My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Liz was great. She was very thorough and knowledgeable…read more Really got to know my specific situation and needs. She came up with a really great long term strategy for me. Made me feel very reassured and confident. I would definitely recommend her.

We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

Everyone I met at Peak Finacial was pleasant and very professional. Every aspect of my…read morecomprehensive retirement income plan was presented in easy to understand terms with graphs and computer screens. After every meeting my Wife and I fully understood what was being presented and why. Every question was answered fully along with all pros and cons considered before we made any decisions. There was never any pressure to make a commitment and I felt, if I had the inclination, I could have walked away at any time with a free retirement plan in hand. I did a lot of research online, on the radio, read books, and took classes from other fiduciaries. Peak financial is a top notch company. I hold Mr. Jim Files in the highest regard, he is a man of integrity and a professional.

My experience is good and I'm in the process of deciding it's a lot of information. I just received…read moremy binder and I have a lot to look at. They are very kind and respectful and have taken a lot of time with me.

We had a virtual meeting with James scheduled. When he did not show up after ten minutes past our…read moremeeting time, I called and was told he had run over his time with another client but would sign onto our meeting right away. At 15 minutes late, I ended the meeting on our end and called to let them know, a courtesy that we were not extended. No one called to tell us that James would be late or would need to reschedule, and his administrative assistant confirmed that our meeting was on the calendar for the correct date and time. Things happen, and that is understandable. What is not understandable or acceptable is leaving a client hanging.

From the owner: Retirement is a once-in-a-lifetime milestone, demanding precise planning from the start. Unsure…read morewhere to begin? If you have worries about financial stability, tax regulations, healthcare expenses, and market fluctuations, the path forward can seem daunting. At Bright Lake, we understand these challenges and focus on guiding individuals through the intricacies of retirement planning.

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Fidelity Office in Roseville - not good customer service experience. My wife and I went into…read moreFidelity Office in Roseville to move funds from an IRA into a cd in December 2025. The female employee that helped us was watching when I logged on to their computer and saw my password. So we needed to switch to another employee and change our password. We set-up 2 cd's and we always ask questions like: interest rate, length of cd, confirm non-callable, and if the cd pays interest monthly or at the end of the term. So the $80K cd we choose paid monthly however the maturity date was different monthly then the date the cd started. CD began on December 17, 2025 - so intuitively you would think on January 17, 2026 we would receive the first interest payment. That was not the case the first interest payment was not until February 1, 2026. This should have been communicated when we choose the cd.

Staff was very helpful and friendly. I like the free treats in the lobby. The gentleman at the…read morefront desk was nice and made an appointment for me. And I felt the gentleman who assisted me with my account was honest and kind.

Started with this company many years ago, truthful, straight forward and really listens to YOUR…read moreopinion. Never pressured into buying anything, always concern this my comfort level. Careful planning has made my IRA and personal accounts growing at a consistent rate without placing accounts in jeopardy of huge swings in value. Even in "bad" time it wasn't so bad. Much better choice for me as I actually have a real person to talk with instead of new advisor roulette from other firms.

I've enjoyed (for the most part) managing my own money since about 1983 when I joined AAII - a…read morefinancial educational organization. However, I met with Hanson & McClain in the early 2000s and again in about 2014 and was/am clearly impressed with their advice, fiduciary responsibility, and concern. In fact, should I become incapacitated in some way and am no longer competent to manage our retirement IRAs, my wife has clear instructions to turn the whole thing over to H&M (now Allworth). One of the best pieces of advice that I've ever received was a tidbit about something called "airtime" that they mentioned on their radio show. (Been listening off and on since the mid-1990s.)

I've worked at several financial services firms prior to joining Lilani Wealth Management, and the…read moreprincipal advisor and firm is simply bar none. When Rashida mentioned that she expected "white glove" and world class service, I was thinking, doesn't everyone say that? What I really appreciated was that she genuinely meant it: when I first started, she would review my work carefully and provide constructive feedback: making suggestions as to how I could have handled something, but also asking me for my feedback. I engage with clients on a regular basis and it's clear that our clientele enjoy working with her because they not only trust her but they also really like her. She has high expectations for herself and for those who work with her. And it shows.

Rashida and her team are top notch. She is a pleasure to work with. She is friendly, prompt,…read morethorough, very knowledgeable and highly trustworthy. She knows her craft. I highly recommend her to anyone. She is an absolute professional.

Safeco/liberty mutual. Do not honor your policy…read more agents are rude and make up excuses to deny your claim. delayed water mitigation on my home for 6 weeks since atmospheric river of 2/9/24. More rain coming. Get a new policy quickly.

I was looking to buy some life insurance, transfer my IRA, get a 401k for my company and pretty…read moremuch start planning my retirement for the future. Basically all that stuff you're supposed to do when you're ready to become an adult. Am I truly ready to become an adult? I don't know but like they say it's always better to start earlier then later. After talking with some colleagues and friends to find out who they used as their financial planner, Garrett Vanneman came up a few times so I thought I'd give them a call. I'm really happy with my decision of choosing a smaller firm instead of one of the larger companies. I work directly with Garrett, who grew up in Roseville. He's also a Certified Financial Planner, which I've read takes passing a very difficult test to get the certification. He took the time to listen to my goals and checked out my financial situation and was able to help me set up the correct life insurance policies and an IRA. One thing I really liked was Garrett was able to find me a less expensive insurance through my professional work organization then he was able to find on his own. And instead of pressuring me to buy one of his insurances, he told me the other would be a better deal. So I really appreciate his honesty and that he is looking out for me. Other things I really like about their office is they are really easy to get a hold of and they always call me back or email me right away whenever I have any questions. The front office staff of Nicole and Linda are very friendly and always eager to help. Overall, if you're looking for a financial planning service or a company to help with your 401k, I would recommend Vanneman Financial Group for honest advice and great customer service.

Dan has been very great to work with. He explained everything well and we trust him fully. He makes…read morehimself available to answer any questions we have. 100% recommend!

Danny is very easy to work with and always available with any questions I have! He helped me…read morethrough the process and explained everything in detail! I would highly recommend him to help you with any financial questions and needs you have!!