Financial Planners in Chico

““

“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!“

“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.“

“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.“

“I recently had the pleasure of working with Benson Wealth Management, and I can confidently say that their service is exemplary. They take the time to understand unique financial situations, goals, and concerns and construct a plan that is best for you.“

““

“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.“

“Neither my wife nor I write reviews. It's not that we don't have both good and bad experiences out there, but rather that we're both 75 years old and don't think to write them. However, our five-year relationship with Miste and her assistant Melanie have changed that for us and we are now feeling compelled to spread the word to as many people as possible—they simply do not miss a beat. We are so grateful to both of them for financially relaxing us and allowing us to maximize the enjoyment of our retirement years.“