Banc of California - Palm Springs (CA)

Christine Clayworth I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.

Bonnie Galasso This company helped me when no one else would. I have big love and much respect for these wonderful people. Thank You Lightning FInance!! You will always be a special place for me

Mari Valencia Ive been going to Lupita for my taxes since 2009. She is an amazing person and a great businesswoman, and she works very efficiently. Lupita is incredibly knowledgeable, attentive, efficient, and has excellent interpersonal skills. The entire team at this location is like family, respectful, and well-informed. I highly recommend them to anyone in need of tax services.

Masoud Rahimian Its always a pleasure to call for some assistance, everyone is always there to help.

David Mersereau Incredible servant leaders! Ariel and Adela are extremely competent and qualified to serve your needs. They were not only kind, compassionate and understanding, they were forward-thinking and knowledgable of our individual goals. Arrive financial encouraged and empowered us towards financial freedom