Meritas Wealth Management, LLC - San Rafael (CA)

donald hill Delayed responses, Poor communication. Requested multiple times same documentation. Received an inaccurate property appraisal and never received a revised appraisal. Team Leader Veronica Rocha never responded to emails or voice mails. Better providers.

John Dee Wise Sr Not a good day. T hey closed my account. And insisted I open a new one. I had several deposits. Not only would they not let me access my money. They couldnt even tell me when I could. My account was hacked I guess. Had somebodys email down as mine and i never heard of the email before. So basically I was punished for my account being hacked. They treated me like I was responsible. I was quite taken back from the way they spoke to me. To top it off. NOT ONE EMAIL OR ANY NOTICE FROM GOLDEN 1. If I hadnt gone in there today I would of never known. I cant pay some of my bills now. Ive been with them for about 10 years and I was treated like a criminal. Not once we did they say sorry or seem even concerned. Im devastated and will be looking for a new bank. I would and will not recommend them to Anyone

Maryam Qudus My husband and I have been working with Dustin for a few years now and he is the best! He has really helped us figure out how to budget our money and create structure with our finances. He is very patient, organized and thorough with his work and friends of ours who also work with Dustin have said the same. Can’t recommend him enough!