Mark has been such an asset to my portfolio. I wouldn't have my money with anyone else. My family…read moresituation is very unique and mark works with us very closely and very patiently and because of his dedication, I've been able to maintain my quality of life. I am so very grateful to him for meeting our financial demands time and again. My family is very appreciative of his hard work, not just for us but for all of his clients. Mark is kind and understanding and very good at his job.He was referred to me by 2 of his clients that feel the same way. Not 1 but 2! I've never really been the trusting kind BUT I trust this man 100%. Thank you so much mark! I can never repay you for what you do for my family. Candace Freeman

I had the chance to spend some time with Mark. He's a great guy. Very knowledgeable. We talked…read moreabout starting savings for my kids college. I learned about 529's and other options available to me. I would highyl recommend Mark!

Michael and I have worked together for 10 years. He is always on top of the market,…read more is very smart, and cares that his clients have the best financial information they can. He wants them to make money and/or preserve what they have, and he's always right there to make sure that happens. I have been very happy with the work he has done for my accounts, and I highly recommend him to all of my clients. He is trustworthy and honest, traits you definitely want in your financial planner.

I've been with Michael for many years, and he's always given me great service. He's also given me…read moresome valuable advice for my sole proprietorship.

I was referred to Avior Wealth in Plano TX by a reliable source. From the very onset, I…read moreencountered issues with errors their office made. There were two serious errors within the first 90 days. First, they incorrectly invoiced me for a monthly advisory fee when it shouldve been monthly. Since they require payment by ACH, My bank account was debited for duplcate payments. It created inconvenience and time consuming efforts to correct. Next, my advisor made changes to my contributions on my Fidelity account. Due to his error, I did not receive my payroll deposit from my employer. After contacting my employer, I learned my entire payroll had been desposited into my Fidelity account. Fidelity was quick to correct my contributions but I was still left without a paycheck. I withdrew money from my retirement account to cover my bills but this has tax implications I did not need nor anticipate and all created by the financial advisor. I have since entered into a new relationship with a local Fidelity advisor. I have requested a refund of my advisory fee from Avior but have not received. Not only did they not provide the promised services, they created an abundance of inconveniece and a new tax liability next tax day. Shortly after these errors I received an email from Avior advising me the financial advisor was no longer with the company.

From the very start this company had very poor communication. This is ultimately where things…read morefailed. I patronized this company because my brother and sister in law highly recommended them and have had them file their taxes for years, sadly our one and only experience left many things left to be explained and understood. I provided them 1 email address and they couldn't even get that right. Bottom line I suggest using another organization.

I have been investing with schwab for almost 30 years. In all that time I have only needed 1 to 1…read morecontact with an advisor 3 times. All 3 were extremely helpful and satisfactory. This last time it was to make financial decisions regarding my impending retirement in a few years and putting everything in place for that time. I had several appointments with Biscain Mora. A very competent and helpful advisor. He listened to all my concerns about my current accounts and together we planned the path forward to best meet my retirement financial goals. I'm very pleased with the decisions he helped guide through. I very happy to be a schwab client. I highly recommend this financial service company.

Terrible experience. No one to provide assistance. Complete chaos. if you are paying for parking,…read moreyou'd better add at least 3 hours to the meter!

My dealing with Eric is wonderful. He helped me through a sticky tax situation. He listened to what…read moreI asked for and helped me immensely. Ed Rabara

Working with Eric Imbuelten has honestly made the transition to retirement easy. He knowledgeably…read moregot my taxes, estate planning, and investments all working together smoothly, which is what finally made it possible for me to step away from teaching at 59. Because of Eric, I have layers to my portfolio that were designed to fit my current and future needs. If you've got some savings put away and are starting to seriously look at retirement, his advice is gold--he really knows his stuff well, so the transition is less mysterious, and he is very approachable.

Jane is good at her investment's advice! I had a long term investment goal & Jane diversified my…read moreinitial investment to double in a short 3 year investment. Now this is a rather unusual & lucky circumstance; but Jane listen to my needs and listen to me and we together pick what i was comfortable with! if you do your research Jane will help you get to where you want to be.

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.

David Felte is a trusted resource for financial planning for your future. He has graduated from…read moreSonoma State in 2001 with degrees in accounting, finance and economics. He is a trusted professional and knows what is best for you, your business and your family when it comes to long term plans. David is very reliable and is always in direct communication. He helped us set up our Roth IRAs and life insurance policies to ensure an intact financial future for our family. His office is located on Bennett Valley rd. 2nd floor (which has a killer view by the way) Thank you to David and his team to help us take a step in the right direction.

I have been a Trust and Probate Realtor for 40 years. I just worked with Paladin selling a home in…read moreNovato. Christine and Lori Beth are the most competant, caring, meticulous and easy to work with Professional Fiduciaries you could possibly ask for. They go above and beyond the highest of standards for a beneficiary. They are also very nice people with a high level of compassion and empathy. I cannot say enough good things and would strongly suggest using Paladin.

My interaction with them consisted of calling one morning, and an auto-attendant offered to find…read moresomeone for me. Almost simultaneously, I received a text, from the number I called, asking if they could call me later. I replied "yes, thank you" Sometime later, the phone rang. I answered it 'Hello?' ... a woman's voice said, in a tone I interpreted as impatient, replies "you called me" ... no identifying information, just 'you called me' ... after I figured out who it must be, I asked if this was Paladin (she corrected my pronunciation of the name) and said yes. I felt Kinda awkward. But I went into my questions. Again, she sounded impatient, if not irritated that I did not know who was calling me. Long story short, I don't think we have enough funds to be of interest to Paladin. Which is fine. I don't know who they have answering phones, but that person drives away business.

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