Merrill Lynch Wealth Management - Napa (CA)

Cesar Holguin Manny has been the best insurance representative that I have worked with. He helped me with my home owners insurance that other companies refused to write for me. After that he reached out to me and gave me more information on life insurance and shared the benefits to my family. I highly recommend Manuel Ramirez to everyone that needs any type of insurance.

Karen Lee cLF has gone out of their way for our clients to get them cash advances and has helped find doctors who would treat without health insurance. On several occasions, Lacie has gone out of her way to personally hand a client a check. Brett and his team are responsive and professional Thank you from our firm and clients for all you do. Karen Lee, Arnold Law Firm

Don Sardella I have received exceptional care and service since my initial conversations with Tiffany and our consequent follow up coaching discussions. I am so glad my wife and I found her, given how much value and up-to-date wisdom she brings. Tiffany is friendly, attentive and very professional. I’ve experienced Tiffany to have an ability to quickly zero in on the essence of our financial situations and then partner with us to bring real-world clarity and strategy to our much needed financial solutions. She loves what she does and she has a heart to educate and to serve – totally a win-win relationship. Tiffany is extremely current and knowledgeable in her field, respectful, honest, fair and client focused. I recommend her in a heartbeat (have actually done so to hundreds of people) – she offers a free 30 minute consult, jam packed with value. Check her out. See for yourself. We definitely look forward to continuing to work on improving our finances with Tiffany!! Thank you, Tiffany!!

Brian Wilson Great office and always prompt with replies.