Bank of America Financial Center - Napa (CA)

travis siegel Very happy with Daniels help so far. Hes extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didnt know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.

Russell Austin Very professional, no smoke and mirrors, best decision Ive ever made and that was 13 yrs ago.

Bob Phillips I have been with this firm for over 35 years for personal and business income tax returns. The service has been excellent through transitions and senior partner transitions. I am now working with Sara Raby and she is terrific.

Stefani Re I switched to Savings bank of Mendocino, Lakeport recently and it’s been a breath of fresh air!! Banking there is made so easy, the online banking is so easy to use verses my prior bank. The ladies who work there are so sweet, Miranda is particular is always there when I need help!