I knew absolutely nothing about 401k and such but melissa explained everything so well and walked…read moreme through setting up my account. She is extremely easy to talk to and informative. I highly recommend her to anyone, especially if you have no clue about finances!

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.

If it is family values. integrity, honesty, privacy, caring, excellent service, and most of all…read moregreat financial planning, you are looking at the best in the valley...

From the owner: A Better Way Financial is dedicated to helping clients and their families succeed in planning their…read moreideal retirement. With over 35 years of experience, our goal is to help you with the growth and control of the money you worked so hard for. As independent, fiduciary financial planners, we focus on creating personally tailored retirement plans that are always in your best interest.

Working with Kevin was amazing last year! Kevin was very informative and answered my flurry of…read morequestions that I had since we had our initial call. Kevin didn't come off as impatient or incompetent as the CPA's I called before finding him. I respected and appreciated that if Kevin didn't know something off-hand he followed up promptly and thoroughly with explanations that are digestible. He's responsive, straightforward, and collaborative so it was a breeze to do my taxes with him. I look forward to working with Kevin for years to come and I like that I'm comfortable enough to refer him to people in my network.

I was a new client for Kevin this Tax Year. Coming from California, he was extremely knowledgeable…read moreabout other State Tax Laws and answered any questions that I had for him. Very responsive and extremely reasonable on what he quotes you as far as price point.

Avery Sanson and the team at Financial Voyages helped me restructure my 401(k) and made the whole…read moreprocess a lot easier than I expected. They made sure to take the time to look at my current plan and explained what changes could be made to better prepare for my personal goals. What I appreciated most was that they kept everything simple and focused on what made sense for my goals within my timeline. After working with them, I'd for sure recommend them to anyone looking for help with their 401(k) and any other financial prospects you want to pursue. I won't be going anywhere else for my financial needs. They are a one stop shop

We have been clients of Gary Sanson and Financial Voyages for over 20 years. The office customer…read moreservice is top-notch and Gary's expertise in guiding our savings and managing our portfolio through all the ups and downs of the market through the years now offers us the financial freedom we dreamed about when we started working with him in our 20s. I can't say enough about the service, care, and authentic human connection everyone at financial voyages embodies in their service.

I was definitely intimidated by the idea of meeting with a Financial Advisor. I kept imagining an…read moreimpeccably groomed someone who was very cold and calculating with suits that cost more than my car. Well. He was impeccably groomed, but not cold. Sam Flaherty is wonderful. He met with us after my husband got off of work. He educated us with regards to what financial planners do, and how to research credentials. He talked to us about what typically happens when people inherit and shared a couple anecdotes illuminating pitfalls. He is everything I wanted in a financial advisor. He had excellent comprehension of what our current situation is, and where we would like to be. He had no judgements -- as he said, our money is not emotional to him, so he doesn't care if our dream is to own race horses or sell trinkets on the internet or to begin the great american novel. He simply wants to make sure we're in a position to do it. We ended up moving out of state, so it didn't make sense to go with him. But I think of him fondly and often and I cannot recommend him highly enough.

From the owner: Retirement Income Specialist Certified Financial Plannerread more

Not only do I want my financial advisor to be an expert with a solid track record, both…read morequantitatively and qualitatively, I want them to be ethical and to have good communication. Ethics is what one ought to do and ethos is what one actually does. When an organization has a  mission statement and values but does not actually live it out, their ethics and ethos are not aligned and cognitive dissonance can occur leading to bad decision making (i.e. Enron, Bernie Madoff, etc.). Communication can be described as the process of "message sent, message received, message understood." Dianne Denison checks the boxes in all of these areas. Not only does she practice what she preaches, but she also makes sure she understands your goals and aspirations and adjusts your financial planning accordingly. In a world where anything can happen, I feel a little bit better knowing that people like Dianne Denison are in my corner.

Bob has been instrumental in helping me to understand how my finances work now that I am retired…read more Investing can be scary, however he makes it less daunting by listening to my questions and concerns. I feel more confident in my decisions thanks to his assistance. I highly recommend Robert James Investments.