Charles Schwab - Novato (CA)

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!

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

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.

RUSSELL MARNE Hands down the best. I have used Paul’s services for years and can attest to the fact that he is knowledgeable, professional, and on top of all changes in the tax codes. I have referred many friends to Paul over the years and they are still my friends.