Burdell Properties - Novato (CA)

Colin Hallatt I called to inquire about exchanging money and got hung up on twice

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

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.

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!

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.