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

Jason is a great resource if you are looking for someone to help you with your Rollovers, IRA's,…read moreOld annuities, and 529 education accounts for your children and grandchildren. Let Jason know if you need a retirement account for yourself, or your employees. Thanks Jason, Ranee P.

Jason is a great easygoing guy. He has great advice on how to make your money work for you. I'm…read moreglad I met him.

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.

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 !"

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.

Top notch experience and advice! Linda is very personal and caring with no judgement!read more

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.

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