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8:30AM - 4:30PM
1151 Yulupa Avenue, Santa Rosa
Financial Advising
“David handled my issues (none of which were tied to him, ever,)
with grace, care and urgency. David really put our family at ease during a difficult time and I'm very pleased. Thank you so much.”
“My experience with Arrowpoint has been nothing short of exceptional. The team brings a broad scope of knowledge, prepared to handle even the most complex financial and compliance challenges. What sets them apart is their hands-on approach, taking on tedious tasks to make my life easier. Their guidance is not only clear but also remarkably insightful, giving me complete confidence that my financial future is in capable hands. They continue to be an invaluable partner, and I couldn’t be more grateful to have their support.”
“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!”
“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.”
“I've been a customer for 40 years. My mom banked with Mechanics, in Pinole. I trust them. I also appreciate that they support the local community -- where I was born -- and that they don't support wannabe kings. Thank you very much.”
9:30AM - 6:30PM
443 Dutton Avenue Suite 3, Santa Rosa
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Mark is so knowledgeable and really cares for his clients best interests. i highly recommend Mark to anyone in Sonoma or Marin county that needs a top quality Financial Advisor.Thank you Mark.”