Stocks, Mutual Funds, retirement funds, IRAs, good God there's lots to know. If you put money…read moretoward retirement, can you also put money toward your spouses retirement ? What are my responsibilities to my employees if I set up a retirement fund for myself ? Well, these folks know. During trying financial times they've stayed the course, calmly taken my panicked calls and to set limits and boundaries so my money is safe. I started really saving for retirement later in life and these folks have been the guidance I need.

Miste and Steve continue to amaze! The person care they put into each of their clients is beyond…read morewhat is required. They care not only about my money, but about me as a person. Yes they are phenomenal at growing my retirement, but they also make sure I am living my best life! Throughout this process they have become more than my business manager- I am proud to call them friends.

This company is completely thorough and dedicated to assisting you through the nightmare of taxes!…read more We drive an hour to see them every year because it is worth it. We also appreciate that they get to know us individually so they can understand how our past, present and future may be affected by taxes--this has helped guide us in some of our financial decisions. Our money and time is well spent here due to their 30+ years of knowledge and service.

These guys have been handling our finances for the last 8years. My portfolio has been steadily…read moreincreasing. They are top notch and know their stuff. Very professional, smart, honest and trust worthy. I feel very confident that my retirement is well planned. I highly recommend this firm.

From the owner: Wealth Managementread more

We moved our account to Red Rock Financial after using several other investment managers over the…read moreyears and this office is clearly the best we have ever been with. They have good research, excellent service, and listen well.

From the owner: We are an independent firm built on the foundation of objective professional advice. The…read moreindependent advice our advisors deliver has one mandate: to always be in our client's best interest. Our unique ensemble practice is one in which our financial professionals work in a team environment. This model encourages each member to specialize in their own areas of expertise. With both male and female financial consultants ranging in ages and backgrounds, these distinct perspectives add up to a more comprehensive, nimble and proactive relationship for you.

STAY AWAY from this brokerage and all like it. They exist to rip you off. Open an account at…read moreVanguard or Fidelity or Schwab and do it yourself and keep the fees. Google "if you can" by William Bernstein and read the PDF. I just closed my account with them and got charged $135 to do so. They said it was $40 for an annual fee (which I just paid in May) and a $95 account closing fee. What a joke. Again, STAY AWAY.

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.

I met Ben a few years ago when I needed investment advise. He was totally knowledgeable about the…read morefinancial world. He shared with me that he has been interested in finance since a young age and has studied the markets. His degree is in business and finance. I trust Ben to advise me when it's prudent to sell or buy. I have benefited from his guidance, and I am fortunate to have found him.

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.

Heather and her team did an outstanding job preparing our tax returns for us. I was especially…read moreimpressed with the timeliness and knowledge used to accomplish this. Quick and accurate with the most up to date changes in the tax codes that applied to our return. We have no hesitation in referring Treestar Solutions to any and all of our friends!!

Heather and her staff were absolutely amazing. I will be going to Them in the future for my tax…read morereturns to be prepared. While, I was there, she was able to complete the necessary forms and have everything ready to go! By the time I got home, she had sent me an email telling me that my taxes had been filed! I've never had this kind of excellent service anywhere from anyone in any type of service business! If I could give her 100 stars, believe me I would.

My wife and I went to Embrace and met with Kim and Ariella just to get an idea of what we are doing…read moreright and/or could do better in managing our money. Kim was very welcoming and her approach was calming and allowed for us to feel comfortable asking questions. Embrace is in the Stoble Workplace so she treated us to a complimentary Stoble Coffee order. It was a really good experience. I definitely recommend to anyone that is considering looking into Wealth Management and might be intimidated taking the first step. You won't be disappointed in reaching out to Kim and Ariella. Oh, and it was the day before my birthday, and she had a birthday gift waiting for me!!

From the owner: Embrace Wealth Management empowers Women in STEM and Retirees to grow and protect wealth while…read moreminimizing lifetime taxes. Based in Chico, CA, we offer financial planning, retirement, tax, and estate strategies nationwide. Our Fiduciary CFPs provide tailored guidance. Income Analysis – Evaluate earnings and create stability. Expense Tracking – Clarify budgets and manage spending. Investment Strategy – Pursue growth and manage risk. Debt Management – Cut interest and optimize credit. Savings Goals – Target life events with proven strategies. Insurance Planning – Protect assets with tailored coverage. Retirement Planning – Enjoy tax-efficient income strategies. Tax Planning – Reduce liabilities and find deductions. Estate Planning – Preserve wealth with wills and trusts.

I've used Ken for a number of years now. He is extremely competent and on top of the market. He…read moreregularly checks in to be sure i am up to date on my investments. I can give him the highest recommendation as a financial advisor.

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.