Deborah Freeman - Thrivent - Redwood City (CA)

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.

Prinklepreet Kaur I was here for picking up a load around midnight, everyone was so helpful, polite , nice and well spoken . These people really made my day .

Tim Gannon Love the people here. Excellent advisors and helpful staff.

George Leavell Robert was fast, professional and found us great loan options at very good rates. I was a little anxious about the loan application process. Robert was there to reassure us and explained everything. He made the process much much less complex and intimidating. Roberts support staff also treated us very well. I have referred many to Robert and will continue to do so! He helped us buy our dream home! Every time we see his signs around town, my wife and I smile! Good professionals are GREAT to find! Robert is a great professional!