Jim took his time in developing a financial strategy to suit the needs of my family. He cares…read moredeeply in regards to the amount of risk we were willing to take and really listened to our concerns. He comes highly recommended

Ed Guanill at Guanill Wealth Management has been handling my investments for the past 4 years. Ed…read moreis very professional, knowledgeable, and very responsive. He's done an excellent job of keeping my money safe during this volatile market, and is always looking out for my best interest. I highly recommend this company to everyone!

If you are looking for someone down to Earth and straightforward to help you make sense of your…read moreretirement, Guanill Wealth Management is your best option. Ed assessed my situation and helped me plot a way forward in a way that made sense TO ME! Trusting my money to Guanill Wealth Management was the best choice I have made in a long time!

We were first introduced to Spectrum Wealth Advisors through our California family. They have…read morehandled our family investments and mother's estate investments for many years. Although we were already using an LPL representative in Oregon, we've been so pleased with Spectrum's service and personal commitment to detail that a few years ago we decided to move all our investment accounts to their office. They have been instrumental in growing our wealth, and now in retirement, are continuing to think outside the box to not just meet our current needs but continue growing our portfolio. -John and Susan S.

Konner is my advisor, and I have had nothing but a positive experience with Spectrum Wealth. Konner…read morereally takes the time to explain things and helps me understand aspects of the financial world that are beyond the scope of my knowledge. Spectrum has really helped me become better equipped at handling my own finances as well as has done an excellent job in managing my investments. The gains I witnessed in my accounts over the last couple of years have been nothing short of impressive. Thank you Konner, keep up the great work, and Thank you Spectrum Wealth!

I can't recommend Folsom Wealth Advisors enough! From our very first meeting, Heather made me feel…read morecompletely at ease with her genuine care and sincere desire to help. She's incredibly personable and takes the time to really understand your goals, values, and unique situation. She built a customized financial plan that fits our family's needs, and it's clear she's deeply committed to helping her clients succeed. I spent months trying to find the right fit for our financial planning needs, and I'm so glad we found Heather. One of Folsom Wealth Advisors' specialties is working with busy professionals who are raising young children. Her services are designed to meet the unique challenges we face, from managing competing priorities to planning for the future. She simplifies the process, offers guidance without pressure, and helps us make confident, informed decisions. She's incredibly responsive, thoughtful, and always makes time for our questions, big or small. It has been one year since Heather started helping us, and her services have absolutely been worth it. She's saved us a significant amount of money--especially during this tough economy--and we continue to see high value in her guidance and support. Working with her has been one of the best decisions we've made for our family's financial future.

Phil and his staff are outstanding. They are very professional and want the best for their…read moreclients. The office is friendly, and Phil will take the time to educate each client on their investments and over-all goals. Prior to starting with Plan Well Live Well, I was with another advisor. I am so glad that I made the change.

Phil & his staff are excellent. He has directed us and our retirement investments for the past 13…read moreyears. I had to retire early due to health issues. Phil made sure our investments would provide returns without having too much risk. This was important to us. He listened! We are now fully retired without the worry of knowing if we will have enough funds to live comfortably through retirement. Both Phil and his staff are caring and provide individualized and thoughtful services. We are so glad we chose him to manage our retirement funds!

Yes ! They will happily manage your money! The Wealth comes in on their part of the deal in a short…read moreperiod of time (very short) they made 11 grand while watching my money make 3 grand! For years they have been doing this to my financially ignorant husband and myself !!! Shortly after my husbands death 5 months ago I inquired about what they do for all this-and got a lot of talk and paperwork... after moving my money and leaving the firm I see how much money the made off of our ignorance!! Shame on them!!! My husbands and my retirement funds!!! How many more innocent people are being taken ... if I could have given them 0 stars that's what I would have done! OMG! Now it is Months later and I revived a request asking me to take down my Yelp review.. with an apology and lame explanations of my misunderstandings!!! Haha.. I do not accept your lame apology for my stupidity in trusting you with my money!!!! I stand by my review!!

Over the past three years Brad Sullivan has provided great advice with such a passionate attitude…read more He puts his heart and mind into his responses and we can truly feel he is looking for the best possible solution for me and my parents. On another note, Brad has helped clients of mine in the home healthcare industry find financial and estate planning solutions for the elderly / end-of life situations we work with in our business. He is very knowledgeable with the matters relating to elder care issues and got us in touch with wonderful attorneys who also helped out these families. He's an advisor who is smart and who cares, and it shows.

I have been working with Jeff and Camille and the Monolith staff for many great years. I feel…read morecompletely confident in their understanding of my financial goals and their strategies to help me succeed in meeting them. I have always been treated with patience and respect and a genuine interest in my peace of mind, financially. I am also very impressed with their devotion to ongoing education in the complexities of the financial world. I highly recommend the Monolith Financial organization to those seeking financial understanding and success.

We have been doing business with Jeff Mitchell for many years and I just wanted to acknowledge his…read morevery professional Financial group. We have always been treated very special and have been given excellent financial advise. Jeff's staff is also superb. I would recommend Monolith Financial Group to anyone that cares about their financial health.

Safeco/liberty mutual. Do not honor your policy…read more agents are rude and make up excuses to deny your claim. delayed water mitigation on my home for 6 weeks since atmospheric river of 2/9/24. More rain coming. Get a new policy quickly.

I was looking to buy some life insurance, transfer my IRA, get a 401k for my company and pretty…read moremuch start planning my retirement for the future. Basically all that stuff you're supposed to do when you're ready to become an adult. Am I truly ready to become an adult? I don't know but like they say it's always better to start earlier then later. After talking with some colleagues and friends to find out who they used as their financial planner, Garrett Vanneman came up a few times so I thought I'd give them a call. I'm really happy with my decision of choosing a smaller firm instead of one of the larger companies. I work directly with Garrett, who grew up in Roseville. He's also a Certified Financial Planner, which I've read takes passing a very difficult test to get the certification. He took the time to listen to my goals and checked out my financial situation and was able to help me set up the correct life insurance policies and an IRA. One thing I really liked was Garrett was able to find me a less expensive insurance through my professional work organization then he was able to find on his own. And instead of pressuring me to buy one of his insurances, he told me the other would be a better deal. So I really appreciate his honesty and that he is looking out for me. Other things I really like about their office is they are really easy to get a hold of and they always call me back or email me right away whenever I have any questions. The front office staff of Nicole and Linda are very friendly and always eager to help. Overall, if you're looking for a financial planning service or a company to help with your 401k, I would recommend Vanneman Financial Group for honest advice and great customer service.