Stocks, Mutual Funds, retirement funds, IRAs, good God there's lots to know. If you put money…read moretoward retirement, can you also put money toward your spouses retirement ? What are my responsibilities to my employees if I set up a retirement fund for myself ? Well, these folks know. During trying financial times they've stayed the course, calmly taken my panicked calls and to set limits and boundaries so my money is safe. I started really saving for retirement later in life and these folks have been the guidance I need.

Miste and Steve continue to amaze! The person care they put into each of their clients is beyond…read morewhat is required. They care not only about my money, but about me as a person. Yes they are phenomenal at growing my retirement, but they also make sure I am living my best life! Throughout this process they have become more than my business manager- I am proud to call them friends.

Great meeting with Ryan discussing ideas moving forward after a big life change. I had a good plan…read morebut was delighted to get more ideas and options along with several introductions. Nothing like peace of mind. What the folks are saying in reviews about Ryan's likeability: they are 100% correct. Pleasure to meet with him. Recommend for anyone at any stage in life for help in figuring out things that are often way too complex.

Ryan handles all of our 401k accounts for the business. The…read moreplatform is very easy to use for changing contributions and even the allocation of the investments. He is always a fast response to an email or phone call away with any questions.

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

I am so impressed with the owner, Rob, who takes the time to listen and offer excellent investment…read moreadvice.

Rob and his staff are very professional with their service and advice. They have handled our…read moreaccounts for over 10 years.

Janet and her office assistant, Cameo, continually give my wife and I the best financial guidance…read moreand aid in filling taxes that I have ever experienced! I trust them implicitly!

From the owner: Certified Financial Planner & Enrolled Agent with over 30 Years Experience. Securities Through…read moreCrown Capital Securities, L.P. - Member FINRA/SIPC

We have known Torrey for many years and it was natural to turn to him when we received an…read moreinheritance a couple of years ago. We knew, from friends and colleagues, that Torrey was a consummate professional. Now that we are working with him first hand, we feel so comfortable with the way he explains the various options available to us to meet our goals, both short- and long-term. And we are really impressed with how well he manages our investments. I mean, there is a definite "WOW" factor here. We also enjoy working with Tina in his office; she is friendly and has been very helpful on the administrative side. This is a team you definitely want working with you on your investments!!!

We have been with Torrey for years now. We trust in him and Edward Jones to keep our future secure…read more We get updates and information on what is new and opportunities to explore if we wish. Thanks Torrey for the great service hoping for many more.

Joe Raneri has retired as is no longer a Raymond James agency. However, the agency has been taken…read moreover by a former Oroville Mercury Photography, who has in the last decade given me good financial planning. David Neilsen can be reached at 2214 5th Avenue, Oroville 95965. I am distressed by the dismal returns on my current portfolio now averaging about 6.5%, when five years ago it was above 12%. This is substantially better than the 2.2% offered by Bank of the West, and as a refugee from Wells Fargo, there is "No there, there." For the record, thirty years ago, I setup my portfolio with Joe Ranieri, and the portfolio is about the same thirty years later. I dumped the Bank of America and Well Fargo stocks in view of their handling of TARP funding and the HAMP programs they offered.