Lyle & Forsyth Investment Managers - San Rafael (CA)

Crystal Romero Shavelle is amazing. She knows her stuff. I go to her for all my financial and buisness needs from my taxes to my life insurance to a roth ira to starting my business!!!. She has lots of knowledge that helped guide me into my future financial planning . Thank you so much shavelle for all you do for your community . You inspire me girl keep up the amazing work.

Ginger Varney The four (now nearly five) years that Serenity has managed my funds have been the best experience Ive ever had with a securities brokerage. Consummate professionals, Irina and Curtis still manage to treat every client as if they have all the time in the world just for you. I cannot say enough good things about these folks.

James Please be aware of the scam. This company refuses to move anyone from their calling list and outright said they will continue to do so until you give them your private information and accept their offer. Robo collars and harassment? Sounds pretty consistent with the scams working out there. There are better companies to give your business to. Steer clear of this one.

Jeremy G. I rarely leave reviews for services, but I must commend Irfan, my accountant, for his outstanding expertise and professionalism. His responses are swift and precise, making the whole experience exceptionally reliable. Irfan’s humor and ability to consistently provide sound advice have made me trust and appreciate his services deeply. I highly recommend his accounting services to everyone. Truly remarkable work!

Meredith Munger Best rates in the Valley by far.