Pam and her team were professional, punctual, and polite…read more She helped me get my financial situation on track and things are looking great. I cannot thank her and her team enough. I highly recommend Golden wealth Capital!

My experience has been absolutely incredible working with Pam. She answers all of my questions and…read moreis always available to help. It is rare to find an advisor that truly cares about her clients the way she does.

Outstanding team service, Josh helped me protect my family. Excellent communication throughout and…read morevery trustworthy.

Update to my review from a year ago, Josh and his whole team are so wonderful to work with! They…read morecontinue to surprise me with their level of detail and care for my financial goals and needs. Super patient with me as I make decisions as well. Thanks team!

My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.

This is the Sacramento branch. I've been helping my wife deal with this company. They are…read moreunprofessional to say the least, say they will call with news on a certain date but rarely do. A simple financial operation is taking many weeks which is to our detriment to the point I'm looking at hiring a lawyer as they are failing in their fiduciary duty and will be held responsible for any losses.

After my wife's intial move to H_M, I too rolled my retirement account into H_M.in 2010, Now, July,…read more2013, we continue to be more than satisfied. Another reviewer intimated that my origianal review had been a cut and past job. Had this person checked, he would have found that I've been yelping as a Yelp Elite for over 5 years and in no way would that have ever happened. We have other choices and choose to drive the 65 miles to H-M for their excelllent services. We have always had the same adviser, meets with us on a regular basis, and we couldn't be happier.

When the courts agreed and appointed Carolyn M Young Fuduciary Services to oversee our aging mother…read moreand her estate, we were finally able to breathe a sigh of relief. While our deep love for our mother never waned, we were forced into an expensive and grievous legal battle against a mentally unstable sister, whom intentionally chose to manipulate our demented mother into "lending" hundreds of thousands of dollars to her unemployed self, as well as working long and hard to isolate and alienate our mother from her family (it would have served her better to put half that effort into locating gainful employment)- Spending her time posting fraudulent and slanderous reviews anonymously against CMY merely bolsters our case. Truth: It costs money to hire a professional fuduciary to manage the wellbeing and/or assets of a person and/or their estate (as do attorneys, accountants etc.) Truth: negative reviews, often fraught with deceitful allegations, come from beneficiaries hoping for an expedited and maximum payday. Make no mistake- CMY Fuduciary Services is held to the highest degree of accountability... unlike a rogue family member, hellbent on helping themselves to an estate intended for the aging or (otherwise) incapacitated . If you or a loved one needs the assistance of a professional Fuduciary, you can trust Sacramento's best... CMY Fuduciary, to provide exemplary and honorable service.

ZERO stars. Stay away! See how many one star reviews? They were very bad for my friend, took all…read moreof her money and basically tricked her into going to a halfway house with no accountability. The adult protective services person had recommended them. Another friend got a very negative response from her attorney when she said she did not want to name CMY as her future fiduciary. Suspicious.

We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

I had been searching for a financial planner for some time -- specifically a fee-only Certified…read moreFinancial Planner. They don't have anything to sell, other than their advice, thereby avoiding having various things thrown at you that are really designed to make them as much money as possible. Through an odd circumstance, I came across Symphony Financial Planning. All I can say is, WOW! This is how financial planning should be. First off, it's not some corporate building with lots of granite and glass -- it's a very inviting environment that's in what appears to be a small home. You'll feel comfortable right away -- not like a corporate prisoner. The most important part of course are the people. A better group you will never meet. They are super nice, especially Taylor, who worked with me. She made me feel completely comfortable, and explained things in a non-condescending manner. She never made me feel stupid, which is something I can't say about other people I've talked to. In the end, she gave me some great ideas about how to maximize my retirement savings, and sold me nothing in the process. Perfect! And because they are fee-only, you only pay for the time you need -- they won't latch onto your accounts and start pulling out commissions or other fees. They don't even have access to your accounts -- all they can do it give you advice about how to manage what you've got, to meet your goals. If you are looking for financial planning and are anywhere in the vicinity of Davis, you owe it to yourself to give Symphony a try. You won't be disappointed!

From the owner: Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive,…read morestrategic retirement planning services and low-cost, tax-optimized investment management, with a fiduciary duty to act in our clients' best interests. All our advisors are non-commissioned, experienced financial professionals. Pure Financial does not sell products, earn commissions or receive referral fees from any source. Our specialty is retirement and pre-retirement financial planning, retirement income, and asset management with an emphasis on tax reduction. Whether you're nearing retirement, in retirement, had a life-altering event or need investment advice, our fee-only fiduciary financial advisor team will help craft an investment strategy and retirement plan based on the best interest of your financial goals.

I am an estate and probate lawyer and trust Beth and her team completely. They are reliable, caring…read moreand highly competent. I would not work with or refer to them otherwise!

From the owner: At Elizabeth Dean Fiduciary Services, we help you or your loved ones with the burden of managing…read morepersonal daily care, finances, housing, medical needs, paying bills, and handling trusts. We are held to the highest ethical standards in the care of and loyalty to our clients.

I've been working with Mark Becker for the past year and The Becker Group has been so helpful with…read moremy financing and investments!! I knew very little about my 403b plan and what I could do with it. Mark and one of his agents sat me down and reviewed all of my finances and then gave me multiple options, told me the good and bad about them, and helped me invest my money. In the past, I worked with one other financial advisory company. They were always trying to sell me policies, and I just thought that was normal. The Becker Group explained to me that they do not have any products to sell, so they have the luxury of helping me choose the best investments and policies for me. They weren't trying to meet some monthly quota. I'm not an expert when it comes to 403b's and financial investments, so they really sat with me and walked me through everything step by step. Amazing company. I wouldn't trust my retirement plan and money with anyone else! Hi Joe!

From the owner: Financial advising.read more