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“Sound financial advice from an educated, patient advisor who has proven himself many times over during the 13 years he has handled our families money. I highly recommend him.”
“I absolutely love this bank and the people in it. I have never had better service in my life. Hands down, "The Ritz Carlton" of the banking industry. Holds your heads up high!”
“Taxes: Anyone that lives in the Santa Rosa, CA area and is looking to claim Tax Trader Status, declare Mark-to-Market, etc... If you have searched then you know how few tax preparers know about, or even want to help a day trader with his/her taxes. He's a really nice guy too. You should schedule a meeting with him today!”
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1151 Yulupa Ave, Santa Rosa
Financial Advising
“I cannot begin to express my appreciation to Mark. His knowledge and expertise is extremely helpful. He communicates in such a manner to make understanding easy. If I didn't understand the concept one way he just rewraps the idea in a different way until I understand. (He would make a great teacher.) His interest in me and my needs is genuine. His office and staff are very pleasant and welcoming. Absolutely a 5 star experience.”
“I've just started working with Katherine, but so far it's been a great experience. Not only do I feel that my investments will be handled well, but I am getting help looking at my full financial life plan. I have felt like my goals, such as home renovations, were out of reach or just a bit scary to plan for on my own. With Katherine I feel like I have a partner to help me get there. She's also provided introductions to other professionals so that I can have a team (financial, legal, tax) working together on my behalf. I never feel rushed when I'm meeting with her and there are no stupid questions. I was a little worried about working with an advisor that would lecture me on where I'm at with retirement, but Katherine is super positive and optimistic about starting from where you are at and reassuring you that you can get to where you want to be in a realistic timeframe.”
“I have enjoyed working with Eric. He is knowledgeable and helpful and caring and listens to my particular needs and goals. I highly recommend him to anyone looking for asdistance with their investment needs. He's great!!”
“Zack Swad has been our financial advisor for more than 4 years. Over that time he has provided excellent advice for investing our retirement portfolio to make it last as long as we do! Earlier this year, he talked us off the ledge when we were very concerned about the impact of election uncertainties on our investments. He did this by providing us with an updated analysis and projections on our accounts under various scenarios. After reviewing the analysis with Zack and an associate, we decided to stay the course and were glad we did. We highly recommend Zack. In addition to his financial and investment creds, he is personably and friendly.”
“Chris went out of his way to provide us with the best possible loan. He helped us through the entire process and was able to find creative solutions to any roadblocks we encountered. Through the process he and Patti were incredibly kind, patient and communicative. I could not recommend Chris more if you are in need of a home loan.”
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“Brent and his whole team at Summit Funding truly went above and beyond to support my husband and I as we navigated this insane market as first-time homebuyers. It, literally, took almost TWO YEARS before we finally had an offer accepted!! The Summit team were incredibly patient and never pressured us or made us feel bad for requesting, yet another, pre-approval letter.Once we FINALLY had an offer accepted, the funding process was incredibly smooth, organized, and quick! Brent was quick to answer every single text, email and phone call we sent . All of our questions were answered thoroughly and thoughtfully. Brent went out of his way to ensure that we understood all of our options so that we could make informed decisions. We genuinely felt like he had our best interests in mind.Working with Summit was truly the easiest part of our whole home buying experience! I truly cannot recommend them highly enough!”