Merrill Investment & Retirement Financial Center - Novato (CA)

Lake Level Surf Charters The team at 1Broker has been handling my commercial insurance needs for my business for 3 years now. It has been a pleasure working with Loran and Matt. They are professional, timely, and communicative throughout the whole process and have always answered all of my questions/been there to help with each step. They are extremely good at what they do and also easy to work with. As a small business owner, I couldnt recommend 1Broker enough. They are the only ones I trust for my insurance needs.

Douglas Arnold Lou and his team have recommended investments that beat the market, just as Gary consistently did when he was at the helm. The team makes everything easy for me, tracking down and figuring out all of the paperwork needed to keep my investments current to my circumstances. For these reasons I am a loyal customer still, even though I have moved to the East Coast.

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!

Janine Oswalt I recently had the pleasure of working with Brandon. From the moment we met, I could sense his dedication to making a positive impact on the lives of others. What sets Brandon apart is not only his extensive knowledge of financial matters but also his genuine and family-oriented approach. His commitment to educating children about financial literacy is truly commendable, and it reflects his understanding of the importance of instilling these skills from an early age. This speaks volumes about his dedication to building a financially empowered future generation. Brandons friendly and approachable demeanor creates a comfortable environment for learning. His presence is reassuring, making complex financial concepts accessible and easy to understand. He goes above and beyond to ensure his clients feel supported and informed. If you are seeking a knowledgeable, friendly, and family-oriented financial consultant who genuinely cares about your financial well-being, Brandon is the expert to turn to. I highly recommend his services for anyone looking to navigate their financial journey with confidence and empowerment.