Edward Jones - Financial Advisor: Jen Marshall - Novato (CA)

Tommy Ryan Lee Just trust these guys. They are good.

Angelica Klein Recently I refinanced my home with Pinnacle Home Loans. Admit that Im a tough customer but that did not deterred Guillermo Chavez from providing excellent service from beginning to end. Guillermos authentic people to people business style is consistent. He is personable, honest, and professional. He follows through, he returns phone calls within a reasonable time and is always prepared to answer those FAQs. And when the customer does not understand something, Guillermo has the right approach for explaining things with great patience and he is not satisfied until his customer is happy. He has a spirit of excellence with a heart for serving people. As for Pinnacle, I don’t have much to say at this point as the relationship is in its infancy – we are not into the first payment, so I have yet to experience their direct service but if Guillermo trusts them, I trust them. Thank you. Angelica Klein

L Killmaster We have been working with Tony for many years. He has helped us with our tax preperation, investments and retirement. Over the years we have come to trust him more and more as we have seen how his advice has played out. He always gets back to us to answer our questions and he has really helped us get a good perspective on life and what is important, which is normally beyond the scope of most financial consultants. Its always a pleasure to see him. Thank you Tony!