Alpha Wealth Management and Planning - Novato (CA)

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!

Alan Bleiweiss As an independent consultant small business owner, I have relied up on Linda Panicelli at Morre & Company accountants in Novato for all my tax preparation needs since 2011. Before I was introduced to the team at Morre, I had been burned by a couple different accountants over the years, so I was initially nervous. Linda quickly put that to rest. The work Linda and her team do is beyond invaluable to me, and I am not a normal case. Because I work for myself, from home, Ive moved every couple years across California and to other states. Yet its never a problem for her. The amount of experience and knowledge she has is vast. At the end of last year, I decided it was time to settle down and buy a house. So Ive had a number of questions regarding taxes, including whether I could use funds from my SEP-IRA (where John Morre and Linda had both provided guidance and insight on its setup and related decisions) toward closing costs. So dont just think youre going to get basic run of the mill services with Linda or the Morre team. They offer much more than that, and I am truly grateful.

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.

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