Best Financial Advisors in Novato, CA

“So I've 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.”

“A "jewel" for sure since my returns are strong and steady; he is growing my pot of gold year after year.”

“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.”

“I had the opportunity to meet Lauri, their Marketing Manager at a Women In Business mixer that we hosted.”

“We appreciate their knowledge base and accessibility…”

“Ruth and Courtenay are the BEST!”

“Our team at Meyer & Associates, A Certified Public Accountancy understands just how challenging it can be to balance your company's day-to-day affairs and financial needs. Our experienced team of Novato CPAs is in your corner throughout the year to p...”

“At a major Wall Street firm, I became one of the first and most successful brokers nationwide to specialize in evaluating and recommending independent, fee-based investment advisors to my clients. This was my first step toward taking a more consultat...”

“We pride ourselves on the early identification of very fundamental secular trends- trends we believe will reshape industries. We have decades of investment experience in the investment trade, including tenure with the leading technology and growth-or...”

“While infrequent, a 30% or more market decline brings high anxiety and becomes a screaming headline. However, losses of this magnitude (and more) occur every year through federal and state taxes. There are several methods the government allows to min...”

“We are active managers with expertise in common stocks and real estate investment trusts for long-term capital appreciation. With our further knowledge of corporate bonds, municipal bonds and preferred stocks for investment income, we integrate marke...”

“Maxwell leverages best of breed applications in a transparent, audit-able workflow, to efficiently manage our clients finances and to provide useful, accurate reporting to our clients and their professional team.”

“I've seen Colisa a few times now and gotten great advice about being a sole proprietor and tax situations based on the changing laws.”

“Bridgewater is an amazing CPA firm, they exceeded my expectation and helped my business develop systems and processes that allowed me to move to the next level.”

“I will be going to Dave for our tax matters for as long as he will have me.”

“A highly respected, competent , knowledgeable and professional people providing valuable expertise in financial management , tax preparation, investment , and more.”

“Perotti & Carrade, and specifically Kat, have been our CPA and tax preparer for the last 5 years.”

“We initially went to an informational meeting about estate planning in American Canyon and felt we needed to have a local firm help educate us about our specific family needs.”

“Cameo helped me clarify my business mission, streamline my client experience and truly identify the items I need to work through so I can intentionally focus my efforts.”