Randall Stone has gone to bat for me time and again regarding personal financial concerns,…read morequestions, and stuff I plain did not know what to do with. Randall's trustworthy, bright, and he knows his field. Despite an incredibly busy schedule, he always made time for me, was/is consistently professional and friendly, and I never worried that I was receiving questionable advice. It helps that I know Randall is genuinely concerned about our community, especially those facing harsh struggles. That is, he's one of the good ones. I wouldn't hesitate to use him again for financial consultation should I find myself in need.

From the owner: Randall Stone Financial Planning & Real Estate works with individuals and businesses to help them…read morein selecting appropriate investments designed to meet their portfolio objectives, such as retirement and estate planning, saving for education expenses, or planning for specific needs such as real estate investments, tax deferment or tax reduction. Randall Stone specializes in options and covered calls for income investors.

This company is completely thorough and dedicated to assisting you through the nightmare of taxes!…read more We drive an hour to see them every year because it is worth it. We also appreciate that they get to know us individually so they can understand how our past, present and future may be affected by taxes--this has helped guide us in some of our financial decisions. Our money and time is well spent here due to their 30+ years of knowledge and service.

These guys have been handling our finances for the last 8years. My portfolio has been steadily…read moreincreasing. 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.

From the owner: Wealth Managementread more

We moved our account to Red Rock Financial after using several other investment managers over the…read moreyears and this office is clearly the best we have ever been with. They have good research, excellent service, and listen well.

From the owner: We are an independent firm built on the foundation of objective professional advice. The…read moreindependent advice our advisors deliver has one mandate: to always be in our client's best interest. Our unique ensemble practice is one in which our financial professionals work in a team environment. This model encourages each member to specialize in their own areas of expertise. With both male and female financial consultants ranging in ages and backgrounds, these distinct perspectives add up to a more comprehensive, nimble and proactive relationship for you.

STAY AWAY from this brokerage and all like it. They exist to rip you off. Open an account at…read moreVanguard or Fidelity or Schwab and do it yourself and keep the fees. Google "if you can" by William Bernstein and read the PDF. I just closed my account with them and got charged $135 to do so. They said it was $40 for an annual fee (which I just paid in May) and a $95 account closing fee. What a joke. Again, STAY AWAY.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. 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 education and be a tax-smart investor.

I met Ben a few years ago when I needed investment advise. He was totally knowledgeable about the…read morefinancial world. He shared with me that he has been interested in finance since a young age and has studied the markets. His degree is in business and finance. I trust Ben to advise me when it's prudent to sell or buy. I have benefited from his guidance, and I am fortunate to have found him.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. 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 education and be a tax-smart investor.

She did my taxes correctly for the most part as far as I can tell, except that I ended up paying…read moreduring a year when I hadnt made hardly any money at all. I had a problem with an accountant before her, and I hired her to help me fix the issue, which as far as the returns go she did. I also asked her to help me deal with FTB about the debt, and she basically did some procedure with them that took 6 months, before which I HIGHLIGHTED REPEATEDLY that I did not want to pay more interest, she responded that that account would be on hold and there would be no interest. Well at the end of 6 months, I ended up having to take the matter into my own hands, pay nearly 2000.00 dollars in interest. When ever I have any questins about anything I have to wait 2 weeks to a month, and our appointments never seem to resolve anything I repeatedly ended up calling FTB myself to resolve it. I am now about to pay more money for something she did and didnt take responsibility for. if you want straight forward work done, she will do a good job, but don't hire her to clean up any messes, it will end bad. I am grateful for her help, but it was AGONIZINGLY SLOW, and disappointing to have to do everything extra myself. I dont know that first thing about talking with FTB, or maneuvering their systems, and I was forced to resolve 'clean up' part of the issue my self, paying over 5000+$ for a bill that was originally 1800.00 or 2000. She made excuses that seemed legit but was really hiding behind the confusion left by the man who messed it all up in the first place (before I hired her) the extra money was over 60% interest for her mis information, and misleading me by telling me that the account would be on hold, and despite me asking and insisting if that meant NO INTEREST, AND HER SAYING YES THATS WHAT IT MEANT, I payed the interest.

Heather and her team did an outstanding job preparing our tax returns for us. I was especially…read moreimpressed with the timeliness and knowledge used to accomplish this. Quick and accurate with the most up to date changes in the tax codes that applied to our return. We have no hesitation in referring Treestar Solutions to any and all of our friends!!

My wife and I went to Embrace and met with Kim and Ariella just to get an idea of what we are doing…read moreright and/or could do better in managing our money. Kim was very welcoming and her approach was calming and allowed for us to feel comfortable asking questions. Embrace is in the Stoble Workplace so she treated us to a complimentary Stoble Coffee order. It was a really good experience. I definitely recommend to anyone that is considering looking into Wealth Management and might be intimidated taking the first step. You won't be disappointed in reaching out to Kim and Ariella. Oh, and it was the day before my birthday, and she had a birthday gift waiting for me!!

From the owner: Embrace Wealth Management empowers Women in STEM and Retirees to grow and protect wealth while…read moreminimizing lifetime taxes. Based in Chico, CA, we offer financial planning, retirement, tax, and estate strategies nationwide. Our Fiduciary CFPs provide tailored guidance. Income Analysis – Evaluate earnings and create stability. Expense Tracking – Clarify budgets and manage spending. Investment Strategy – Pursue growth and manage risk. Debt Management – Cut interest and optimize credit. Savings Goals – Target life events with proven strategies. Insurance Planning – Protect assets with tailored coverage. Retirement Planning – Enjoy tax-efficient income strategies. Tax Planning – Reduce liabilities and find deductions. Estate Planning – Preserve wealth with wills and trusts.

I've used Ken for a number of years now. He is extremely competent and on top of the market. He…read moreregularly checks in to be sure i am up to date on my investments. I can give him the highest recommendation as a financial advisor.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. 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 education and be a tax-smart investor.