Carson Wealth - San Rafael (CA)

Michael Kunch Love the rep. Overall good experience.

Tiffany Jenkins-Nelson I just want to say since Ive been coming here for 5 years, their customer service has been excellent! There hasnt been a time that I havent gotten the help I needed, and to me going there was like therapy! From the security at the door, the employees taking your name for waiting purposes or getting to the Windows for cashiers checks or whatever business I have need to take care of has been exceptional. All the women be dressed to kill and they are very professional. Keep up the good work! They cant please everybody because everybody dont carry themselves like me! Lol I feel like VIP when I walk in the door but thats the experience I choose.

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.

Alla Kaluzhny We have been clients of Danny Michael ever since we started exploring our retirement plans and options. It was about ten years ago, a while before Danny created his company, Satori. Satori stands for sudden enlightenment and wisdom, and Danny abundantly represents these qualities in our view. He is trustworthy, impeccable with his word, highly ethical, and experienced. He always gives sound advice, and we trust that it is in our best interest. If you are looking for a straightforward, well-qualified financial advisor and want to plan your carefree retirement, we recommend you make an appointment with Satori.

Mildred Powell LaDecie isVery kind and caring person. She wants the best for me and my family. Thank you LaDecie