Lopes Financial Services - Santa Rosa (CA)

Dondi Ceaser Customer service was top notch and made everything easy and fast, that’s really appreciated.

Jada Calypso Brotman Despite the fact I must be one of their smaller clients, they give me excellent service. Jeremy and all the staff are exceedingly patient, helpful and kind, and having watched them turn my parents money into a generous retirement, I am confident they know what they are doing. Could not recommend higher.

Sandy King A five+ star rating..a good challenge deciding on what I needed..but I understood after some time..a really good experience with my agent Raven Alexander and Bob Rachman..they knew what they doing..very professional very kind and had sense of humors..I was very comfortable working with them..

Robert M Working with Zareh and the team at Oliria Financial has been such a great experience. I was honestly a little overwhelmed trying to figure out the next steps with my finances but Zareh made everything super easy to understand. He’s sharp, and really takes the time to break things down in a way that makes sense. You can tell he genuinely cares, which is rare. I left our first meeting feeling more confident and clear than I had in a long time. If you’re looking for someone solid to guide you I recommend reaching out to him.