Embarcadero Financial Group - San Francisco (CA)

Travis Clarke Went to Lake Tahoe Community College with the Sonoma State Womens Soccer team to play a game. The coach and AD greeted us at the door of the Phys Ed building and were great hosts. The campus looks beautiful and is set among giant trees and it looks like new dorms are in the middle of being built. What a cool place to go to college for a few years!

Jeff Wagner We have been working with the Liberty Group and the financial advisor team for fifteen years. Our advisor is truly invested in developing a strategy and a long-range plan that meets our goals. David, Matt, and the team have the expertise and experience to help navigate the volatility of today’s markets. Matt advised us on our cross-country move two years ago, encouraged us, gave us the right guidance, and set up the appropriate account for our real estate transactions. We are currently working on tax diversification plan. We have also used the Trust and Tax services of Hollander & Hollander and have been quite pleased with the resources and outcomes.

Rafael Gomez This was my first time applying for a personal loan and Stephanie was nothing, but amazing! She made all the terms and conditions clear and answered all of my questions. She even took the time to explain how can I get to my goal of buying a house one day and how to work on my credit. Definitely recommend this company and Stephanie Schafer.