Encore Wealth Management - Santa Rosa (CA)

Emily Lin Love this bank! The staff is always incredibly helpful, friendly, and professional. They take care of what I need right away and always ask if there’s anything else they can help with. Security personnel are always friendly too. Staff always confirms the amount I’m requesting, counts it out for me, and offers an envelope and receipt. Even though there’s an ATM, I prefer going in to get that professional and friendly experience. There is usually no wait when I go. The longest I’ve waited was

Kristy Keusch Been going to jim for years. The number one downfall of owning rental properties is tax season. But Jim never fails us. It helps to know we have a trusted tax guy on our side. I absolutely refer any and everybody I know to him ~Keusch family

Sylvia Anguiano I am very appreciative of the professional service provided by Marbella. She has always been attentive, accurate, and helpful with my banking needs. I especially appreciate her discretion when discussing my account requests.