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!

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.

Terry Hughes has been an absolute pleasure to work with and he made the experience of buying a home…read moremuch easier than I ever imagined. He understood exactly what we wanted and worked with our budget to make the impossible possible. I can't rave enough about him, he is a wonderful person and will never pressure anyone into making the wrong decision about buying a home. He understands that it is one of the most important choices a person can make and is completely trustworthy throughout the whole process. I would recommend him to a buyer or a seller because he knows how to get the best possible scenario for everyone involved. He helped us negotiate with the seller until we reached a perfect compromise and we were both happy with the deal. After having been in the housing market for a year looking for a home, I wish I had found him sooner because I truly feel he is a miracle worker!

Terry what's funny is in your original response you claimed you've never done business with me …read more... All the sudden you remember wow makes your lies more believable to others !

I have been to many different companies over the years to get my taxes done and this was by far my…read morebest experience (and I've had other good experiences with companies.) Everyone was kind and took the time to really explain my specific situation and adjustments I might want to make in the future. I am not dreading tax season next year.

Gino Fortis and his staff are simply the best. Do yourself a favor and use Fortis…read more Regarding tax preparation, Fortis is far better than H&R Block and the others. He doesn't just ask canned questions, but goes deeper and finds exemptions and credits the others don't find. He knows the Federal and State tax codes and even was able to file taxes for another state. In addition to the superior technical ability, Gino Fortis and all his staff have always given the best customer service. Dealing with them is a pleasure. And that is saying something considering taxes are so unpleasant.

Robert is great, he listens well and spends the needed amount of time to discuss investment…read moreoptions. However, he is no longer with Edward Jones. He is currently the CEO of Align Financial. He's still here in Napa and if you search his name the new contact information will be available to you.

My mother and I moved from San Francisco to Napa and didn't know anyone here. After losing money…read morein her investments in the recession she was in a difficult situation financially. We were so fortunate to find Robert Lockhart at Edward Jones. He worked with us personally which I've never had that experience with a advisor before. He found a way to fix her investments. Most financial planners will set up your account but not watch over it but he personally contacts you when he sees a problem in the market when a change is needed. He is highly knowledgeable and trustworthy taking a personal interest in your situation. He has given my mother peace of mind over her over finances to live without constant worry. I can't recommend him enough to everyone !!

I worked with Charlene over a decade ago with tax prep and since she has guided me through several…read morefinancial decisions in my adult life. After experiencing divorce she helped set me up for success with paying off all debt, cars, and essentially having enough savings to purchase a home comfortably on my own (within a year, might I add). I would recommend her to anyone and everyone!

I have been utilizing Charlene's knowledge and skills for many years and in various areas! She has…read morehelped me identify how to utilize & manage my money to make the best investment decisions as well as prioritize those decisions. She helped me buy my first home, buy my first car, and start my first business! All in that order :) I truly value her advice and constantly text/email asking for her opinion on my investment decisions! She is always willing to lend an open ear/push you in the most profitable directions! If you need someone to just help you guide your thoughts, Charlene is the one you should call!

I cannot express how much Bookkeeping and More has significantly improved our financial management…read moreover the years. Their expertise, combined with excellent communication, accurate financial and tax reporting and enhanced data security makes them a valuable partner to any business. I highly recommend them to anyone looking for a reliable and professional bookkeeping service.

Teri has been doing our taxes for five years and is absolutely amazing!! Her team is responsive and…read morehelpful - the process of getting our taxes done is so convenient and comprehensive!! I recommend Teri to everyone I know, particularly self employed folks (like both my husband and I are!), as Teri is able to give us so much peace of mind with the work she does.