Golden State Wealth Management - Santa Rosa (CA)

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.

Barbara Caldwell Laura inherited my account which was a small 401k that just needed a place to stay. She was as courteous and efficient as anyone could want, and treated me with the respect of a much larger client. I would reccomend Laura to the hesitant investor. Her knowledgable and willingness to share it are invaluable.

Vinny Pici I have used Professional Taxes services for 11 years now and would give Neil and his team a strong recommendation. They are very knowledgeable and respond very quickly to questions. I am not only a customer for my taxes but also for financial planning. If you are looking for a great CPA, who understands your needs, you do not need to look any further, Neil is the right person. Vinny

Johana Segura Rolanda with Sound Investments is fantastic! I met her through our women’s referral group and have been so impressed with her professionalism, responsiveness, and care. Highly recommend her for anyone needing a reliable property manager.