Thomas Thorson is basically in the business of preparing people for the time that they might be…read moreconfined in nursing facilities and who will be dependent on their investments for income and maintaining the life style of their choice. My recently deceased mother-in-law in vested a third of her money in a stock account and the other two-thirds in two annuities recommended and managed by Thorson. In the four years of her declining health these investments all grew and were used to off-set her assisted living, and later her skilled nursing periods. One annuity was never touched and the other had done so well that only 2.5 years of the five-year payout were used. So she did well in her final years because she had listened to expert advise and SAVED for her retirement. As we closed her estate Tom and his staff were very wonderful in making certain that everything was done right and thoroughly. We are most appreciative of their sincere care of my mother-in-law's assets. Good folks there and Tom knows his stuff.

I turned my investments over to Thorson financial June 2014…read more At the 6 mo review I questioned why my account was not growing. Tom said. It takes time. Later that year he sold some stocks I had held for a long time without telling me, now I have a $12.000,00 tax payment due. I decided to move my investments to Vanguard so I called the end of March and told Jennifer to sell everything and send me a check. Two weeks later I still had not received a check so I called and Tom told me he would have my money delivered to my house Sat. April 11 and for me to be home. At 6pm I still had not seen my money. Be very careful when dealing with Tom Thorson. He is not to be trusted Inger hammer

I needed answers and suggestions in regards to my finances and Shaun was extremely helpful! I would…read morerecommend his services to anyone in the Modesto area looking for a knowledgeable trustworthy financial guru. Retirement is not easy, we all need help.

Don't waste your time and money with this institute. They told me, they'll fix my credit in 3…read moremonths, but took about 6 months or more to bring up my credit score from 550 to 555 and I paid them about $800, for the fees and more than $3000 on my credit cards which didn't get any improvement. After 6 months, he told me to pay another $4000 to get +5 credit score. Be aware of kind of scammers.

This guy is not legit. I ve worked with him on two occasions. The first occasion was great the…read moresecond occasion he stole from me. All he did was charge me 150 a month plus $21 for identity protection. I git no results and he never disputes anything. Avoid at all cost. Currently I'm suing him in court fir fraud.​

Asma Mahmood has been my financial adviser for several years. I have watched my investments grow…read moreat a steady rate even during these years of recession. Although her accent is a challenge to understand, she really understands money.

Jennifer has been assisting me with my 401k plan & she has been phenomenal! She broke everything…read moredown into terms I could actually understand which helped me make a more confident decision regarding my plan. I really feel she has gone the extra mile for me & she has shown me there are still great people out there who know the true meaning of excellent customer service!

Analytical, Open, Caring, Understanding, Motivating, and above all Supportive are a few key terms…read morethat instantly come to mind after all this time. When I was started my business, Lynn was always helpful in guiding me with tops for success, when I went through the money coaching program she has everything changed. She showed me how so many variables in my life are a result of old programs about my family, parents, and experiences are why I was stuck where I was. Highly recommended and a true professional with many decades of experience. Thank you Lynn!!

I worked with Lynn a few years ago with Money coaching. She really helped me with my "Upper Limit"…read moreissues and coached me to allow more abundance (financial and otherwise) into my life. It was worth every penny and I wouldn't trade my experience with Lynn and money coaching for anything in the world!

lisa marie and ceps took over as payee for my brother and have done an outstanding job - the…read moresituation was very trying and she has managed to keep his bills paid in a timely manner and has also kept his family informed as family would get bills or invoices that needed to be forwarded to her- she gave us piece of mind knowing that he wouldn't have utilities shut off and always responded in a timely manner that she would take care of them or situations that would arise -- we are truly thankful for her willingness to give us piece of mind and her cheerfulness when doing same -- i think she and ceps should be recognized for the jobs they do and provide - thank you very much

Crooks!!! DO NOT USE!! They do anything and everything to try and keep your money. Worse than ssi…read more Total headache. Rude, unprofessional, and argumentative. They don't care at all!!

Ceps is the best payee service in town thanks to sara and Jessica! They are on top of there stuff…read moreand always super friendly! Thanks ladies for making a difference!! It means a lot! CEPs you suck!! You should've never got rid of Sara! We all loved her! She is the only one that really understands us!! What the hell is wrong with you guys?! I mean ask anyone, ain't nobody that didn't like Sara. I'm switching services and taking everyone with me

they are good hope they fix my social secerity that been screwing me out of money i have faith…read morethat they will get to bottom of this i'm tired of dealing with my ssi always doing some messed up stuff thank you

Mr. James Cabral is an excellent financial consultant. He is very helpful to his clients and has…read morefinancial plans that make sense and meet the needs of his clients. He has been my financial consultant for about 8 years now and his advice and attention to detail always have been sensational. I highly recommend Mr. Cabral and Transamerica Modesto to anyone who is seeking good, sound financial advice and guidance.

I had some questions a few years back and spoke with a person at the office named Andrew…read moreLambertson. Andrew was very condescending and arrogant and attempted to belittle me. I decided to take my business somewhere else and I was happy with the outcome. Think twice before deciding on a financial consultant.