Ascent Wealth Management Group, LLC - Redwood City (CA)

Neil Powell Great experience. As a business owner, our situation was more challenging. Ron Shaw did a great job finding creative options to fund our loan, and his regular follow-ups were fantastic. His team of assistants(Cheryl, Kim, etc) did what needed to be done on time, and we closed even earlier than expected. If you are looking for someone who will tell you what you can do instead of what you cant do, call Guild and ask for Ron.

Douglas Arnold Lou and his team have recommended investments that beat the market, just as Gary consistently did when he was at the helm. The team makes everything easy for me, tracking down and figuring out all of the paperwork needed to keep my investments current to my circumstances. For these reasons I am a loyal customer still, even though I have moved to the East Coast.

Johana Segura Rolanda with Sound Investments is fantastic! I met her through our women’s referral group and have been so impressed with her professionalism, responsiveness, and care. Highly recommend her for anyone needing a reliable property manager.

Sari Pill They have taken such good care of me and my money. Because of them, nothing gets forgotten or ignored. I am getting good value for my money.