Choreo Advisors - Petaluma (CA)

Sina Soleimany Poor service and communication. This occured last year, had contacted this office to set up a 401k. Got absolutely no support and despite voicmails left recieved no calls back. Suffice to say I wouldnt trust them with a penny of my money.

Jeannette Witten Im an attorney in Carmel, California and have on numerous occasions hired Clark Savage on behalf of our business and estate clients to assist with business valuations, evaluate and make recommendations on partial interest values and in relation to tax and estate planning. Clark has also stepped in and worked directly with the IRS on behalf of clients in complex appeal matters. Clark is professional, personable and is consistent in providing excellence in his work. He is also recognized by the courts in various valuation and tax matters as an an expert. Jeannette Witten, Esq.

Ryan Hofstar Good place

Kalia Mitchell-Silbaugh I can’t speak highly enough of the customer service I have received from the staff at the Monterey Fidelity branch. They have been readily available to help me with a variety of requests and have consistently gone above and beyond to provide expedited service. They are kind, helpful, patient, and welcoming. I particularly want to thank Aaron for spending over 45 minutes on the phone with me to answer all of my questions and support with document verification - he stayed on the phone with me until he was sure my request was fully resolved and that I had all the information I needed, and followed up to provide me with additional resources.

Joseph Sagaser Honest knowledgeable patient cares about her customers and directions to the best best options and best choices she can be trusted with what she says A1 advisor as well as a one-person