I have had my retirement plan and personal assets managed by Whelan Financial since 2006…read more Previously, I was attempting to manage my investments by myself, but I believe that having this firm manage my assets was the best decision I've made. My financial planner in the firm is Vincent Whelan; however, on several occasions, I have also met with other certified financial planners including Portia White, Stephan Detweiler, and Taylor Whelan. For the last 15 years, I have elected to have quarterly in-person meetings with the financial planners and front office staff because everyone is pleasant, friendly, and personable. All advisors in the office are respectful, trustworthy, and highly skilled at what they do. The investment committee, which includes all of the financial planners, meet and decide the funds they want to include or exclude for their clients. The firm meticulously follows the rules and regulations of their clients' retirement plans. All these years, I have never felt uncomfortable at any time about any recommendations or decisions they make. I feel as if they manage clients' money as if it's their own. I've been very happy with my return on investments based on my personal risk tolerance. I also appreciate the transparency and thorough explanations with any changes made to the investments. Overall, I have been very impressed by the attention to details with every aspect of the money management these financial planners provide. My portfolio is fully diversified and my assets are managed with discipline. The focus also is not only on return on the investment based on the risk tolerance of the client, but also on managing the expenses of the clients. From time to time, at my request, they have also reviewed and made recommendations on the 401-k and HSA portfolio with my current employer free of charge. I have been so impressed by their vast knowledge and skill of asset management, along with their friendly, personable approach that I have recommended this firm to my family members and friends.

My experience with Whelan Financial has been second to none. Portia White has been my personal…read moreadvisor for nearly a decade and has done exceptional work with my portfolio in terms of growth and managing risk. Portia clearly has a passion for her career and does a thorough job relating to me in terms I can understand. She is open to my bringing investment ideas to the table and walks me through all the risks and benefits, guiding me, and supporting me in the decision process. She is always incredibly friendly and professional and I greatly enjoy our interactions together. In addition, the attention to detail, convenient scheduling and exceptional customer service at the firm is unparalleled. I have never had to wait more than one business day for a reply to a question or a request for a last-minute wire transfer. My past experience with advisors had left me feeling rushed and at times bullied into investments that were not in my best interest. It is clear that Portia is always focused on what is best for my total financial health and has never offered me products or services that would merely benefit her bottom line. Working with someone with such integrity has left me with an optimistic outlook for my retirement planning and current finances.

I found LPL Financial through Dave Ramsey's ELP referral…read more The good: They are friendly, professional, and very knowledgeable about investing. They are very straight-forward about what they charge, how they make money off you, etc. They know Ramsey's investing methods very well, and they will teach you anything you want to know about the investments you are making. They also make it easy to fund your investment accounts. They work well as a set-it-and-forget-it sort of deal; once you decide on what funds you will invest in, they will just make those same transactions each month and take their commission each time. The commission they take is not very high. The meh: They send you monthly e-mails about why you should keep investing in bad economic times. Their website is less than helpful, as it doesn't show you how much your investments are growing, nor does it allow you to compare your investments to S&P 500. It only shows that your account balance is going up (which it obviously is because you put more money into it each month). The bad: When you contact your financial adviser, it usually takes about a week to get back to you.

LPL financial is a crook ! When I transferred money out, they charged me $40 retirement fee before…read morethe end of year. Then They Charged me $120 transfer fee. It took me 13 months to transfer any money from them! I called 100 times throughout the year. They kept telling me this and that, just to avoid transfer my money out!!!!!!! Last year, the money was transferred from the poor Cathay Bank's financial advisor with Berlington fund which over 15 years lost 75% of the value to Prime Financial service then to Cetera financial then to LPL then to Cetera back and forth. By the time the account went to LPL, it was August 2019, that advisor Gabriel was told by me our mailing address, but Feb 2019, they said they did not know. I could not find if the money was in their company. They tried hard to eat up my money. What they did, they deduct $40 last December! I kept trying to transfer, every 2 to 3 weeks calling them, they kept delaying the procedure. Then finally they delayed to last quarter, now November, they are eligible to steal $40 again before the end of year! This is a crook company. No one there is a professional. I got different instructions every time I called. I kept filling forms ... IF I have a choice, I will sue them. There will be negative star rating -5!

Terrible, terrible service! Avoid at all costs!…read more I went into the local office last year to ask for help moving some money around because I wanted to make sure I was doing things correctly when it came time for taxes. I was advised to do things a certain way and when I asked, "Wait, won't that cause me to incur a penalty?" they said "Oh, great question! no, you'll be fine" Well, now it's tax time, and guess who's facing penalties? Yep, me! I've tried calling the office and my concerns were shrugged off, "Well, I guess you'll just have to pay it then..." ARGH. Fortunately for me, my tax moves were small ones so this is a *cheap* lesson to learn, but the fact that they got such a simple tax question so completely wrong is just unbelievable. I called corporate, which did what it could to make things right, but once these tax moves are made, there's nothing you can do to "undo" them. I've called the Fresno office several times to try to speak with the branch's upper management, but they won't return my calls. Be extremely careful when working with this office! Their advice is careless, and when a mistake happens, you're on your own. I'll be taking my money elsewhere. This is too important for mistakes and misinformation like this.

Warning for you : Imagine not having access to your account , draw money out , lose ability to buy…read moreor sell stocks while they hold your money , not know why it's happening , no client phone number for verification team and going in person to the bank with drivers license does absolutely nothing to verify your identity ....they still hold your money. I get the need for security but the way it's handled and the time involved is ridiculous. Very hard to reach branch but WORSE ...I would never stick money in here again if there was a chance I'd need it or want to to have access to know or see my balances on my stocks, checking account, or ability to buy and sell as the market changes. ! Even going in the branch does nothing. I get no information and apparently it could take a week or more for any answers ...while all this time I have zero access to any of my accounts or info on them or even why it happened. I've lost confidence in CS and you need to be warned !!

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.

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!

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.

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!

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