Vertex Wealth Management - Sunnyvale (CA)

David Clark These people are awesome! Very helpful and friendly.

Brian Wilson Great office and always prompt with replies.

Elevate Wellness Tawni is a true dream maker. She provides the guidance, analysis and framework to take your vision and make it into a reality. Being an entrepreneur of a small business can feel scary but Tawni provides the deep level of confidence by creating attainable goals and the steps to get you there. I owe much of my success to the work we have done together. - Melinda Choy, LAc, CEO Elevate Wellness Center

Rebecca Caldwell Tara and her team were incredible to work with. She made the loan process simple and streamlined. Any questions we had were answered promptly and thoroughly and she was so on top of locking in interest rates at just the right time to help us save. Thanks, Tara!