North Bay Wealth Management - Petaluma (CA)

Mihir Meghani Great service from staff here. If you need to deposit checks, the counter staff are fast. There is an area to sit & watch the news. They provide complimentary self serve coffee, tea, hot chocolate, water & sodas. You can also use 2 computers to check your Schwab account.

ashley tagaloa HIGHLY RECOMMEND! Fred has helped me from no credit to great credit in less than a year! I told him my goal was to build my credit so I can get my very first car. He did exactly what he said he was going to do to help me achieve my goals. Very straightforward with his business, he knows exactly what hes doing in order to help you with your credit/goals. Also, very trustworthy and will go out of his way to help you with your vision. I highly recommend working with Fred, because he will see your vision and make it 10x more better for you! It wasnt easy, but with Fred and after seeing the results, its definitely worth it. THANKS FRED :) - Ashley Tagaloa