Find the Best 15 Finance services in Novato, CA

Jenny Schultz We switched CPAs in 2019 and part of that switch was getting true expertise to streamline our bookkeeping. After talking with Zane, it was an easy decision to go with Protea. They are very thorough in their attention to detail, a pleasure to work with and have gone above and beyond, even with the "other" tasks that they manage for me. They really are a dream team to work with and have taken so much off of my plate. I am forever grateful for Zane and his team.

Aida Reznik Colleen at Novato brunch, have been extremely nice and very professional. We financed one car through her few months ago and at the time when we needed to do it again, we had no doubts where to go again. Colleen was quick on answering all the questions, in no time provided the best rates, connected with the dealership and obtained all the necessary documentation to complete the loan. All we had to do is ti show up to sign the paperwork. I’m recommending all my friends and family your bank and Colleen in particular!

C Gaidano The office is great, they are always receptive and helpful (even thought I can be a pain). Thanks.

L Killmaster We have been working with Tony for many years. He has helped us with our tax preperation, investments and retirement. Over the years we have come to trust him more and more as we have seen how his advice has played out. He always gets back to us to answer our questions and he has really helped us get a good perspective on life and what is important, which is normally beyond the scope of most financial consultants. Its always a pleasure to see him. Thank you Tony!

William Maricle Amazing service! Life long BofA customers switching RCU?!? Who would have thought? David Aguilar made everything so easy and clear, and he even figured out extra ways to help us out even more! Thanks, Dave!

Andrew Logan Vince at Varris got me a great rate and was extremely helpful throughout the process. Definitely happy with how my refinance went.

Marta Gomez I would not have gotten this far without Brandon’s professionalism. He identified potential issues and addressed them right away as he navigated what was going to be a bit of a tricky loan. When things looked like they might not work out, he offered up solutions at precisely the right time overcoming each hurdle as they came. I really appreciate his full attention to detail and effort to not give up so I could obtain the financing needed to improve my new home. I am closing on time and with as much money as possible and I really cannot thank him enough. Where others failed before him, he stepped up and made it happen for me. Once again, West Cal Financial for the win.

Douglas Arnold Lou and his team have recommended investments that beat the market, just as Gary consistently did when he was at the helm. The team makes everything easy for me, tracking down and figuring out all of the paperwork needed to keep my investments current to my circumstances. For these reasons I am a loyal customer still, even though I have moved to the East Coast.

ryan donovan Scott is a courteous financial advisor, who is willing to work with people who are on a fixed income. He is well informed as to where one should put their money, which will work to their advantage.

Tommy Ryan Lee Just trust these guys. They are good.

Tom Faulk The best financial advisor Ive ever had over the years!

Lake Level Surf Charters The team at 1Broker has been handling my commercial insurance needs for my business for 3 years now. It has been a pleasure working with Loran and Matt. They are professional, timely, and communicative throughout the whole process and have always answered all of my questions/been there to help with each step. They are extremely good at what they do and also easy to work with. As a small business owner, I couldnt recommend 1Broker enough. They are the only ones I trust for my insurance needs.

RUSSELL MARNE Hands down the best. I have used Paul’s services for years and can attest to the fact that he is knowledgeable, professional, and on top of all changes in the tax codes. I have referred many friends to Paul over the years and they are still my friends.

Jerry Pascoe My wife and I have worked with Tim at Valley Oak for several years now. We really appreciate his in depth knowledge and ability to explain the complexities of investments and provide valuable advice that has helped us plan well for retirement. We highly recommend Tim and his team!

Lindsay Rucker They are so friendly, quick and easy. I’ve lived in Novato all my life but spend a lot of time in San rafael but I pick this place over all the others. It’s been the same people working there, they’ve got it down.