San Ramon, CA Financial Planner

I've been working with Jennifer and her team for a few months. She is down-to-earth, relatable, and accommodating. I feel very comfortable and safe to speak freely. I don ... more

Most Financial Planners are not worth a s__t. They sell the same portfolio to everyone, sit back and collect their fees. I have had six of these. Insight is the except ... more

Trustworthy. Knowledgeable. Good communication. Sound advice. Veraz Advisors take good care of my money.

I've had the pleasure of knowing Rich and his team for a couple years and the level of value they bring to their clients and the community is top notch.

James is an exceptional financial advisor who truly has gone above and beyond for me and my family. His expertise and knowledge of the industry are second to none, and he ... more

This is a great office. I love their friendly front desk staff. Every single time I'm here i feel like I'm being warmly greeted and sincerely welcomed. They have a large ... more

Secure Retirement is a secure and flexible approach to handle your investments. I trust the entire team to continue to make outstanding investment decisions during the m ... more

Wow First Review! I didn't realize how many different services there were to choose from, but holy cow!

I've worked with Rob for the past 5 years and I highly recommend him. Im not into doing the numbers myself and have always turned to him for all my financial stuff in gen ... more

Kindly place ^^

It has been such a pleasure working with David, Dustin and Sharon. They are very personable, knowledgeable, responsive and helpful. We feel very confident with them hand ... more

Great folks! Patrick Fovel has done my taxes for years and does a professional and expert job of it. Highly recommended. They also  handle my retirement investments and h ... more

I am currently in a transaction with this company and their level of professionalism is horrendous. It has been over 2 weeks since I had any update from Ben or his team ... more

The people that work here are very nice and Steve Wilcox has been very good to us.

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David White is a knowledgeable and honest broker in a business where honest usually has a lot of asterix.  Most brokers are cheerleaders for whatever will get them the be ... more

Very unprofessional about routine banking questions. Terrible customer service. Even though this is the most convenient location for me, I will not come here again

This firm was referred to us by numerous retirees, but they did not live up to anything we were promised. During the 2008 real estate downfall, this company lost us $65K ... more

I have an Uncle at Penninsula Reflections in Colma. The staff is very negligent about his daily needs. They don't and or refuse to give him sponge baths. He has had sever ... more