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!

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.

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.

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.

My wife and I started out with them when they were Hansen and McClain in more than 20 years ago. We…read morehave always had Sean Murray as our advisor, and he has been very knowledgeable and helped to build our portfolios to ensure we have earned money on our accounts. I highly recommend contacting them for your investment accounts,

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.

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.

I'm sure no one is ecstatic to deal with fiduciary services , but I have in the past and it was at…read moreleast reliable , compassionate and professional. This particular business has shocked me in their negligence. There have been reservations completed at hotels to find out later that they weren't completed and it's after hours leaving zero options . Their fee for the time and effort are extremely imbalanced. There have been questionable transactions on accounts that are multi accessed by the company and I that was not made by me. I feel as if the company is predatory to people vulnerable and maybe in a position where their complaints aren't seen as valid or believable . Scary to put your loved ones assets in their hands .

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

These guys are awesome. Everyone in the team was fantastic and we had so much fun. Marsha is the…read morebest !

From the owner: Vantage Capital specializes in strategic wealth management for high-level executives and…read moretop-performing sales professionals. We understand the unique challenges that come with performance-based compensation, stock options, and high-income careers. Our team helps you maximize your earnings, manage equity compensation, and plan for long-term financial freedom with confidence and clarity. Whether you're navigating a complex comp package or preparing for retirement, we provide personalized strategies to help you grow, protect, and transition your wealth - so can stay focused on what you do best.

I highly recommend Spencer at Champion credit repair. Their customer service is excellent. I was…read morecompletely impressed how my credit improved. Outstanding, quality time he's worked on repairing my credit expectations.. Excellent work Champion Credit Repair Team Thank you, Much appreciate Andrea C

I've had the blessing and fortune of working with Spencer Hearns from Champions to repair my…read morecredit. What I loved about working with him is that he humanized the experience for me. I had destroyed my credit when I lost my business and poor financial decisions. As it felt embarrassing and humiliating, Spencer treated me kindly and made me feel like there was hope. The progress we've made has been amazing. The experience has been everything he said it would be. It's been hands off for me which is great and I know it's just going to get better as we keep rebuilding. Thank you so much Spencer, I really appreciate it! He's my guy and he should be yours too! Cheers, Mel Martin

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.