Burrows Jon (Jonathan Burrows) Helped us move into town with getting an account, and hope to get more to help us build a bright future here in the area.
Lindsay Rucker They are so friendly, quick and easy. I’ve lived in Novato all my life but spend a lot of time in San rafael but I pick this place over all the others. It’s been the same people working there, they’ve got it down.
Addison Lueras Megan is an incredible financial advisor - honest, extremely knowledgeable and very communicative when it comes to all things finance related. She’s very trustworthy and it’s one reason why I made the switch from my last financial advisor to her. Highly recommend- you will not be disappointed.