Flournoy Wealth Management - San Jose (CA)

Art Preusser After many years of banking with big institutions, I switched to RCU when they opened a branch in Lake County, where I live. I have their credit card, re-fied two auto loans with them and free checking. Its been a year and a half since I switched and I could not be happier with the service, unbeatable rates, the terms and the trust they have shown me. Also, a super-friendly staff that have the authority to actually help me instead of referring me to call 1-800-I-hate-my-bank-offshore-call-center, and a sparkling clean facility.

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.

Jeremy G. I rarely leave reviews for services, but I must commend Irfan, my accountant, for his outstanding expertise and professionalism. His responses are swift and precise, making the whole experience exceptionally reliable. Irfan’s humor and ability to consistently provide sound advice have made me trust and appreciate his services deeply. I highly recommend his accounting services to everyone. Truly remarkable work!