Joe Raneri has retired as is no longer a Raymond James agency. However, the agency has been taken…read moreover by a former Oroville Mercury Photography, who has in the last decade given me good financial planning. David Neilsen can be reached at 2214 5th Avenue, Oroville 95965. I am distressed by the dismal returns on my current portfolio now averaging about 6.5%, when five years ago it was above 12%. This is substantially better than the 2.2% offered by Bank of the West, and as a refugee from Wells Fargo, there is "No there, there." For the record, thirty years ago, I setup my portfolio with Joe Ranieri, and the portfolio is about the same thirty years later. I dumped the Bank of America and Well Fargo stocks in view of their handling of TARP funding and the HAMP programs they offered.

They weren't able to take us as a client but they were super professional and helpful on the phone!read more

After a few rocky years with these people I finally fired them. My advisor would not take…read moredirection, moved out of state with no notice to his clients and lost tons of MY money. They are supposed to have 'fiduciary' status, which means the client's needs supersedes there's. Didn't happen. When they sent a letter and an email requesting feedback, they didn't bother to call at the time they asked for. I wasted an entire afternoon for nothing. Buyer beware.

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.

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