Valley Oak Wealth Management - Novato, California

Valley Oak Wealth Management es una empresa con sede en Novato, California, que ofrece servicios de planificación financiera, banca y seguros. La empresa se encuentra ubicada en 2 Ranch Dr, Novato, CA 94945, Estados Unidos, y puede ser contactada a través de teléfono en 4158984439 o a través de su sitio web en valleyoakwealthmanagement.com.

Características y especialidades

Valley Oak Wealth Management se especializa en planificación financiera, banca y seguros. Los servicios ofrecidos incluyen la creación de planes de inversión y ahorro, la gestión de cuentas de inversión y la planificación para la jubilación.

Especialidades

• Financial planner
• Banking and finance
• Insurance agency

Ubicación y facilidades

La empresa se encuentra ubicada en 2 Ranch Dr, Novato, CA 94945, Estados Unidos, y cuenta con instalaciones accesibles para personas con discapacidad. La empresa ofrece apoyo para personas con discapacidad en su carácter accesibilidad, incluyendo un estacionamiento de vehículos con acceso adaptado, una entrada adaptada y una toiletta adaptada.

Opiniones y calificaciones

Según las opiniones de los clientes, Valley Oak Wealth Management ha recibido una calificación promedio de 5/5 en Google My Business. Los clientes han expresado su satisfacción con los servicios de la empresa, destacando la excelencia del servicio y la planificación financiera.

Consejos para clientes

Para obtener la mejor experiencia con Valley Oak Wealth Management, se recomienda que los clientes realicen una cita previa con un asesor financiero. Esto permitirá una evaluación más detallada de las necesidades financieras del cliente y la creación de un plan personalizado.

Resumen

Valley Oak Wealth Management es una empresa de planificación financiera con sede en Novato, California. La empresa ofrece servicios de planificación financiera, banca y seguros, y se especializa en la creación de planes de inversión y ahorro. La empresa cuenta con instalaciones accesibles para personas con discapacidad y ha recibido una calificación promedio de 5/5 en Google My Business.

Palabras clave

• Valley Oak Wealth Management
• Planificación financiera
• Banca
• Seguros
• Investimientos
• Jubilación
• Accesibilidad
• Finanzas

👍 Reviews of Valley Oak Wealth Management

Ranjit L.

5/5

We have dealt with Valley Oak Wealth Management since 2008. Tim Russell and his staff provided excellent service to manage our investment and retirement accounts. The accounts were diversified to suit our current and long-term goals. The annual returns have been to our expectations and we hope to continue working with the Valley Oak Wealth Management Team.

Barry B.

5/5

We have been with Tim since the mid 1990's and we feel like we have grown as Tim's business has grown. We love Tim's down to earth character where you feel like part of a family. It's not all just strictly business. They are prompt at getting back to you if you have questions. Tim has regular reviews to check in on how your money is doing as well as any changes going on in your life. He also has half time meetings with all his clients with guest speakers on how the economy is doing and what you can expect in the future. We have learned a great deal going to these. He evaluates what your stress level is and invests accordingly. We are extremely happy with Tim and his wonderful staff at Valley Oak Wealth Management and highly recommend them.

Ann D.

5/5

If you are looking for someone you can trust to manage your wealth, to keep you informed and to guide you in financial decisions, Valley Oak is for you. You can ask any questions without feeling embarrassed; you will be treated with utmost respect. The team is excellent and charming!

Jerry P.

5/5

My wife and I have worked with Tim at Valley Oak for several years now. We really appreciate his in depth knowledge and ability to explain the complexities of investments and provide valuable advice that has helped us plan well for retirement. We highly recommend Tim and his team!

Karolinn G.

5/5

I have been a client of Valley Oak since 2008. I have been up and down on the financial roller coaster, through good and bad times and have always trusted the decisions made by Tim Russell and his great associates. I would highly recommend investing with this very hands on company.

Kristin S.

5/5

I have worked with Tim Russell and his team at Valley Oak Wealth Management since moving to Novato in 2014. I love it that when you call the office, a human answers! They are not only amazing at what they do in helping people create a plan for retirement and manage finances accordingly, but they are also friendly, supportive and active in the community. Valley Oak and Tim & Anne Russell personally are supporters of Gilead House and other local nonprofit organizations, which I appreciate. They are active in the local Novato Chamber and generously give their time and talent on multiple boards. It's nice to do business with a local firm who cares.

Craig S.

5/5

For a number of years, I have depended on Valley Oak Wealth Management to guide my investments and to give advice on my other assets, plans, and concerns. They care about their clients, make themselves available, and see each situation as unique. This has worked out well for me and removed many of the anxieties of retirement. Craig Smith MD

Kyle P.

5/5

Valley Oak and their team were amazing to work with! From the moment you walk in you are greeted with smiles and coffee! Valley Oaks team are incredibly knowlegable kind and only look out for your best interests. They have been a dream to work with and I would highly reccomend them!