Financial Advising near Corte Madera, CA

“We had some business to attend to with regard to an inherited IRA at Schwab. We went into the office at The Village in Corte Madera and were helped by Zach and Denise. We could not have asked for better service, knowledge, efficiency and good humor. These staff members are A++++++ and made what could have been a frustrating and challenging transaction simple and seamless! Thank you for a job well done!!!”

“Rick's Financial Zen program is the best one out there if you want your financial house in order! My fiancé and I went through the foundation program and really acquired the confidence for our future with Rick's help.

He's been so responsive and engaging throughout the process, introduced us to his resourceful network and setting us up for success. We really like his energy right off the bat and we are happy Financial Zen members that will stick around.”

“Thank you very much for the great support Financial is where they support us with great appreciation, big heart and do a good job. For almost 16 years I have always been a customer there and they have never failed me. They have always given me help. I totally recommend 576 Sacramento Street floor. 2 thanks Jaime and thanks pilarica montes”

“Having Citrine handle our financial plan has been an incredible investment in our family's stability, confidence, and overall happiness. We began working with Nick at Citrine about nine months ago, and in those nine months our financial wellbeing has improved dramatically. It's an incredible service and team. Highly recommend!”

“Years and years of great memories of this bank with the best service ever! Actually extraordinary! Raymond and his staff will always be the best bar ever set. The end of an era...”

“We have been working with Landon since 2019 and can’t say enough good things about him. We always leave our annual meeting feeling better. He’s supported our goals and aligned a plan that makes sense for us. We’ve also had a great experience working with Chelsea. Taxes are confusing and overwhelming and she breaks it down in a way that we can understand. Love the videos she sends us with all the details. Would highly recommend working with both of them!”

“My favorite bank ever. You feel like a valued customer every time you call them or step in the bank. Very personable, kind and professional staff. I love First Republic!”

“City National Bank was recommended to me by another attorney when I was looking for an institution to hold my IOLTA account for my law firm. The recommendation was based on the personal attention clients receive. As soon as I approached City National Bank with interest in opening a business account and a personal account, a Krystle ClarkeBarifa, the branch manager, assembled a team to meet with me personally to go over the various different account types and banking services and took the time to understand my specific needs before recommending the perfect bundle of services. The same team that onboarded me has remained with me over the two years I have been banking at City National Bank. They are personally accessible to me by email and phone and even text message. Their prompt attention and responsiveness make me feel like the folks at City National Bank really care about my banking experience, regardless of the size of my accounts. As an attorney and someone who manages client funds, this level of service provides me the confidence of knowing I'm protecting my client's interests and that I am complying with the rules of professional responsibility that apply to IOLTA accounts. I highly recommend City National Bank if you want personal attention and care and a team that is going to be by your side each step of the way. Consider yourself lucky if your accounts are serviced by Krystle ClarkBarifa and/or Dorothy Over!”

“I have no idea what SD Mayer stands for, (maybe it's some CPA!). Anyway, John Benjamin is who I dealt with re some SBA questions. He sort of did what Jimmy Stewart did in, "It's a Wonderful Life", or was it Natalie Woods' mom in some Christmas story mentioning Macys. Either way, he lined me up with answers, contacts, etc., and sent me on my way with a turnaround time of mili-seconds. Should call the company Mayer and Benjamin.”

“I'm writing this about Fidelity Investments in general, not the Montgomery St office in particular. I saw all of these bad reviews (while looking for lunch restaurants near that office) and think a corrective is important. I don't like the Montgomery St office either. The staff is under-informed and has been rude to me on multiple occasions. However, the location is not why I still have money with Fidelity. This point needs to be made. Fidelity is a very safe place to keep your money. It's very easy to trade online. Fees are among the lowest, if not the lowest, in the industry. I have accounts with other banks and brokerage houses, so I can compare. Their phone service, while imperfect, is also good compared to other brokerages. You can usually sort out problems quickly.You have to accept the weak points. Montgomery St staff are like time-share sales people: they always push hard, repeatedly, for you to invest in something that you don't want. (Before it was annuities; now it's some sort of private-investing tax-loss-harvesting scheme.) So when you meet with any of them 1-on-1, you have to be prepared for it to be 80% unwanted sales pitch. But the other 20% is often useful information.Montgomery office staff are also horrible snobs. On my last visit the guy told me in no uncertain terms how little my amount of money means to Fidelity, and how much money his important clients have. Got it. BUT he also showed me how to quickly increase the amount of interest I'm getting on my core account. I had to put up with the obnoxious snobbery, but I got something valuable from it. That's not the first time.In short, yes, the Montgomery office is awful. Going there today and maybe once again they will sneer at me because I'm not going in a suit and tie. But the Montgomery office is not Fidelity.”