Thomas Thorson is basically in the business of preparing people for the time that they might be…read moreconfined in nursing facilities and who will be dependent on their investments for income and maintaining the life style of their choice. My recently deceased mother-in-law in vested a third of her money in a stock account and the other two-thirds in two annuities recommended and managed by Thorson. In the four years of her declining health these investments all grew and were used to off-set her assisted living, and later her skilled nursing periods. One annuity was never touched and the other had done so well that only 2.5 years of the five-year payout were used. So she did well in her final years because she had listened to expert advise and SAVED for her retirement. As we closed her estate Tom and his staff were very wonderful in making certain that everything was done right and thoroughly. We are most appreciative of their sincere care of my mother-in-law's assets. Good folks there and Tom knows his stuff.

I turned my investments over to Thorson financial June 2014…read more At the 6 mo review I questioned why my account was not growing. Tom said. It takes time. Later that year he sold some stocks I had held for a long time without telling me, now I have a $12.000,00 tax payment due. I decided to move my investments to Vanguard so I called the end of March and told Jennifer to sell everything and send me a check. Two weeks later I still had not received a check so I called and Tom told me he would have my money delivered to my house Sat. April 11 and for me to be home. At 6pm I still had not seen my money. Be very careful when dealing with Tom Thorson. He is not to be trusted Inger hammer

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!

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 have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

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 walked in and before I even said anything the lady shook her head as if I was a joke. I then…read moreasked how old I would need to be to possibly set up something like an investment account, and since I'm so young they were completely rude about it. When I talked to them about how I was interested in putting in 150 a month possibly, they lied and said there was a minimum. I know this because I looked at their chart, and they even had the audacity to say it would cost 10-20k dollars to start, when investing is not around there at ALL. They then requested I leave and were just rude in general about everything. I do not recommend going here, please find somewhere else to talk to someone about your financial statements.

Jeron is a great financial advisor. He helped me with my Roth IRA. He answered all my questions…read morethroughly and isn't all business, he gets to know you. I'm glad I choose Jeron is be my financial advisor. I will recommend him to all my friends and family.

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.

This company is one I recommend They are very professional…read morewith their service and want the best for your interests. I'm glad to have them as my financial advisor I recommend this company

I've been with them for 6 years. Very professional, honest, thorough, patient. I am completely…read morecomfortable and secure with my retirement accounts being managed by Way Financial. Blessed to have found 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

Danielle is very knowledgeable and personable. Very helpful and respectful. She does an amazing job…read moreand is not afraid to tell you the truth and provide you feedback to better your financial future!

I needed some financial advice and they reached out to me. I partook in some financial sessions…read moreafter they analyzed everything that I owned. Coming from an accounting background I thought I mostly knew what I was doing with my own finances, but my eyes popped out of my socket after they gave me some new ideas such as comparing a house vs. apartment investment. I am very satisfied with the information I received. I would highly recommend them again for my future financial planning needs.

Don't waste your time and money with this institute. They told me, they'll fix my credit in 3…read moremonths, but took about 6 months or more to bring up my credit score from 550 to 555 and I paid them about $800, for the fees and more than $3000 on my credit cards which didn't get any improvement. After 6 months, he told me to pay another $4000 to get +5 credit score. Be aware of kind of scammers.

This guy is not legit. I ve worked with him on two occasions. The first occasion was great the…read moresecond occasion he stole from me. All he did was charge me 150 a month plus $21 for identity protection. I git no results and he never disputes anything. Avoid at all cost. Currently I'm suing him in court fir fraud.​