I recently was a victim of a hit and run accident, and learned the hard way the lack of quality…read moreGeico provided. Everything had to be done through their app and their dedicated repair shops, or else it would be a hassle. The Geico repair shop did a mediocre job, and I could not call anyone with all my questions since I was always routed to a string of operators. I switched to State Farm because I heard of the quality of service they offer, and all for a reasonable price. When I spoke with a State Farm rep, Trevor (now my agent), I learned a lot about all the coverage my previous insurance lacked. No one ever broke down the basics of car insurance to me before, and Trevor explained everything clearly and in simple terms. He was also very honest, giving me a lot of pros/cons of why people would select certain types of coverage. I basically knew what I wanted after my accident, but he still took the time to give reasons to potentially select higher or lower coverages in different areas. I am happy I made the switch, and feel more at peace with my current coverage, and I also know I always have someone trustworthy to call if any incidents come up.

Shere, Garret, and Angie have been amazing providing quick and quality service to my parents and my…read morefamily for the past 20+ years. They really do treat you like family and make sure you're taken care of. You definitely will not be disappointed!

Rebekah and her team have been wonderful to work with. We found her after our previous insurer…read moredropped our homeowners policy and are grateful to be working with someone that genuinely makes you feel like a valued client. She is very proactive at communicating regarding changes or anything that may be happening in the industry that could concern her clients. She and her team are super responsive to requests and policy questions. I would highly recommend working with her.

Rebekah has been incredible to work with over the years. She is very knowledgeable and 10/10…read morecustomer service. Her and her team are always responsive, attentive and you always feel like a valued customer. My family and I are moving out of state and we needed to get a renters policy in another state. She has been available for numerous calls helping us transition our policies but also to be a sounding board for me to ask my questions . That attentiveness is purely due to her respect and appreciation for her current and past clients. Highly recommend!

I am a realtor in Marin County and asked David Stompe to quote me a policy for a new home in…read moreNovato. He proceeded to try to sell me substandard coverage for the remodeled home and said that in order to get Farmer's to insure the home I would need to drop my current Geico policy for auto and take on a new Farmer's auto policy. The quote on the that policy was twice as much as the Geico policy. I refused that. He then proceeded to ignore my request to increase the coverage per square foot of replacement cost on my home and said that the CA Fair Plan would take care of that. That plan is a bare bones plan that does NOT cover rebuilding costs to today's market. This is the worst experience I have had with an insurance agent in Marin and I could not recommend this unethical agent to any of my clients in Marin. Buyer beware for shopping for hazard insurance in today's market!

David has consistently made our life easier and found us the best deals for our business. On top of…read morethat his communication is respectful and timely. If your looking for some insurance he's your man.

She is HORRIBLE, left out important details on my policy and they tried to over charge me $545…read morewtf?? Never sent me papers I asked, so I cancelled after a few days because it's garbage!!!

When we moved to Marin from the city in 2013, I decided it would be better to choose an insurance…read moreagent closer to our new home. We had State Farm in San Francisco, so naturally, we looked at switching to a local State Farm agent. Unfortunately, the State Farm agent we met was somewhat unprofessional and didn't seem to be interested in our business whatsoever, so we decided to shop around. I went to Allstate's website to get a quote, and because they had great rates available, I took their suggestion and signed up with Ms. Crockett's office. The signup process was quite easy, but from that point forward, my interaction with her office has been anything but. Over the last two years, I've had questions at various times about our policy, and I would estimate that I've sent Ms. Crockett's office at least half a dozen emails and left at least as many voicemail messages (several to her office staff, and two to her directly). In that time, only one of these voicemails has been returned. All other times, I have had to call the general Allstate customer service number to get questions answered about my policy. Granted, I've been able to get the answers eventually, but what's the point of having a physical insurance agent if you can't ever speak to them? The only reason that I've stuck with Ms. Crockett's office is because Allstate rates were very competitive. However, when I was informed of my policy renewal two months ago, the rates increased by almost $70 per month. When I called her office to ask about the rate increase, the gentleman said it was because they are automatically using a higher estimate for yearly miles driven. (This, by the way, is the only time I've ever actually gotten to speak with someone at the office.) When I told him that we haven't increased yearly miles driven, he said he needed to send me forms to fill out to prove it. That was two months ago. I still haven't received any forms, my policy just renewed at the much higher rate, and I'm tired of dealing with her office. While I realize that the rate increase is no fault of Ms. Crockett, she and her staff have been terrible at customer communication throughout the life of my policy, and I would definitely not recommend her to anyone.

Lisa & Cailin could not have been more responsive or helpful. They held our hand through the whole…read moreloan process & made it as painless as possible. I was impressed by their thorough communication & their drive to get things done. I will be recommending them to everyone I know!

Absolutely the worst escrow agent I have ever used. Fidelity's staff and practices are the worst…read more Stacy P. handled our transaction and from all we could surmise, this was her first. At one point in the process she asked the mortgage lender to define "closing." She clearly needs further training on the house buying process. Her missteps caused a lot on undue stress fr everyone involved. The worst part is that Fidelity and Stacy waited until the last minute to spring a title insurance charge of $1,900 for buyer's (not lenders title insurance for which they charged me $532) title insurance. She did not include this in the estimates and never mentioned it until the end when it was too late to drop it - at least according to Stacy. This insurance is totally optional and I did not want it but because we were so late in the process and Stacy said that we would have to go back to the lenders and the sellers, I accepted it to get the deal done. This practice by Fidelity is totally underhanded and is the reason why we have the Consumer Financial Protection Board.

Due to recent changes at Vanguard, I was forced to find a new home for some of my accounts…read more Fidelity' seemed like the best option so off we went to Larkspur to get the ball rolling. We arrived at the appointed time and were take back to a private office after a few minute wait. Staff were friendly and helpful, getting our account opening and transfer paperwork submitted. Hopefully everything goes forward smoothly. They offer many wealth management services and their website it easy to navigate and filled with useful tools (like a bond searching engine). They also have a nice refreshments area for guests.

Because recent life changes have forced me to deal with a number of different financial firms, I…read morecan make informed comparisons. The service my family received at the Larkspur office of Fidelity stands out for its kindness and efficiency. I would like to particularly commend Gustavo Sanchez for his skillful handling of the transfer and retitling of accounts. When other firms clung to arcane and obsolete procedures (I'm looking at you, Columbia Threadneedle, with your insistence on Medallion Signature Guarantees), Gustavo unerringly completed and submitted their paperwork as well. At a difficult time, the people in this office were extraordinarily helpful.

She is excellent. She is low-tech, but VERY up to date on tax laws, including investments and…read morerental properties. She has a strong personality but is well organized and is very reliable. She does not suffer fools well, so if you're flakey, prone to drama, have an inflated sense of your own identity or think you know the current tax code better than she does, you won't have a good experience. I think she is great.

I just ran across my old review here and I am shocked to see Susan B putting a 5 start review as…read morerecently as last year. I must admit my original review was a little bit of a lie because it wasn't my personal return I experienced this with but my clients return. Everything else was true about the situation - I just didn't want to write all the details because I didn't want her to be able to trace this back to me. But enough time has gone by so I wanted to come back and strengthen my review.... For credibility sake - I am ranked as one of the top financial advisors in the country by Forbes Magazine. I have 20 years in my industry and have always been ranked top in my industry. I have dealt with many tax preparers and many different types of client tax situations. I am also personally trained to do tax returns. So I speak from a lot of experience when I say - please understand this tax preparer is not okay. I have run into many weak tax preparers over the years...often they are mom and pop shops. But she stands out as one of the worst.

A- Didn't provide prices up-front, or at all really till I…read moreasked, which I found very unprofessional. B- Comes across as smug and arrogant, likes to hear himself talk. Brings up political topics for no reason. Unsolicited career advice too.. meant well I guess, but not exactly a guru. C- With that said, hey he's competent at his actual work of accounting.

Bob is amazing. I lost my husband unexpectedly, no finances in order. My husband had handled all…read moreour finances for the 35 years we were married, so I was so lost when I had to figure it all out. Such a mess! Bob has been our accountant for about 15 years. The help he supplied when I needed it most was priceless, and he charged such a reasonable rate. He has always had my families best interest at heart and has become one of my most trusted financial advisors. And he has worked magic with my taxes. I couldn't be more grateful. Thank you Bob