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!

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!

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.

We hired Robert to represent us in an off-market sale of a house in Santa Rosa. We had lived there…read moreas renters for some time and had already agreed on a price with the owner. We brought Robert on as our lawyer to guide us through the entire sale and escrow process. Robert answered all of our questions, coordinated with the other attorney and the title company, and made sure we paid attention to important details, such as the fire readiness survey. The escrow closed this week, and we're extremely happy with the guidance and oversight he provided throughout the process.

Great guy very knowledgeable... knows his stuff any one looking for a great Attorny call Robert…read moremade life so much easier taking the stress away from the situation

Easy to deal with, quick to get an appointment and gave us a good price. Happy to recommend.read more

Great experience working with Kevin. He's a pro. - No question about it. He's also congenial. Nice…read moreguy. Very fair. Highly recommend this business.

My wife and myself have been investing with Encore, Dave Brown for 30+ years now. Always had great…read moreservice, good feed back to any questions we had on investments. We would meet periodically to go over our accounts and make any changes that Dave felt was necessary to further our interests. He has always come across as being professional and very informed on various investment choices. Thanks to his guidance on our investments we are financially able to enjoy our retirement years. Thanks Dave to you and your staff.

My company has been doing business with Encore Wealth Management and specifically David Brown, for…read moreat least 15 years, managing our 401K program and helping direct our employees choices. He has been handling my personal portfolio for at least the last 10 and I've found him to be well informed and extremely helpful. He listened to the concerns of myself and my wife and offered his opinions and suggestions.

Today, July 8, 2025, at 10:40 A.M., I made a small deposit of $50 into my DDA account using a $100…read morebill. I requested to receive a $50 bill in return. The teller, Hector, was unprofessional and rude. He insisted that I wanted to "break" the bill. I was confused; I didn't want to break the bill--I simply wanted to make a deposit and receive a $50 bill back as change. He gave me two $50 bills instead and said, "Now you want to deposit a $50." It seemed like he was having a bad morning--he looked upset and as if the world owed him something. With 22 years of experience in both commercial and retail banking, I found it surprising to learn that making a deposit with less cash is referred to as "breaking the bill." I had intended to bring my business to them as a private client, but after this experience, I've decided against it. But the teller, Hector, does not care. It feels like Hector prioritizes being right in his interactions with clients over providing good service. I hope senior management reviews this situation and considers coaching their staff on customer service.

I have multiple accounts with Chase and am a long time customer of many many years. I don't…read morenormally go to this branch, but did not receive a very warm welcome. The teller one booth over was quite friendly with her customer, but my teller certainly wasn't. She was curt, unfriendly, and I felt like she thought I was a "trouble" customer. I was making a cash deposit. She took the money, then peered and peered at the computer. Then she looked down her nose at me, stating there was a "notation" on my account. i was ready to take my cash back and leave, but she had already put it in a drawer....geesh! I wasn't giving her stolen money! We got the "notation" straightened out after she consulted with a supervisor. Feeling very uncomfortable I couldn't wait to get out of there, and I won't be back. I'll return to my "home" branch where I'm warmly greeted by name, with a smile, and thanked for stopping in.

I am moved to leave a review after reading the previous review. I had heard this too (that there…read morewas a high minimum investment), so perhaps it used to be their policy. However I asked last week about this, and was told there is no minimum investment. Every person I have met in the office is kind, knowledgeable, and a pleasure to deal with. Their business practices and commitment to investing in sustainability and employee happiness are a breath of fresh air in an industry you would assume would be just about money.

Ken is extremely knowledgeable, profesional, and honest advisor. Is was a pleasure speaking with…read morehim.

My wife and I just finished a financial plan project with Ken Perine and it couldn't have gone…read morebetter. Ken is empathetic, calm, smart, trustworthy, and a good listener; and we plan on using him for many year to come. His insights, advice, and financial models were very helpful as we consider our financial future.

Thank you Andrea! I was so scared. I was so lost. You made me feel so much better by walking…read morethrough each step and explaining things. You made it easy to give you all my files and information. I felt like you genuinely enjoyed helping me understand what was going on :) I'm already feeling better about next year with you :)

We were very fortunate to have found Andrea this year following the retirement of our previous tax…read moreprep person. Andrea is a consummate professional starting with her website, the secure storage of documents, her responsiveness, fair pricing, delivery of the returns and quality of the work done. Andrea is a pure joy to work with. We should be so fortunate to have others like her in our lives. My wife and I couldn't recommend her highly enough...and I did plenty of due diligence to find her.

Just had the pleasure of being assisted by Heather in the Loan Servicing Department - I suffered a…read moretotal loss recently on a vehicle and Heather made the process easy, exuded empathy and stuck with me from start to finish to ensure that my issue was resolved and that I felt supported in the resolution. Thank you so much, Heather, for affirming my pride in being a Redwood Credit Union member.

17 people ahead of me on line. Happens a lot with long lines. My husband who has mobility issues…read morecan't come in anymore because it takes to long need all booths manned to help customers