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

Nancy was a tremendous help, guiding me through the Medicare process. She was very patient,…read moreextremely knowledgeable, super friendly and she never pressured me. I highly, highly recommend her.

From the owner: I started my insurance business with Bankers Life Insurance where I served as a manager and trainer…read moreand in 2017 became an independent agent/broker, certified for Annuities, Long Term Care, and Medicare/AHIP. I specialize in Medicare Supplement and Medicare Advantage programs. As an independent broker I offer programs from various insurance carriers. I am licensed for Life and Health Insurance in California, Texas, Arizona, and Nevada.

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!!

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.

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.​

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!