Financial Planners in Chico

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“Kevin and the staff have been top notch from day one.. our family really needed some help to get our finances back on track and they were able to not only get us back on track but exceeded our expectations. They always were there when we had questons with answers and integrity. So always wanted to say thank you from our family.“

“Dan is a great financial advisor. He's really good at breaking down the complicated stuff into plain English, so I actually understand what’s going on with my money. Plus, he’s a whiz at tax planning and has saved me a ton. Most importantly, I trust him completely. He's the best!“

“These guys have been handling our finances for the last 8years. My portfolio has been steadily increasing. They are top notch and know their stuff. Very professional, smart, honest and trust worthy. I feel very confident that my retirement is well planned. I highly recommend this firm.“

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“Chris has always been professional and conscientious. He continues to do the right thing to accommodate his clients needs.If you ever need financial advice, Chris will help you tremendously.“

“Miste's ability to effectively support her clients financial goals is a commitment she makes for life. My childhood friend's mother worked with Miste and she was supportive through the loss of their mother and even took time to attend and help at her funeral. In a business that can be cold and confusing Miste brings a personal touch with her passion for what she does. She will work hard to make your goals become a reality and builds lasting relationships with clients that are invaluable.“

“We have had a great experience with Barret and his staff. We have enjoyed consistent returns with a portfolio designed to meet our desires and needs. Barret is always available to assist whenever we need it.“