Gregory Nikolaieff - Financial Advisor, Ameriprise Financial Services, LLC - Novato (CA)

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

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!

Lindsay Rucker They are so friendly, quick and easy. I’ve lived in Novato all my life but spend a lot of time in San rafael but I pick this place over all the others. It’s been the same people working there, they’ve got it down.