BAXTER - Tracy (CA)

Tom Roach Avoid investments here. Terrible communication, poor guidance, and carelessness.

Wyatt Covich Noel and his Team did a great job helping us get our house! This is the 2nd time we’ve worked with them and they are always accessible and bend over backward to make sure you get what you want! They are experienced and on top of everything! They make the home buying process easy. We will definitely use him again in the future, whether it be for refinance or buying another home.

Ryan Hofstar Good place

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.

mariam rashid Matthews financial & Insurance solutions guided me through the financial crisis that may occur after retirement and help me in maximizing my social security benefits after retirement. I do recommend friends and family who are thinking about retiring soon!