Charles Schwab - Napa (CA)

Felipe Very friendly customer services and very accommodating staff that will help you with just about everything you ask if them.

Matt Renner Anne has been a rock-solid advisor to our family for decades. On taxes and real estate matters, she shares her experience and ensures we get the best outcomes possible. A sincere and detail-oriented practice, we have had no issues and have always felt taken care of.

Marcos Rodriguez Our financial advisor is Dani ODonnell and it is evident why she has won Bakersfields Best the past couple of years. She assists us with both our personal and business financials and was a key part during our recent transition related to a business acquisition. From our first meeting with Dani, she has demonstrated extensive knowledge, clear communication, and a genuine want to do what is in our best interest as her clients based on our goals. We highly recommend her services. Thank you, Dani.

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.