Find top-rated Service Providers

Find Top-Rated Lagunitas Financial Advisors

There are 10 top-rated financial advisors in your area and 238 to avoid.

After 20 years, it's now free to join.

  • More than 10 Million Verified Reviews
  • Nationwide Coverage
  • Trusted Ratings
Join Angie's List Now To see all 10 highly rated companies in Lagunitas

Explore Our Solution Center for Helpful Financial Advisor Articles

Go to the article: 

How To Rent an Apartment with Bad Credit

Go to the article: 

5 Steps to Improve Your Credit Score

Go to the article: 

Weigh Your Options for Financing Your Medical Care


Recent Finance Advising Reviews in Lagunitas

  • A
    Vacation Ownership Consultants
    My family and I could not have been more satisfied (let alone relief) with what Vacation Ownership Consultant has done for us. As expected, we were skeptical, concerned, and overwhelmed by what to expect when committing to this service after what we went through with signing up for a timeshare in the first place. Wendy and her team helped us overcame these reservations and provided us with realistic results. Along the way, they updated us monthly and were responsive every time we had a question. They got us out of our timeshare FREE AND CLEAR in about 9 months. It was like a huge weight off our shoulders when we received the call from Wendy. Thank you Wendy, Ray and the rest of VOC team! We will recommend you to anyone.
    - Gordon F.
  • A
    Upper Left Wealth Management
    Randy was very straightforward and quickly grasped what I needed. I asked him about financial guidance and he was able to explain what I needed to do in a way that was easy to understand and implement. Will follow his advice.
    - Pat L.
  • A
    Quickest Cash Advance and Payday Loans
    We Offer Car Title loans/ Vehicle Title Loans in Ottawa Ontario including Nepean, Barhaven, Kanata for people with Bad Credit ? No Credit ? Bankruptcy ? No Job ? call us at 613-699-0011/ 613-274-7363, car title loans ottawa no credit check, car title finance company ottawa, car title loans online ottawa.
    - Parvasi R.
  • A
    Get Cheque cashing s
    Cash advance loans in Ottawa from Eazy Cash When you need extra cash to get you through, our cash advance loans in Ottawa are easier than borrowing from a friend, and with Eazy Cash you are truly in safe hands. Every day is payday at Eazy Cash, where you can count on us to help you with whatever life throws your way. When you visit Eazy Cash for a short-term loan, you get the cash you need right away. Any time you are faced with unexpected expenses, we are there to help you with the fast cash and friendly service you deserve. Once you receive your loan, you have the comfort of knowing that it is short-term loan that is to be repaid with a small fee in a few weeks without any further obligations.
    - Parvasi R.
  • A
    Burnell Financial
    Dwayne is extremely knowledgable and patient. Understanding whole life policies can be complex with all the tax ramifications, long term growth projections, and flexibility. But he really helped me understand how I would benefit and how they fit into an overall financial plan. Then he helped me set up two policies a few years ago. I read both of his books: A Path to Financial Peace of Mind and Financial Independence in the 21st Century and they also helped me round out my understanding of the role of life insurance in financial planning. I think of Dwayne as an advisor and I speak with him on a regular basis to get updated on the performance of my policies and to have him answer the inevitable questions that come up. He's always available and walks me through things in as much detail as I want.
    - Lincoln H.
  • A
    Perfect Balance Bookkeeping
    Mary was incredibly helpful to me and my business. As a small business owner I wanted peace of mind that I'm booking things correctly in Quickbooks. Her expert knowledge of Quickbooks Online helped me to get my books cleaned up and establish workflows going forward to keep it that way. Mary is someone who just gets things done. After years of chasing my accountants or tax advisers it was a breath of fresh air to work with someone who is no nonsense, let's get this done attitude. Would definitely work with her again in the future!
    - Travis C.
  • A
    Your Estate Sale Team
    Mary J and her team were a lifesaver to me! I had to get my relative's house cleared out to sell it. The house was packed with excess stuff,filthy, had been vacated for over 2 years, and was an awful mess. I live far away, didn't have time to do a conventional estate sale, and didn't know what to do. I stood in the living room and cried. That morning Mary J came over to look at the house and gave me the reassurance I needed, "Don't worry. We will take care of it for you." She is honest, professional, flexible, reliable and a pleasant person to work with. She really knows her stuff, has a lot of resources, and gets things done when she says she will.  She overcomes obstacles. She is excellent at communicating about what is going on. I could not have been more pleased with the results and recommend her heartily!
    - SUZANNE A.
  • A
    Kathleen Nemetz, Certified Financial Planner(TM) Professional
    I asked my tax professional who he would recommend to guide me with investing my money and he highly recommended his financial advisor, Kathleen Nemetz. Kathleen has done an excellent job. She has invested my money so that I get a great income every month at the same time my investments grow. Even with the ups and downs with the market, I have total confidence in what she does and would recommend her to anyone. Before I made an appointment with her, I talked with other investment professionals and hands down, I know I made the right decision. She stays in touch with me and explains what my options are and if I don't understand something, she's very patient with explaining until I do understand. Kathleen really knows her stuff!
    - A. G.
  • A
    ARC Capital
    Regina Williams And ARC Capital Are The Big Winners! Congratulations! Actually, I should say Congratulations to Myself for finding Regina Williams and ARC Capital because they have Saved My Life! If it were Not for Regina Williams's email asking me if I still need their help, then perhaps I would still be looking and searching for another Hard Money Lender and Yes, they are Not that easy to find. Furthermore, I had a Very Bad Experience With Westar Lending Group out in Tarzana, California and because this company which included BRADLEY HUGHES Had LIED To Me ON Paper So Many Times and Never Offered Me A Legitimate, Honest Loan, I had to go out there and get a Second Opinion and that is where ARC Capital Came Into Play! Regina Williams is Honest and does Not have time to play games and/or stall my Loan to get me an answer. She works fast and diligent and Gets The Job Done Only Right! If Regina Williams feels that You are Not Qualified For Any Of Her Loan Programs, then she will let You know within one (1) week; instead of within one (1) month like Westar Lending Group did to ME! I can Not commend Regina Williams and more than Highly Recommend Her to anyone seeking Out a Hard Money Loan and/or a Regular Loan because her Work, Job Performance and Integrity are Above The Clouds and are Second None To Only The Best! Thank you Regina Williams for all of Your Help and Assistance in Getting Me This Hard Money Loan for my home. Sincerely yours, Howard Paul Shore, Customer And Client, Executive Writer For Google And Other Social Media Websites /HPS
    - HOWARD S.
  • A
    Barrington Financial Advisors
    We communicate back and forth fairly often. They are a very proactive investment firm and I've been using their services for over a decade. They are constantly on the lookout for investment opportunities on my behalf and they do a great job of keeping track of my personal financial investments. I don't have time to do the real investment research so I rely on them for recommendations on opportunities. They are very good at keeping me updated on any issues that need to be dealt with. And if you are considering them, they have very competitive pricing! I would certainly recommend them to anyone!
    - Frank O.
Join Angie's List to view provider's name.

Financial Advisors in Lagunitas

Companies below are listed in alphabetical order.

To view top rated service providers along with reviews & ratings, JOIN ANGIE'S LIST NOW!