just 1 of their execs private jet, luxury hotel trips and get it done for us common folks. But they dont care. Im going to bank elsewhere.

This place isn't helpful AT ALL and they lie straight to your face. I went in there on the 30th…read morethey asked for the most recent bank statement so I provided my statement for September because October's statement isn't out till the first and it's still two days before the end of the month. I found this confusing because they were asking for something that didn't exist. I asked to speak with the supervisor because the person helping me was clearly struggling to explain the policy but the supervisor wouldn't even come out to talk to me to explain better. By their logic they might as well close on the 30th and 31st of each month because they can't help you?!? I don't know the name of the goat tee guy with titties that helped me I believe it was Oscar but he really needs some more training and your supervisor needs to be reported for flat out ignoring a customer. If you didn't want to help me then fine say that and ask me to leave don't lie and pretend like it's policy that isn't even logical. You want to know what the reason is they wouldn't help me in the end?! It was because hey claimed I had a derogatory mark on my credit from 2006.... I have my updated credit report and check it frequently and no where does it state that I have any derogatory marks from 2006... they lie. I ask myself why would they just flat out lie don't they want business from people?! Doesn't make sense till you realize I'm a non Spanish speaking person going into a Spanish speaking business in a predominantly Hispanic area. Racism is alive and well not only between white people and other races but even between people of the same race just different backgrounds. I without a doubt feel targeted by this place and if I could report them to someone who cared I would. This business should be ashamed at the way it operates! LIAR Although they replied I stand by what I said. They lie to you and clearly they try to do it publicly by attempting to slander me with LIES. Their reply alone should deter you from going to this place.

Oscar the financial advisor that helped me was so helpful and well educated. This guy went above…read moreand beyond with his customer service and made my experience at apoyo financiero great. Definitely recommending this business.

Resa has the prefect blend of down-to-earth style and non-nonsense financial guidance. I was…read moretransitioning away from full time work to open my own creative business while my husband already had his own small business. We needed help navigating this new financial paradigm with what we feared would be a seasonal feast-or-famine rollercoaster. She taught us new habits, how to speak openly and clearly about our financial goals and worries. She was patient and caring but also held us accountable. We continue to use the tools we learned and are on our way to financial stability and freedom.

Working with Resa was one of the best (and most cost-effective) investments I've ever made. In a…read moreshort time, she helped me get a crystal-clear picture of my expenses and goals, and taught me practical, easy-to-implement methods to stay on top of both. I left our sessions with a written plan, a concrete goal in mind, and most importantly - a huge sense of relief from the clarity she gave me. What I really appreciate most about Resa is that she understood that I, like many of her clients, am already juggling a ton of professional and personal life details as it is, and made my next steps extremely doable and extremely clear. Plus, she's an absolute professional, and a delight to talk to. If you're thinking of sharpening up your budget, automating money flow, changing careers, merging finances with a partner, or planning for a big life event, Resa is 100% your go-to counselor. Highly recommended!