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9:30 AM - 4:00 PM
3 Tunstead Ave, San Anselmo
Investing
“My transaction on January 25, 2024 could not have been more pleasant. I had gold that needed testing for value and purity with the aim of swapping for Gold Eagle coins. Robin accomplished both with her knowledge and professionalism. I was in and out in less than an hour, walking away one satisfied customer. Highly recommended.”
“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!”
“Trying to open a Schwab account for global travel has been almost 3 weeks of confusion. Endless calls to Customer Service filled with friendly people but conflicting advice and long delays in results. This local office has been most helpful. Special shoutout to Kaylen for walking us through the final questions.”
“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!!!”
8AM - 5PM
165 N Redwood Dr #100, San Rafael
Investing
“Anthony is the best. I have been working with him for years now and could not recommend him enough! When I started, I knew very little about finance and to be honest my brain would shut down whenever the subject came up. I was wary of dealing with it at all. But I knew I needed to. I'm so glad I found Anthony and team. Anthony met me where I was at, and has always treated me with kindness, patience and professionalism. He approached things by focusing on my overall life goals for myself and family, and then worked with me to develop a plan to achieve those goals. All along the way he has helped me navigate life insurance, retirement, and investment accounts. He gives and explains his recommendations while also leaving space for my personal preferences (for example, for how conservative or aggressive to be with investment). I am in such a better place than where I began. Thank you Anthony!”
“Been using Doug von Qualen for years. No complaints, good, solid advice and no wild long shot recommendations. Wish the commissions were less but the advice makes up for them!”
“I'm a real estate broker with 13 years experience dealing with buyers and sellers in the San Francisco Bay Area. An agent brought an offer to my seller that was pre-approved with Nicole with Sterling Bank. From our first conversation confirming the creditworthiness of her borrower to the closing I found Nicole to be informative and a very good communicator. The loan closed on time and with absolutely no problems. I highly recommend NIcole and Sterling Bank for you mortgage needs.”
“Personnel are great...it's just that HORRIBLE "music" that we are forced to endure while waiting on the phone. It is an insult to customers...perhaps a variety of light classical music, or, even better, total silence! We can manage the wait time by humming our own tune, if needed.”
“Michael Castro has been my advisor for a few years now. Mike always treats me with respect and I trust him - which is incredibly important. I recently spoke to Mike about moving my money from him into a piece of property — he didn’t try to persuade me into doing what HE thought was best for my money - he educated me and answered my questions — and I appreciate that. He’s genuine and puts the needs of his clients first.”
“(Translated by Google) A great place to have a coffee and a bite to eat, the hostess personally served. Fast and very nice for the price.✊☝️??(Original)Отличное место выпить кофе и перекусить, хозяйка лично обслуживала. Быстро и очень приятно по цене.✊☝️??”
9:30 AM - 4:00 PM
525 Miller Ave, Mill Valley
Investing
9:00 AM - 5:00 PM
600 Las Gallinas Ave, San Rafael
Investing
9:30 AM - 4:00 PM
1203 4th St, San Rafael
Investing
“Wellls Fargo has been so sensitive and helpful to me during the pandemic. I called the 800 number-stated my problem-the rep really listened & helped me. thank you!”
8AM - 5PM
1101 Fifth Ave #160, San Rafael
Investing
“I had used 3 different financial advisors over the prior 30 years and while the returns were fair, the planning and review was poor, but the administrative support was superb. Whenever I needed something these former advisors were right on it. 5 years ago I met Gage Hauser, a partner at Hutchinson Capital. I liked his philosophy and he was easy to talk to. I own a bookkeeping company and we started working with one of Gage's elderly clients to track their finances. The level of care & support that he gave them not just as clients, but as people was truly moving. I finally came to the realization that I had been accepting mediocrity from my past advisors and made the switch to Gage & Hutchinson. We started with some very in depth planning for what our goals are, what our current holdings are, risk tolerance etc. Gage and team came back with our probability for success in reaching our goals. He provided a holistic overview with recommendations on everything in our financial picture, not just our investments. He included my wife in conversations, and has even spoken with my young adult children to help them along. He and his team maintain regular contact with me about opportunities for both my business and my family to save more and take advantages of changes in tax and other laws that even my CPA didn't notify me of. If you are looking for a team that doesn't just look at you as a paycheck I would HIGHLY recommend you reach out to Gage and his team at Hutchinson Capital!”
9:00 AM - 5:00 PM
800 Redwood Hwy, Mill Valley
Investing
“I love going to this bank ! It's right next to my job Nekter ! So it is so convenient! Every time I go into this location I'm greeted with a warm welcome. The staff is so eager to help you with all your banking needs .”
8:00 AM - 5:00 PM
770 Tamalpais Dr Ste 220 & 320, Corte Madera
Investing
9AM - 5PM
2350 Kerner Blvd #370, San Rafael
Investing
8:30AM - 3PM
1300 Grant Ave Suite 101, Novato
Investing
8AM - 4:30PM
18 E Blithedale Ave Suite 15, Mill Valley
Investing
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Investing
“Edgar De Luna provided outstanding service. Efficient, knowledgeable and personal. He's the "go to" guy there for sure. Great work, Edgar! Know that it's appreciated.”