We've been with Rufus and his Solano Wealth Management for over 15 years and they've helped to…read moremanage and grow our finances efficiently and to such lengths we did not expect. They are always so accessible and responsive and we appreciate knowing our portfolio is in very capable hands.

From the owner: We understand that individuals face unique challenges as they prepare for retirement. We can help…read moretake some of the mystery out of preparing for your financial future. Whether you are investing for retirement or already retired, our personalized service focuses on your financial goals and objectives.

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!

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 !!

Excellent , accurate service at excellent fees . The personnel are warm , prompt and polite .read more

Taxes done incorrectly and not completed. No one returns calls or cares about you as a customer.read more

Thank you for assisting me in getting my tax exemptions…read more My county doesn't make it easy to find the right forms to apply. Your process was easy and straight forward. Good communication and responsive.

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!

Had a last minute business meeting with colleagues who are members at this co-working space which…read moreis exceptional - a variety of meeting spaces, amenities, and membership options.

The Daily Desk is a nice place to work. I had appointments in Fairfield so I rented an office for…read morehalf the day. Their facility is professional, clean and welcoming. I am so happy that I found this place to boom. This is my go to in Fairfield. I will definitely be back. I chose a small office but they placed me in the conference room. I had trouble with the remote tv monitor. The staff were helpful and friendly. The admin at the front tried to help. She got my computer working with the remote tv but it kept disconnecting and lagged. I gave up and used the portable monitor that I brought with me. They provide snacks, which is fantastic for clients. I commuted over an hour, so the drinks and snacks came in handy. The remote tv monitor may have been user error. I will still go back and use the Daily Desk to meet clients in the area.