Sonoma Financial & Insurance Services - Santa Rosa (CA)

SK We wanted a financial advisor who would put our interests first and went with Sridhar as he came highly recommended by a family friend. He is very knowledgable and started off with discussing our financial situation and goals with us to create a personalized plan for us. Setting up meetings with him is very easy and we discuss any topics we have on our agenda for that meeting. We have had a wonderful experience working with Sridhar and we highly recommend him to anyone who is looking for a financial advisor who would act in their best interests.

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.