Edward Jones - Financial Advisor: Henry Choi, CFP® - Novato (CA)

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.

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!

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