Meredith Harris

Director, Client Services

meredith.harris@ceterafs.com

Contact

nicholas.casagrande@ceterafs.com

Office: 415.480.3669

Toll-Free: 855.240.6606

22 BATTERY STREET

SUITE 401

SAN FRANCISCO, CA 94111

San Francisco

22 Battery Street

Suite 401

San Francisco, CA 94111

Corte Madera

233 Tamalpais Dr.

Suite 200

Corte Madera, CA 94925

Office: 855.240.6606

Ukiah

207 West Stephenson

Ukiah, CA 95482

Office: 855.240.6606

Willits

675 South Main Street

Willits, CA 95490

Office: 855.240.6606

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NC Financial Group; awarded Gold in categories Accounting Firm 2025, 2026, Financial Advisor (2024, 2025, 2026), and Tax Prep (2025, 2026). The Best of Lake and Mendocino presented by Bicoastal Media is a vote-based contest for individuals and businesses that serve Lake County, CA, and Mendocino County, CA. Nominations are provided by the community and after the nomination period is completed, the names of nominated businesses in each of the categories are finalized and make up the official Best of Lake and Mendocino voting ballot. The audience can then vote on one choice in each category. Voters are allowed to nominate without limits and once the voting period has begun, one vote per category per 24-hour period is allowed. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Meredith Harris

Director, Client Services

415.480.0018

meredith.harris@ceterafs.com