Having seen 3 financial advisors meeting Autumn was a joy and a privilege…read more Financial Advisor: #1 is a highly rated SF independent consultant that wanted $4k for a full life plan. I respected her but didn't want a full on $4k plan (really?) or did she respect my concern about the current market? No. I'm glad I left her because I still have my savings. #2 was a firm in downtown Berkeley who DIDN'T TELL ME they we're actually NOT independent (if you don't understand that last sentence go Google that before proceeding with any investments). #3 was a lovely women owned firm that ran the many tens of thousands of scenereros and said 'invest here.' Well, I don't want to, yet. And yes, thank you now please pay our $2k fee. Then I met Autumn. She's like an old friend who has your back, could care less about anything other than your well being, or thinking she has all the answers ... but what answers she has she's clear what apply to me and my situation. And she charges hourly (and I'm sure will quote you if you want X done). Since financial projecting is a math-guessing-game I like that I have a moderate, smart, kind, advisor who respects my concerns, watches out for me, and is fun to talk to. Plus she was referred to me by people smarter than me that I respect! There are a lot of people in finance who are full of themselves and it feels like you're going to the principal's office ... with Autumn I really feel like I'm with my really smart friend who cares about me not cooking my own a** when it comes to where I invest (and has given me GREAT advice so far).

Autumn made time to listen to my concerns about my current investments and make some concrete…read morerecommendations that I could act on. I liked that she works on an hourly basis and doesn't sell investments products or take any percentage. She was kind, very open, and transparent about what her investing orientation was. She even suggested that she might be too conservative for my style. So depending on what you needs are, I think Autumn might be just the perfect advisor.

I recently took a class offered by this company through Santa Rosa Junior College. No sales pitch,…read more fully transparent, just out to teach people a little about investing in later years . Boy, do they know their stuff, I learned so much about retirement strategies in this class. Really knowledgeable honest people.

My wife and I own a business and some real estate and want to retire in a few years. Brian and his…read moreteam met with us and quickly shifted these investments down to the key metrics to help chart a course to retire at our present lifestyle. There were no strings attached...Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk. Very impressive...plan to make them part of our professional advisors.

After experiencing Shelly's care for my needs in my retirement I realize that I can recommend…read moreShelly to anyone! Her attention to my needs is very high and articulate and I could not appreciate it more.

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.

BEWARE!!!!!!!!! This guy did business with us....paid with credit card and then cancelled the…read morepayment on the card. He took product and no payment. He stole from us...so beware if you want someone managing your money that is a thief!

From the owner: Jason L. Seale, III of American Wealth Management has been a Financial Advisor for over 30 years…read moreand is licensed (Series 7, Series 63, Series 66, and CA Insurance License #A04043), accredited (AIF- Accredited Investment Fiduciary) and certified (Certified Retirement Counselor for State and Federal Employees). Jason is providing a no-cost (without charge or obligation) review of: tax information for seniors, long term care issues, personalized reports, estate planning or trust funding, investment performance and proper allocation and portfolio review. Jason's mission is to help his clients work towards financial independence through professional advice, sound risk management, quality investment products, and personalized, efficient service.

I went in to open an account and was told Bryce would be available in 10-15 minutes. 20 minutes…read morelater I went to the front welcome counter to get an update, said they would check on it. Meanwhile another gentlemen sits next to me after 5 minutes was taken back, maybe a different transaction, but watched him walk out after he was taken care. That's when I walked out. Very poor service, pathetic really. 30 minutes of my time wasted. We will take our money elsewhere!

Have used RCU for our business and personal banking, for over 35 years. Still great local service.read more

Working with Jennifer and Jenny was a fabulous experience. They were honest and upfront about what…read moreneeded to be accomplished in order to sell our Parents house. They both have so much compassion and empathy, and were so understanding and walked us through the entire process while we were still grieving the loss of our parents. Their advice and their experience were spot on and we are so glad they agreed to work with us. I would highly recommend them to anyone buying or selling a house.

We worked with Jenny Watson to buy our dream home in Petaluma. She took the time to really…read moreunderstand and help us interrogate our vision, then compare to what was within our identified price range. She was super responsive, connected us to a great lender who we wound up working with, and explained everything in detail (often multiple times!) along the way. We really felt like she was in our corner. Could not be happier with the level of support and care she (and Jennifer, when Jenny was out) provided! Great team.

Krista was extremely helpful and knowledgeable. During our first meeting, she asked me a lot of…read morequestions and developed a plan for investing and retirement that I was comfortable with. Since then, my funds have been growing conservatively, but steadily. Also, anytime I want to talk about my investments, Krista is readily available. I have recommended Krista to a few of my friends and they are excited to be working with her. Very kind and easy to talk to regarding the sensitive issues of your savings.

From the owner: Making Sense of Investing…read more 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.

I've just started working with Katherine, but so far it's been a great experience. Not only do I…read morefeel that my investments will be handled well, but I am getting help looking at my full financial life plan. I have felt like my goals, such as home renovations, were out of reach or just a bit scary to plan for on my own. With Katherine I feel like I have a partner to help me get there. She's also provided introductions to other professionals so that I can have a team (financial, legal, tax) working together on my behalf. I never feel rushed when I'm meeting with her and there are no stupid questions. I was a little worried about working with an advisor that would lecture me on where I'm at with retirement, but Katherine is super positive and optimistic about starting from where you are at and reassuring you that you can get to where you want to be in a realistic timeframe.

I once dealt with an Edward Jones financial advisor who admonished me at the beginning of our…read moredealings that I "be nice and also that I never lie" to him. When I later asked him what fees he was charging to handle my account, he gave a nebulous, unsatisfactory politician's answer which meant nothing. He later transferred my account to a junior partner without first consulting me. I went in to meet the junior partner at his office. It was immaculate, as if no work was ever accomplished there, it was just for show. A framed picture of his family and a calender next to his can of pens were the only items on his desk. His office looked to me as nothing more than fake window dressing. He said "It's very good to see you again, John!" I had never before met him in person. I asked the junior partner how much he was charging me for fees on my retirement account, to which he replied "5%". It was obvious that my previous advisor was charging the same but did not want me to know it. This is way too high, abusively high. So I rolled the account over to a discount broker without first consulting the junior partner. He left me a panicked message on my answering machine to which I never responded.

Yelp Review…read more Jackie Cuneo at Exception Lending is a gem to connect with--even before any formal business is done, she treats you with care and respect. Her advice is incredibly professional yet warm, and it gave me real clarity during a stressful home financing journey. If you're looking for someone who listens and truly supports your long-term goals, Jackie is that person. I'm excited to continue this path with her. -- Rohit Behera

Working with Jackie has been an absolute pleasure from start to finish. As a first-time homebuyer,…read moreI had a lot of questions and uncertainties, but Jackie was incredibly patient, informative, and extremely knowledgeable throughout the entire process. She took the time to explain everything in clear, understandable terms and always made sure I felt comfortable and confident with each decision. What really stood out was her ability to break down complex mortgage details and guide me through each step without ever making me feel rushed or overwhelmed. Jackie's calm and professional approach turned what could have been a stressful experience into a smooth and even enjoyable one. When I was looking into buying a second property, there was no question in my mind about who to turn to. Jackie continued to be just as responsive, insightful, and supportive as she was the first time around. It's clear she genuinely cares about her clients and wants the best outcome for them. I can't recommend Jackie enough to anyone in need of a trustworthy, experienced mortgage broker who goes above and beyond.