Financial Advisors in Napa, CA

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2. Rich Jacobson Financial Advisor

1030 Seminary StNapa, CA 94559

(707) 224-7424
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Pathway Financial

11. Pathway Financial

BBB Rating: A+

2140 Jefferson StNapa, CA 94559

(707) 251-1042

From Business: Financial Services And Products

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Edward Jones - Financial Advisor: Bill Lockhart

12. Edward Jones - Financial Advisor: Bill Lockhart

1806 Jefferson StNapa, CA 94559

(707) 258-8539

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for educat…

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Helpful Reviews 
Porta Investment Management
Rebecca T. rated

**** Do Not Waste Your Time *******Thomas K. Porta and his wife Patrice are both rude, disrespectful and employ people, Mila in particular, that are just as rude and disrespectful as they are. These people are worse than kids you find on a kindergarten playground; this is how childish they all act. If you do not agree with them on any point they are quick to yell and insult you. This law firm was used to collect rent on my parents behalf. According to the renter (after this firm was fired) rent was paid on the 1st of every month however the money was never paid to us on time .. it was always paid after the 5th of the month and on occasion at the END of the month. All manner of excuses were given. Any documents that were asked for was met with attitude and disrespect as if my parents had no right to ask for them. It is a shame one star had to be selected because this firm and people deserve nothing! Save your money and find another law firm that will be there for you and not this poor business establishment! Do not be fooled as they are nice and "there for you" when you are first talking to them but once you employ them all manner of niceness disappears!