“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 is amazing!! I have referred multiple individuals to her and they have all been incredibly happy with her service. Misti takes a personal and caring approach with each of her clients. She takes the time to really know and understand each person and their individual needs. She is amazing!“
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1905 Notre Dame Blvd Ste 210, Chico
Financial Planners
“Dan is Awesome! He took the time to work with me to outline some very sound investment strategies for my retirement plan, including discussing a few conservative approaches to diversifying my portfolio. He was able to point me in the right direction with my Roth 401k rollover, and offered valuable insights on the pros and cons of Roth 401k vs Roth IRA...both of which are very relevant to me, as I'm a self-employed business owner. I'm very impressed with how thorough Dan is in terms of taking all factors into consideration, including long term and short term considerations. I definitely recommend Dan to anyone needing a knowledgeable Financial Advisor.“
“Super friendly staff. Kevin provides great personal service and sound financial (and life) advice. Been a client of Kevin's for 25 years as I trust his honesty and integrity. Having a financial plan and the assistance he provides in getting things lined up for our family have been greatly appreciated. Not too many people in this business who really care about the "person" as opposed to the money - so, it's great to have a such a tremendous resource in our community.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners