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.
Mark Harvey Absolutely perfect service - doesnt get any better than this!
Steven the owner is extremely knowledgeable and I recommend him without hesitation!
Jorge Morales Extremely rude! I was confused at to why I was routed to them, and explained that im not sure how i got there. And the lady is all so do i process your payment or not. Sorry but I cant do business with people like this.
