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8:30AM - 5PM
601 Larkspur Landing Circle, Larkspur
Investing
“These guys are great! I had somethings to trade and they were really helpful and straightforward. The negotiation went well and I feel I got a great deal! I'm glad I went to their shop.”
“We've had a fantastic experience working with Financial Zen. As business owners with multiple income streams, taxes, and financial goals to manage, having a knowledgeable and proactive team has been invaluable.
They are responsive, organized, and take the time to explain things in a way that is easy to understand. Their guidance has given us confidence that our finances are structured appropriately and that we're making smart long-term decisions for our family and business.
If you're looking for a financial management team that is professional, thorough, and genuinely invested in their clients' success, I highly recommend Financial Zen.”
“Couldn't be more happy with my transaction with Amerinote. They were quick to respond to all my questions and helped me address issues quickly. Traci was wonderful to work with. Quick, easy exchange. Highly recommend!”
10AM - 5:30PM
302 Caledonia Street Suite 3, Sausalito
Investing
“From my first contact on the phone, to the in-person experience of selling my gold, Robin was very helpful, trustworthy, and straightforward throughout the whole process. I would definitely take items to this business again. Thank you for the great customer service!”
“We have had several financial advisors over the past 30 years. Our relationship with Brighton Jones began in 2009 and, after the first year, we transferred all of our investments to them. The big difference in them is that they have provided a comprehensive approach to our financial planning. They have given us terrific advice regarding investments (stocks, bonds and exclusive BJ products) and assistance with buying and selling several homes, including mortgage and insurance referrals. We also like that they have three independent arms which we have continuously used-investments, taxes and estate planning.”
“Laurie was exceptionally helpful and understanding and took great care of us even though we came in with a complex situation 2h before closing on December 23. She took the time to get us what we needed and contacted the right people. Incredibly grateful for her effort and care!”
“NexMetro has worked with Juniper Square for almost a year now and we have really liked the platform so far. Something that has really enhanced our experience with this product is working with Logan from the Juniper Square team. He truly cares about his clients and goes to great lengths to make sure a solution is found for every need.”
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“Mario at Fidelity in Country Mart is truly exceptional. He was incredibly welcoming, patient, and kind while helping my 80-year-old mother navigate her account—something that was not easy or quick.
He took the time to walk her through two-factor authentication step by step, calmly explaining everything in a way she could understand, and never once showed frustration. What really stood out was his genuine warmth and respect throughout the entire interaction.
In a world where customer service can often feel rushed, Mario went above and beyond. We left feeling supported, cared for, and honestly very grateful. Fidelity is lucky to have him.”