Very knowledgeable and helpful! My husband and I appreciated his advice and excellent stewardship…read moreover our accounts. Sean's very easy to talk to and made us feel like we were part of the family!

From the owner: At Mason Street Wealth Management, we specialize in helping individuals and families plan for a…read moreconfident retirement and lifelong financial success. We take a holistic approach to financial planning and wealth management, ensuring your long-term goals are supported by a "solid financial foundation" and personalized strategies tailored to your unique needs. Comprehensive Retirement Planning / Personalized Financial Planning / Ongoing Wealth Management / Fiduciary-Driven Recommendations / Local, Trusted Guidance / Deep roots in the Central Valley with decades of experience helping clients achieve more secure retirements. Whether you’re entering retirement, building wealth, or transitioning life stages, we help you pursue financial peace of mind.

Mr. Dodd has been handling the funds in my mother's trust for a couple of years, and I was so…read moreimpressed with his work, he now also handles my investments and retirement planning. Mr. Dodd is very knowledgeable, and he goes above and beyond to work with you so you can achieve your desired goals. I would highly recommend!

From the owner: Financial planningread more

Ray is a pro. I found him personable and easy going. He likes to explain things in ways you can put…read moreyourself in the scenario. I was worried about retiring and did not think I could pull off my plans of early retirement successfully. Ray showed me I could and put together a plan I felt confident about. I'm working the plan and will be on the open road soon. I really like the financial tools he provides so I can make adjustments if necessary. Especially with inflation now a bigger factor. He is a good guy to help you put your ducks in a row. I am grateful that we have LTC insurance that I set up in my 30's. It is our saving grace with the inflation rider.

Worked with Brandon Linker who was super knowledgeable about how to manage extended nursing care…read morecosts for my father. He was patient, professional, and they delivered everything promised and more. I highly recommend these guys if you are faced with this situation.

Bill and his team are brilliant. , knowledgeable, professional, personable, and easy to work with…read more Hubby and I trust Bill and team 100% with our personal and business tax work as well as financial management. He and his team are quick to respond, they do stellar work, and they work with the highest of integrity. Outstanding work ethic. Responsive and available. Knowledgeable, professional, personable, thorough, and easy to work with. We've never been disappointed. Can't ever see trusting anyone else with our finances. Thank you, Bill, Michelle, Marsha, and all other team members. Roeser Accountancy is second to none. I especially appreciate that Bill's firm is privately owned and operated. I'm not fond of Fresno firms selling out to large, impersonal corporations that pretty much ensure the demise of quality of service.

I have used Roeser Accountancy Corporation for close to 30 years. It is comforting to know…read morewhatever my tax outcome may be I feel Bill and his staff genuinely have my best interest. I have never had any issues with the firm. They have always gone above and beyond my expectations. This year I had several hiccups between the IRS and my 401(k) firm. Ray with Roeser Accountancy worked very diligently and with extreme speed and precision to remedy the issues.

Panoramic Financial Advice has been a true blessing . My husband and I who work in the healthcare…read moreindustry found ourselves lost in the finance world, which to many may be a daunting experience unless it's within one's expertise. Working with Devin our financial advisor and team was the best decision we could have made for ourselves. Through our meetings and the knowledge that we've gained, we feel so much more comfortable in knowing that we are working towards our financial goals and are on the right path. Devin and Panoramic Financial Advice offer us a safe space to really put a mirror in front of our current status and be able to work forward from there without any judgement. Devin is able to provide us a thorough review and truly helps us feel like we're a team working towards our financial goals under his coaching/guidance. We never feel pressured during our discussions and personable approach just puts us at ease. We were able to learn how to maximize accounts, investments and really make our hard earned money work for us. Panoramic Financial Advice is clearly a group of people who are passionate about what they do. They provide supplemental reads/discuss our future goals/asks us to take assessments to really help them and help us be informed about what we want and what we're working towards. Im delighted to share they have excellent communication, organization, patience and security with our information. They foster a collaborative approach and truly does follow up on both tasks given and requested. Lastly, in our biannual reviews, we were able to see our great progress consistently in the past few years. Devin, helps keeps us accountable with our discussions and most importantly celebrates and shares in excitement our wins together which adds a nice personal touch to our financial journey. It's been amazing so far and I would highly recommend to others! Thank you guys. Real game changer!

It's definitely nice to know there's someone I can trust for financial guidance. They're good,…read moregenuine people and provide quality service. We've been with them for maybe 8 years now and appreciate all their help.

Wonderful counselors/financial advisors who really work hard to know you and your family. I trust…read morethem with our finances.

From the owner: The associates of Thiesen Dueker Financial Consulting Group offer Wall Street experience and…read moreopportunities from an independent, locally owned company in Fresno, CA and the surrounding areas. That means we are free to offer the investment and wealth management opportunities that are right for you, not just a menu of products someone wants to sell you. Thiesen Dueker's owners, associates and staff members live right here in California. So when you invest with Thiesen Dueker, we contribute our time and resources to the things that matter right here in the communities we serve. You've got a choice to make. And you've got great options. Visit our website or give us a call today to learn more!

Where to even begin with these guys? We approached them with some simple tax issues some time ago…read more It started out smooth, but quickly took a turn. They double charged or over charged for things that should have been included. Customer service was terrible. Worst of all, they failed to do the advantageous tax documentation that you would expect professionals to know how to do. Stay away!!

What an amazing firm! Very professional and they definitely know what they are doing. My…read moreprevious accountant had made so many mistakes I wish I come to the Garabedian group sooner. Dale & Aaron saved me thousands of dollars by taking a look at my old tax returns and finding all of the mistakes made by my previous accountant. When it comes to taxes don't mess around, get the best! Thank You!

We have had life insurance for over 7 years. So this review is long overdue. We were introduced to…read moreFred by a very good friend. We were shopping around and have previously met with another life insurance agent. What they were trying to sell us was way out of our price range so we didn't end up getting any life insurance. As we were getting our car insurance quote through our friend, she asked if we were interested in getting life insurance. We told her about how we met with someone and they were trying to pressure us in getting something we couldn't afford. She told us about Fred and that she trusted him and will help us. We were skeptical but trusted our friend. We end up meeting with Fred one evening. He met with us for a couple of hours and it was already after hours. Because of our work schedule we couldn't meet during his regular business hours. So it was great that he made time to meet with us outside of his regular hours. He explained the whole life and term to us and wanted to help us to be able to afford life insurance that way if anything happened to my family, we would be covered. We did not feel pressured at all! He said he wasn't here to upsell so he can get paid more he really wanted to help people. I genuinely feel that that was true. He was very friendly and we ended up talking about our lives and it wasn't just business. We ended up signing up for life insurance to cover my family for our future. It was so affordable that we have had it for seven years now and will continue to keep it. Fred and his assistant have kept in contact with us yearly. We get really busy so it's hard to get back to him sometimes. He would reach out by phone, email and postcards. He wants to connect every year to make sure nothing has change and if we needed to make any adjustments to our policies. This year was different. He met with us through Zoom. He was still able to explain to us the changes and policies and gave us options on our insurance if we wanted to make any changes. He continued to keep in contact by email and phone. Fred is very professional and friendly. He knows what he's doing and is definitely looking out for his clients best interest. Need a financial advisor? life Insurance? Check him out, we definitely recommend him.

Wow! My husband and I had a great experience here! We are a young couple in need of some financial…read moreguidance and direction. We had already created a budget and stared using a cash system but we felt we needed to get some advice from a professional to make sure we were heading in the right direction. First off, when we arrived, we were a little lost. The security guard came out and kindly asked if we needed help. He directed us into the building and told us where to go. The inside of the building was very nice, professional, and clean. Upon entering, we were greeted with a warm hello and welcome. We were seated and told that Clay would be right with us. A few minutes later, we were greeted again by another kind woman named Candace. She was just the sweetest. She was very warm and friendly. She took us down the hall and seated us in the office. She talked to us a little and had a very genuine, warm, and kind energy. A couple minutes later we were greeted by Clay. He was very nice and welcoming towards us. Once the meeting started, we talked a little about what we were in search of and Clay was very honest and kind about the type of client cases he handles. He then directed us to his partner Fred to best suit our needs. We met Fred and he was also very nice and welcoming. He sat with us and got to know us a little. We were able to explain our situation. Fred was very patient and very understanding. He was easy to talk to and never made us feel bad. He was very down to earth but also very professional. He took his time and truly gave us very honest advice and pointed us in the right direction. We are so grateful for our experience and we highly recommend Falcon Financial. We will definitely be returning in the future especially when our wealth grows and we are able to look into investing. We trust they will give sound advice and help us to go in the right direction. We truly appreciated everyone treating us with such warmth and kindness. It's not often you find a business/company that provides such genuine and great service as a whole. Thank you!

I couldn't ask for a better person to help me with my credit repair. I got fast results, and always…read moregot my questions answered fast. I highly recommend fresno credit repair.