Robert Lockhart - Raymond James - Napa (CA)

Marti B. I have worked with Brian for several years. His expertise has been invaluable to my financial journey. He has provided exceptional guidance, particularly in planning for my retirement. A few examples of where Brians guidance truly made a difference include tax planning for Roth conversions and charitable giving with a donor advised fund. After a discussion with Brian, he also gave advice and consulted with me on my individual trust. Brian provided stability for my investments during volatile COVID markets, allowing me to weather the uncertainty with peace of mind. Thanks to his guidance, Ive been able to enjoy retirement more fully and travel without having to check my accounts daily by knowing that my financial future is in capable hands. Brian is a level headed, easy to work with and very accommodating advisor. My portfolio is doing fabulous! I recommend Brian to anyone seeking a knowledgeable and reliable financial planner.

ycresp PLEASE READ BEFORE DOING Business with this company! My husband and I took out a loan from this PFA and honestly have been struggling to make payments on time (but always do catch up). On 2/24/21 a gentlemen (unknown name) called and off top was disrespectful to my husband, he called him a bad word in Spanish followed by his last name, but prior to this a couple of months ago someone text my husband and wrote "tell your wife Yvonne I said hi", wanting to provoke my husband and get him mad. When I called today 2/25/21 the first person I spoke with "Francisco" was very disrespectful to me and dismissive. When trying to explain the situation that happened yesterday between my husband and a customer services representative to FRANCISCO, he totally dismissed anything I had to say and stated to me "That is not true, Im 100% sure that, that is not true", I told him "how are you sure if you have not even reviewed the phone call", he just dismissed me. I asked how his supervisor was and he said at first it was "Jesus" and when I asked him again what his supervisors name was he said "Luis". that could of just been a miss understanding, but when I questioned him about the name he stated "see that isnt even the name I gave you so how can what youre saying be true". So after hanging up with him I call back and spoke with a "George", Gorge was not rude to be, he just listened and I had him transfer me to "Luis". When I spoke with LUIS the first words out of his mouth where "are you going to make a payment today", off top being dismissive to me, i asked him "if the other guy had explained the situation to him and he stated "yes, we have everything documented". i kinda paused hoping that he would say that they would investigate it, however I got the exact opposite. He totally dismissed me and did not care what I had to say. So I asked for his supervisors name "the person above you", he said "George Montel", i could be spelling the name wrong. I called George Montel and left a message. Hopefully i will get a call back and get this resolved. Hopefully this isnt the word ethics of everyone at that job. PLEASE RETHINK where you invest your money before signing up with them.

Stacey Landreth An excellent loan officer! Stanley was very knowledgeable of the loan process at each advancing stage. During the appraisal process, he discussed potential outcomes with me and the buyers. He was a great navigator! He was transparent and clear from beginning to end. I will refer more clients to him!

pamela fleming Adrianna and Abe were so helpful and explained the loan details and helped me find a payback plan that worked out for my situation withe interest and the loan amount I needed. Very caring, professional and knowledgeable regarding the whole loan process thank you so much.