Raymond James Financial Services - Sunnyvale (CA)

Sparky Tahuna Marlene has been doing our taxes for the last 7 years and has always done a great job. I believe I get the most return possible and have never been disappointed with the outcome. I have made calls to her throughout the year with questions, sometimes not even directly related to my tax return and she has always graciously given me information on the laws or how that may or may not affect my taxes at the end of the year. I would recommend her services to anyone.

VinosGirl 94 This place is amazing the staff helps you out and make sure you do not leave with any questions unanswered theyre efficient and they are quick it take me and 35 minutes to complete my transaction thank you so much oportun

Scott Moe We have been working with Mission Street Wealth for several years now. Gary has been receptive, empathetic, and a responsive to all our questions and concerns. We debated a long time if working with a financial advisor was a worthwhile investment for us. Im so happy we decided to move forward. I would highly recommend Mission Street Wealth for financial advisement, wealth planning, and considering your future estate decisions. Garys decades of experience and genuine caring manner has been key to our confidence in planning our familys future.

Emerald Malijan - ONeill very disappointed with Margret Ann Johnson the agent who was a referral to me and my husband from a very good friend of mine. After getting my husband approved. (pushy and was calling only when it was good for her) I needed some help with my own life insurance getting approved and she was very un responsive. Ive left several messages to her Main line in the Antioch office, emails, voicemails no respond from anyone. Very poor value and not professional at all. I had to go with someone else in the Benicia Primerica Office to have him help me with blood work for the approval and also helped me with my parents life insurance. Do not deal with Margret Ann Johnson and her branch in Antioch. P.S someone needs to tell her to pause sometimes when speaking instead of saying "ums".