Seacrest Wealth Management - Novato (CA)

Bonnie Galasso This company helped me when no one else would. I have big love and much respect for these wonderful people. Thank You Lightning FInance!! You will always be a special place for me

Julie Bergmann I highly recommend Beacon Point Advisors for financial planning and management. Debra Curry is the definition of a professional, compassionate and educated advisor. Her constant follow up is incredibly helpful in navigating current financial changes not only in markets but in my own personal situation. She is very supportive and provides excellent service and advice at all times with great responsiveness. I have also worked closely with Tamara who is incredible at follow up and follow through as well. Working with Debra, Tamara and all of the caring and knowledgeable staff at Beacon Point Advisors has provided me with peace of mind money cant buy. They have also assisted my family during some challenging times and were always right there providing caring and knowledgeable support. Thank you Debra and all of the staff!

Rocky Love Dave is amazing he’s literally a tax whiz. Dave makes complicated Tax situation’s so simple to understand, and the team is a 10 out of 10. I highly recommend!!!!!! Thanks Dave for always being professional and providing excellent service.

Jason Santos To Mike B, please remove your review of my business. You have posted a review that does not pertain to my business. JPS Financial Services, Inc. does not provide home loans of any kind. JPS Financial Services, Inc. provides investment advice for individuals and small companies. JPS Financial Services, Inc. has never offered or originated loans of any kind.