Googain - Sunnyvale (CA)

Karen L. Fisher If I could give this company a zero rating I would. Working with Adam Ghinazzi has been one of the worst experiences Ive had when it comes to working with investment advisors. He never returns phone calls, still has an old contact name and e-mail attached to the accounts and has consistently ignored client instructions. His poor customer service led to a large amount of money getting misdirected and it is taking months to fix the problem. Its been extremely stressful working with him. I hope his company will do something to improve the level of service so no other client has to experience this level of frustration and of being ignored. Clients deserve better. Im a trustee and Im settling the estate for Adams client. Out of respect for all the years he worked with this client, I would expect him to be responsive to the needs of the current situation which is making sure the money is distributed properly so the heirs can receive their money.

Selenne Munoz Professional service and with many years of experience. Weve been using her services for many years now. Highly recommended. Thank you.

Terry Hanks Ron Jacobs not only cares about your financial well being, but about your personally well being as well. Never a long waiting time, calls to check on your health etc Birthday cards, and lunch birthday parties for everyone in that month. Also get togethers to talk with others and to hear from Ron himself. Debbie in the front is very helpful, cheerful and a great listener. I would not move my money from them in my lifetime. Ron explains so you understand and and gives you options on investing. He is well versed in the market and takes his time so you are also.

Laurel Mark and Dalton are the epitome of superior eminence when it comes to the “Insurance business” -in all aspects; they are always there with a smile to guide me through any questions I may have(from healthcare/life to auto and beyond), quick to respond and willing to go the extra mile for their clients without hesitation. Many of my friends and family have switched over to them after seeing the quality of service I have received first hand. We are lucky to still have an Honest family oriented insurance business to rely on here in the Central Valley- call them, they’ll show up for you too!