Ora Family Wealth - Ameriprise Financial Services, LLC - San Rafael (CA)

Julie Yabumoto Marco Scalco has been doing my taxes for a few years. He is highly professional and efficient. I appreciate how quickly he files my taxes and how quickly my tax returns come. On my visit this tax season, he gave me very good advice on my investments. He not only knows taxes, but he gives great financial planning advice. He took the time to clearly explain things to me. I would give him more than five stars if I could. I sincerely appreciate how he took extra time to explain things to me. I plan to use his great advice so I can better plan my future and be better prepared for retirement.

Sina Soleimany Poor service and communication. This occured last year, had contacted this office to set up a 401k. Got absolutely no support and despite voicmails left recieved no calls back. Suffice to say I wouldnt trust them with a penny of my money.

Lisa Swanson Working with Leslie from Miller Pacific has been a wonderful experience. Her professionalism and demeanor with working with clients on their goals is unsurpassed. She should be your first call.