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!

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.

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.

I would not recommend this company to anyone. Their response time to filing my taxes was poor at…read morebest. Plus their final billing was over double what they originally quoted. When questioned about the final bill they took the approach of "too bad, deal with it." Now I am stuck paying more than if I had gone with another firm. Below is an actual response from one of their partners, Albert Nunes, about my questioning their invoices. "Before I take on a new client I usually try to do a back ground check but I didn't. The sad part is I should have" Is this the type of company you want working for you? I would think twice before I use their services. They will treat you like superstars to get your business and in the end... you are nothing but a dollar sign to them.

I attempted to engage this firm to explore whether I thought they would be a good fit for me as…read morefinancial planners. I will say that I do think they are well-intentioned. I am unable to speak to the value of the services they provide, however, due to the excessive friction, poor communication, and ivory tower attitude that ultimately resulted in the cancellation of an introductory meeting. What's clear is that they are set in their ways. In my case, that resulted in poor communication and confusion. What's more, my attempts to clarify things were met with an attitude of superiority, unwillingness to recognize their part in the miscommunication, refusal to consider the validity of points I made, an overarching rude and unwarranted "preachy" tone, and ultimately inaction. They do not care what you think, they do not care to hear what you think. They believe in their own infallibility, any issues or confusion that may arise are you're fault. Deal with them yourself. I prefer clear, two-way communication in all things and certainly where your financial well-being is concerned. For those reasons and the many mentioned above I strongly recommend against engaging with this firm.

From the owner: Specializing in: - Financial Planning Consultants…read more- Investment Advisory Service - Investments - Financial Services - Financial Planners - Mutual Funds - Business Brokers - Investment Management - Business Management

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!

10/10 business. The staff here is great and will take care of you like old friends with very quick…read moreresponse time. The owner Brian cares about his clients and delivers excellent results at a reasonable price for this industry and area!

From the owner: Let our fully credentialed staff help you identify appropriate profit-sharing plans and 401(k)…read moreprograms that match your situation. Get a FREE consultation from Pension Management Consultants, Inc.