Painless - is the term I use to describe my experience with Tim Riley & Associates in Redding, CA…read more I was referred by dear friends and super grateful. Tim is such a personable and knowledgeable tax professional; he and his friendly and efficient staff made my 2017 taxes painless, not usually the term that one uses when it comes to tax time.

Read the Manta review by Mark Warnock. It says it all about the character of T. Riley…read more "I highly do NOT recommend Tim Riley as a broker for your money ! My wife and I went with him out of the yellow pages and we have been sorry ever since then. Our initial mtng. w/ Tim was to discuss possible investment vehicles for a substantial 401k transfer. The 2nd mtng. we find out he already put in all of it in funds we didn't authorize. When we tried to get him to put it all back in a money mkt. acct. he wouldn't do it. He wouldn't call us, email or communicate. Now we may have to go to court to get the funds back. Invest here at your own risk !"

This place is amazing!!! Love the folks that have invested their time in the business and take…read morecare of all your needs. It feels like you are family and they take care of your investments! The warm cookies aren't bad either!

From the owner: We aim to help people just like YOU retire with confidence every day!read more

Scott is a wonderful advisor. He has always taken care my finances in a way that has enabled me to…read morefeel secure and confident in my future. He is kind and patient and I recommend him to anyone looking for guidance.

Wonderful advisor, calm and intelligent. I trust him completely to get me to my retirement goals.read more

WE HIGHLY RECOMMEND Michael Pohlmeyer! Michael Pohlmeyer has been a great advisor to our parents…read moreand has helped them for over 20 years. He has managed their trust professionally, honestly and conservatively as our parents had asked. As time has passed and our father passed away and our mother was unable to manage the account he has been in regular communication (both professionally and personally) and has offered very sound advice. When we asked about securities, he was very clear on what the fees were on these and what he thought would best benefit the Trust and not himself. He has had a long career servicing the Redding community and has an impeccable reputation. Our family is grateful for his advice, and the care and respect he has shown our parents and our family.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Andrew Freiberg is very helpful at forecasting and discerning my financial needs. He provides…read moreinvestment planning tailored to my situation and keeps current on changes in my life.

Tiffany and her staff, especially her Senior Office Administrator, Stephanie have been such a…read morepleasure to work with. My mom passed away in April and I had no idea what to do with her investments. They have spent several hours on the phone with me and even conferencing in the other financial professionals involved with my mom's estate so that I can be better educated and make sound decisions on my retirement plan.

From the owner: I believe financial investing is very personal. Everyone has individual ideas of what they hope to…read moreachieve in the future and in their lives. My job is to understand what is important to you, where your comfort zone lies to achieve your goals, and how I can help your overall financial picture. Then we will work together over time to help you stay on track. Edward Jones is a nearly hundred-year-old company with an established process to help clients achieve their financial goals. My Redding, CA office serves clients across the state and country. The first point of contact for our clients is my Branch Office Administrator, Stephanie Walker, who has 21 years in the financial industry. With a Series 7 registration, she has the experience and knowledge to competently assist, and a warm and friendly personality that our clients love.

We had been with Wells Fargo Advisors for many years. When our Financial Advisor left WF, we did…read moretoo. Now I am trying to do our tax return. The year end download into Turbo Tax is not available as the account is closed. This download should be available until 4/15. IF you need to move your money, leave $.02 in the accounts so that you can download the tax information. I will never put another cent at WF.

Do not use them for your investments. Poor customer service. A supposed full service account,…read morethat I had not talked to my advisor in years, that they let rack up over $400 in fees without ever sending out an invoice or making a phone call. 3 years between attempted contact. Would not have realized what was going on until I finally got smart and moved my money. That took over 2 months to complete. And find out then that there were extra fees. Now that there has been an issue with moving my account the advisor is blowing up my phone "making sure I understand". Finally getting down to the finish line in sight I find out that there could be ANOTHER $125 fee to terminate my account.

I would never use EJ again! Sole reason being, they only SELL their own products with ridiculous…read moreservice fees that are off the chart. Over time, you could and will spend over $3k a year for them to maintain your account/accounts. In 20 years time I'm sure you certainly could use that money when you really need it most! ALWAYS investigate what your investments are going to cost you!!

Tammie is amazing. I just started investing in the stock market and working on my IRA. Tammie has…read moreshowed me how easy it is to save money and she treats my money as if it were her own. She is honest and really knows the market and what products are going to get me the best return and still keep my money safe. I will refer her to anyone I know. My investments have done well all because of Tammie.

Andy and his staff have always been extremely professional. Their retirement planning is unlike…read moreanything I have seen, it is thorough, well thought out with the client at the center of mind for decision making. I would recommend Andy for any retirement planning or investing.

We were introduced to Andy in 2008 after we suffered substantial losses in the crash. Wanting to go…read morea more conservative route and have guaranteed retirement funds we met with Andy. He took the time to go into detail the several options available to us. Needless to say 12 years later we are happy we moved what we had into accounts he offered. He was also helpful with assisting us with my wife's sisters passing whom also had insurance accounts with him getting them properly distributed. He definitely takes the the time to answer any question and truly has your best interest at heart.

We have been using Stifel Investment Services for about 2 years for our companies Simple IRA plan…read morefor my employees. We continue to use her services as she tends to everyone's individual needs and her knowledge in her industry. She makes us all confident in our investments and we happily would refer her to anyone.

Ann Marie knows her stuff. I was amazed at her level of professionalism and knowledge. If you're…read morelooking for financial planning advice look no further. The meeting I had with her was a real eye opener for me.