Wealth Enhancement Group - 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!

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

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.