Stifel - Santa Rosa (CA)

Jada Calypso Brotman Despite the fact I must be one of their smaller clients, they give me excellent service. Jeremy and all the staff are exceedingly patient, helpful and kind, and having watched them turn my parents money into a generous retirement, I am confident they know what they are doing. Could not recommend higher.

Chris Went in today to look at their loan offerings. They are very competitive, friendly staff, and have some unique product offerings. Lindsay is very helpful and knowledgeable. No sales tactics, shes straight and to the point and will be honest if they can beat another rate or not if you have a competing loan offer.