Stewart Wealth Management - San Rafael (CA)

Jason Brown Beautiful campus

DIEGO PEREZ The best in town !

Sassypants Parker I love Merco! They keep me safe and up to date and are on it if any suspicious activity occurs. I have had enough suspicious activities when I was with my x for 9 years wish I had someone watching over the heart. Giggle. Its all good Thank you!

Ann Webb The Talmage branch team Cielo, Jesse,Sergio, Smeeta and Elena are the best staff I have ever dealt with in the banking industry!!!!!!!!! Not only are they the most courteous but the most helpfull with every banking needll!!!!! I have used the banking industry for 35 years for business and this group on Talmage should be used as your model for all your branches!

Kris Carrizo After researching different companies and speaking to several advisors, I decided to put my trust in Erica Zaragoza of LA Wealth Management. From the first time we spoke, I had a good feeling about her. Once I met her in person, I knew she was the one to help guide me through my finances and help me prepare for retirement. What drew me to Erica was her positive demeanor and overall kindness. She understood where I was in life and could relate, and therefore provided me with invaluable guidance. She is very responsive and always pleasant to deal with. I highly recommend Erica and advise anyone to get financial advice and prepare for retirement.