There are 275 recommended Financial Planners in California. Read reviews from people you know to find the best Financial Planner.
I recommend Mrs. Tori Mccollum as an Office Manager and Marketer. Persuasive, reliable, methodical, highly motivated and extremely creative are a few words I would use to describe Tori's strong suites. The level of enthusiasm and motivation Tori brings to every project is infectious fueling team spirit, productivity, team strength and continuity amongst co-wokers. You can count on Tori to consistently make unselfish team contributions without exacting praise. While she periodically struggles in the area of patience, she more than makes up for it in business acumen, industry knowledge and a highly regarded finished product. She demonstrates maturity, command of the english language and strong presentation skillsets which are desirable in any organization. My recommendation is predicated on a personal and professional relationship with her and her family. It is both my honor and privilege to share these sentiments.
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I have known Timothy McDaniel for 6 years. He is an outstanding individual that thrives to teach financial literacy, especially amongst young adults. Mr. McDaniel demonstrates a keen sense of learning the ins and outs of being successful and passing that knowledge to others. While attending San Jose State together, he took me under his wings and taught me how to make my time and experiences beneficial to my future business endeavors. I highly recommend Mr. McDaniel as an outstanding Business Development Coach.See MoreRead Less
Her personality and care equal a great partner in investing and accounting!
Shanice Mckinley represents the ideal standard of a true role model and positive inspiration. I have come to know Shanice as a person who many look up to and admire for, not only her beauty, but also her intellectual and academic brilliance. Over the past 5 years, I have had the pleasure of working with Shanice on several community project. As a result, it quickly became apparent that she possessed qualities of a great character who prides herself with participating in the development and enhancement of our community. She seems to know choices have consequences and she apparently lives by a code of ethics that leads her to respect herself and others. She is a true professional who has a caring and loving disposition. She demonstrates personal responsibility and integrity. She is dependable and trustworthy. I am confident in saying Shanice really understands, values, and practices a philosophy that promote "service above self." My career has benefited greatly by Shanice's volunteer services.See MoreRead Less
I was one of Trent's first clients when he arrived here in Santa Maria many years ago. I have used him for matters of business and for my personal Income Tax preparations over these many years. I have always found him to be professional, helpful and thorough in all matters concerning my Federal and State Income Tax Returns. I would not hesitate to recommend him to my friends. Robert W. (Bill) SimpsonSee MoreRead Less
Garrett is the capable, agile, and progressive thinking Chief Operations Officer for my favorite insurance brokerage. They help me and my clients with short-term analysis to produce long-term options with regard to estate planning, life insurance, buy-sell agreements, investments, ownership transfers, retirement planning, key man coverage, critical illness protection, infinite banking, long term care coverage, etc. He continues to produce high above expectation and helps my clients solve problems that they felt hopeless about. Sterling attention to detail, highly integral, and positive thinking are cornerstones upon which he builds his practice in my opinion... (but better yet), as well as those of my clients. Thank you Garrett! rsSee MoreRead Less
I totally trust Janet as a professional business owner, she is dedicated, operates in excellence, she is trustworthy, she knows how to please her clients, she is a hard worker and believes in completing what she starts. Further, she has been my business colleague for over 15 years. Try her services, you will not be disappointed.See MoreRead Less
Mike has a strong passion & compassion for helping seniors and families who have special needs family members. With that and his wealth of knowledge in the financial arena, you will indeed be educated first to help you make financial decisions that are right for you and your loved ones. Whenever you need help on a project, contact Mike for he's very giving of his time to community and also has a wealth of professional partners.See MoreRead Less
Glenn continues to impress us by consistently demonstrating above average expertise and knowledge in his field. Through our many discussions with Glenn about his business operations, it became obvious that ensuring a client?s satisfaction is one of the top priorities for his company. Glenn compliments his financial knowledge and expertise by networking with experts in the IRA and employer plan field, and where necessary, engages the services of such experts to ensure that his clients receive accurate and timely information. This helps to ensure that his clients make educated decisions with their retirement assets, and avoid mistakes that could result in avoidable taxes and IRS assessed penalties.
We have no reservations about recommending Glenn to consumers who need professional financial services, and we are confident that those who use his services will be satisfied.
CEO Appleby Retirement Consulting Inc.
www.DeniseAppleby.comSee MoreRead Less