Attune Financial Planning - San Rafael (CA)

Emerald Malijan - ONeill very disappointed with Margret Ann Johnson the agent who was a referral to me and my husband from a very good friend of mine. After getting my husband approved. (pushy and was calling only when it was good for her) I needed some help with my own life insurance getting approved and she was very un responsive. Ive left several messages to her Main line in the Antioch office, emails, voicemails no respond from anyone. Very poor value and not professional at all. I had to go with someone else in the Benicia Primerica Office to have him help me with blood work for the approval and also helped me with my parents life insurance. Do not deal with Margret Ann Johnson and her branch in Antioch. P.S someone needs to tell her to pause sometimes when speaking instead of saying "ums".

Monica Keller Thank you Rose Murphy!! A best fit college was an excellent resource and one of the best decisions our family made to help our son navigate through the college process. We started with A Best Fit College last Summer and our Son was accepted to many colleges and will start at one of his first choices in September. We recommend A Best Fit College for your student!!

Mark Erickson Thank you Entruity Wealth for getting us headed in the right direction financially. Honesty and integrity are key elements to any relationship but even more so in the financial planning world. Brad, Andrew and the whole staff are very professional and have a true care for those they work with.