I have been with them for over 8 years, and I completely trust the entire staff, of which have…read moresupported through some hard times, assuring me I was going to be fine.

From the owner: Cornerstone Financial Group is a boutique financial services firm with over 45 years of experience…read morein helping clients navigate and understand the complexities of the money world. Our financial advisors can help you create a unique, personalized plan to meet your financial goals, both short and long-term. Our financial services include financial planning, retirement planning, investment strategies, tax-advantaged income distribution, social security maximization, income tax reduction, estate/legacy planning, asset allocation and distribution, objective portfolio analysis & much more.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

This guy isn't the one that does your taxes, he sends that off to an online agency. The only reason…read morehe offers a tax service is so he can try and get your investments. I looked into his history after having a bad experience in which we had to file extensions because he wouldn't respond, and I found that he was once investigated for not keeping his accounting up to snuff as required by the state. I should have walked away when I noticed his fake Marine Corps cert on the wall. Sorry buddy, but some summer camp doesn't allow you to call yourself a Marine, that's reserved for real Marines like me. https://dfpi.ca.gov/wp-content/uploads/sites/337/2012/03/Continuum-Financial-Partners-LLC-Special-StipulationSettlement-Agreement.pdf

Amazing service! Very responsive and knowledgeable. I have never felt more cared for and educated…read moreby a tax and legal professional. Chris makes you feel like family and ensures your financial safety. I highly recommend his services and have since referred my family, who are equally satisfied!

Rhett Beal was very helpful with helping my family with with their concerns very knowledgeable.read more

From the owner: Founded by Craig Van Hulzen in 1998, Van Hulzen Asset Management is a registered investment advisor…read more(RIA) with offices in El Dorado Hills and Jackson, CA. At Van Hulzen Financial Advisors, our team of experts listens to what matters most to you—and partners with you to make it happen. No cookie-cutter plans or one-size-fits-all solutions. We believe that every client is unique and deserves personalized planning, specialized advice, and client-centered advocacy. We’re also fiduciaries, the highest standard of conduct in the financial services industry—legally and ethically bound to always work in your best interest, never ours.

It has been an absolute pleasure working with James Pak and the whole team at Creative Planning for…read morethe past 3 1/2 years. First I would like to share that I got my degree in Finance and started off working in the Financial Services industry years ago. Unfortunately I have a neuromuscular condition that led to me getting on disability. Over the years we had worked with a couple of financial representatives - one was even family. In the end most of them did not do a good job to help us grow our assets nor have our interest at heart. So I started managing the accounts myself investing in low cost index funds with very minimal fees. Eventually I realized I needed a team to help us with the complexities of our financial situation as our portfolio value continued to grow. We interviewed a variety of financial advisors and were blown away by the comprehensive level of service Creative Planning can provide. Our financial advisor, James Pak, has been amazing to work with. He is excellent at communication and gets our questions answered no matter the complexity it may be. And he truly has our interest at heart when figuring out solutions for us. We love referring our loved ones to James and Creative Planning since he has made an incredible difference in our lives. Please definitely take the time to interview James Pak and Creative Planning. It changed our lives for the better and I know it will change your life for the better too!!