Sausalito, CA Financial Services

Jeff and I have been working together for about 6 months. Jeff re-structured my rather complex portfolio, which previously existed in 3 different brokerage houses, into o ... more

Chase is the biggest funder of the fossill fuel industry. This is unacceptable. Chase Bank has the power to make a difference. It must end its complicity to climate destr ... more

This photo was taken in December 2000. The building still has the same elegant exterior design today.

Jim's experience and understanding is exactly what should be expected of an advisor. He will focus on your needs and goals, and then implement a plan based on your risk ... more

The machines are Not at the Bus Stop or anything pictured. It's inside the CVS store. You're looking at the back wall.

Prompt, friendly, reliable assistance. It's such a challenge these days to locate an available car, let alone get a fair price and timely delivery. Let Cartelligent work ... more

I have been working with Allen to file my returns for many years now and have always had a great experience. He is very helpful and also super timely! (Especially in year ... more

This photo was taken in December 2000. The building still has the same elegant exterior design today.

Highly Recommend

Excellent company and you will not find better for your financial needs. I now am able to sleep at night knowing I have the best people with the best philosophy.

This place has a Car Cleaning services. I'm a regular customer for cleaning service, not for gas. They have time for car cleaning until 7PM. Unfortunately, employees are ... more

These atms are out of order

I've had Michael do my taxes for at least 8 years after a glowing recommendation from a longtime client. He is super responsive (like within 30 minutes - every time), ... more

Very friendly, professional service and always helpful with any problems or needs. The Sausalito branch is one of the best run banks in my experience. Money is good and ... more

Paula Marie Bruce has been our tax preparer for years, we offer the highest recommendation for her services! We were in a 'tax mess' when we first came to her, had been ... more

A great place to drink coffee and have a snack, the hostess personally served. Fast and very nice for the price.

Straight up guy and fun to work with.

Great customer service, nice people. Thank you !

A lack of customer service . And Timely follow through and completion of jobs as promised.

This firm, David Haas, lied to me a few times and lost several critical documents, David Haas flat out neglected to file our tax return when he was supposed to, forcing ... more

Excellent customer service. If theres a problem with my account, they call me personally and asked me if thats what I wanted to do