Rasonsky Financial Services - San Rafael (CA)

Judy Mendes Professional and knowledgeable about our business and tax issues.

Michael Meighan Rosalyn was great help today. My sister was close to being scammed over the weekend and we had to move some funds fast, Rosalyn made room in her busy schedule to help her set up a new account and advised her of options to consider to make her funds last through retirement…. I will defiantly consider using Rosalyn once I’m able transfer my retirement account. Sincerely Michael Meighan

Heather Barron Mina had amazing customer service, she helped me cash a check, got it loaded onto a card instantly. She was super nice, understanding and courteous. I will definitely be back to cash any other checks I may have in the future.

Leo Jenkins One of the things I have learned in life is that it is important to get advice and equally important to know when you should get advice. I wish I had known that when I was younger and I was making fairly good money. In retrospect I would gladly spend a thousand or two for financial advice that would have returned many thousands over the years that lay ahead of me. David Jenkins, my son, has shown me the wisdom I so lacked when I it should have been a crucial part of my younger days and life. I highly recommend spending a few minutes with him to avoid the cost of neglecting what may be the most important factor in your and your family’s future. He has been raised with the values of Honesty, Integrity and doing the right thing even if it cost him some benefits and has gained much knowledge and experience over the past 20 some years. He also has the wisdom to use that knowledge and experience prudently.