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    Dixon Financial Services

    5.0 (1 review)
    Open 5:00 am - 5:00 AM (Next day)

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    15 years ago

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    Mercer Advisors - Walnut Creek - Wealth Management Solutions by Mercer Advisors

    Mercer Advisors - Walnut Creek

    (76 reviews)

    My husband and I became clients at Dragon in 2011 and we met Alfred in 2013, in the midst of an…read moreout-of-state property sale (title in my name). The realtor was giving me grief about his fees during closing and this was my first big financial transaction. I was basically on the verge of tears when I called Alfred and he never flinched- we immediately got on a conference call with the realtor and Alfred didn't take any if's, and's, or but's. I don't think the realtor knew what hit him. We have absolutely trusted Alfred with anything and everything since that day and he's never disappointed. We trust him completely. He is absolutely 110% "invested" in our client-advisor relationship. He's really been a voice of calm and reason whenever we're tempted to make "emotional" financial decisions. It's hard talking money with a spouse, but Alfred knows how to talk to both of us and get us on the same page. It feels like a team and we feel lucky to have him on it! We'd highly recommend Alfred and Dragon to anyone ready to make some financial plans or has a pending financial decision, who wants someone with experience and who cares.

    My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time,…read moreMonday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate.

    JW Harrison Financial - Lodestar

    JW Harrison Financial - Lodestar

    (9 reviews)

    As a Customer Insights Researcher for a large financial services firm, I knew long ago that I fell…read moreinto that segment of people who needed help managing toward my financial goals - I just simply did not want to wade through all of the complexity of investing and take the time to learn everything necessary to make sound decisions. And so for TWO YEARS I interviewed prospective financial advisers but for a variety of reasons could never quite pull the trigger. That is, until I learned that Joe Harrison was forming his own financial advisory firm. Hallelujah! Finally, someone I could trust implicitly to act in my best interest and understand the complexity and uniqueness of my particular life context. Make an appointment with Joe and experience for yourself his deep knowledge of the financial services space and investing options coupled with his excellent listening skills. The result is a customized financial plan that will have both the right and left hemispheres of your brain buzzing with happiness. For me, overwhelm and anxiety is replaced with peace of mind and I am so happy that I found the right person, Joe Harrison, to help me achieve my financial goals.

    This review is very late, I actually thought I left one about a year ago. I am really happy I…read morefound Joe. After meeting with him for just 1 hour, we had a specific plan to take control of our financial future. He was engaging and had a ton of good ideas. Working with Joe was easy and absolutely worth it. I highly recommend him. Joe gave us a simple plan that helped us focus our financial resources which helped reduce our taxes and also provide for a more stable future.

    Aspire Planning Associates - Evor C. Vattuone, CFP®

    Aspire Planning Associates

    (8 reviews)

    My husband and I have been working with Evor and Johnny for 4 years now and couldn't be happier. We…read morefound them through a website that listed fee-only financial management firm. This appealed to us because we were looking to hire someone who would manage our investments according to what would be best for US, not where they would get the most commissions. I don't like dealing with accounting stuff and was dreading the process before our initial appointment, but they ended up making it fun for us, yes, FUN! We did some exercises that helped us define what kind of a life and future we wanted, where we saw ourselves and the process from there was pretty easy. Evor and Johnny exceeded our expectations as far as the services they provided. We were expecting someone to manage our accounts, but they went over our trust documents, disability insurance, taxes, and had great referrals to the best of people in all those areas. What I like most about working with Evor and Johnny is that they are very pleasant to deal with, easy to get ahold of and answer any questions you may have, personable, transparent, have high level of integrity, and truly care about your personal goals and future. I have been recommending them to friends and family and anyone looking for a trustworthy financial advisor.

    Evor's services are great! Read my story below:…read more I met Evor doing a small construction project at his home years ago. I found out what he did for a living and we ended up talking about my investments. I could tell immediatly he was on his game. I had a hodge podge group of investments new and old both, brokerage, IRAs, Roth's, etc. that just ended up in a box - unwatched. Even though I dreaded changing all the accounts over, Evor made the process seamless! He filled out ALL the forms, made all the calls, gave me my tax info, all I had to do was sign the forms... Now I have the peace that he is taking care and watching my investments. He emails or calls me when he feels we should move money from one sector to the next, sends out an informative news letter AND I now get all my investment info in one nice package that is easy to understand. To top it off the fees he charges are very resonable. I would highly recommend his services.

    Samantha N Dinh, CFP - Paragon Financial Planning - Samantha N. Dinh CFP®

    Samantha N Dinh, CFP - Paragon Financial Planning

    (54 reviews)

    I have been a client for about 16 years. Last week I had my annual portfolio review along with an…read moreextremely detailed financial view of what my family's future looks like. I have always been extremely grateful to Samantha and Sandy for their guidance but this week I have reflected even more on what a gift they have been to my family. My husband and I are both 57 with one child in high school. Slow and steady we built a secure financial future. We simply could not have done it without her exemplary advice and encouragement. Not only is Samantha uniquely talented in the realm of full scope financial planning and investment strategies, she is also a wonderful person. By becoming her client you will have an ethical, compassionate, and extremely talented ally that will help you reach your financial goals. You can build a future for yourself and your children that is bright, hopeful, and full of freedom. As the years go by and you watch the outcome of Samantha's guidance you will be overcome with the gratefulness that I feel right now. For a middle class family to build wealth takes discipline and patience, but it can be done. If I can do it you can too.

    Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

    Mosher Financial Advisors

    Mosher Financial Advisors

    (2 reviews)

    Four years ago, I was living in San Francisco, and I had sold my first shares of stock that I had…read morereceived from working at a "hot" startup that everyone on Yelp would be familiar with ;) At that point in my life, I was a 20-something living in San Francisco, and I didn't know where to begin. I wanted to start saving and investing my money, but I didn't have any solid referrals for companies or individuals. After doing some digging, I found several financial planners, but I owned nowhere near the outrageous portfolio that many companies preferred to work with (sometimes, upwards of $1m)! Coincidentally, one of M&E's long-time clients worked with my mother and had passed along their information. I contacted Mosher & Ellis, and was immediately greeted by Barb, who passed my information along to my (current) advisor, William Tom. At the time that I reached out to Mosher & Ellis, I was overwhelmed and nervous. I knew that my portfolio was much smaller than the ones they were used to managing, and I was sure that I was one of their younger (less experienced) clients. I was worried that I wouldn't be taken seriously, and I didn't know if I would receive the same quality of service that their "higher net worth" clients received. From the first day I walked into their office, I have always been treated with respect, and encouraged to continue saving and planning. William is supportive, and always willing to explain things to me if I ever have any questions. Fast forward, my understanding of financial planning has transformed, completely. I've even moved across the country, and at this point, I plan on being a customer for life - regardless of where I'm living. Thanks to Mosher & Ellis, I have grown my portfolio considerably, and I am proud of my financial decisions. Financial planning and advising is a sensitive topic, so I never bring it up, but if friends or family ever ask me for referrals, I always send them directly to Mosher & Ellis.

    25 years ago, a friend asked me about my retirement plans. With a quizzical look, I replied,…read more"well, I'm just going to keep working." Thankfully that friend recommended Mosher Financial Advisors which proved to be the blessing of my life. Now at 76, I'm living a comfortable retirement in Hawaii and thanking Jerry Mosher and his competent staff for their care and guidance all the past 25 years. At first, I couldn't even sit in a meeting for 15 minutes before I reached overwhelm. With each succeeding meeting over the years I have been educated and guided. And, as a new business consultant in the early 90's I had to start saving in order to catch up for all the years of "saving the world" - wonderful work, but no money. So, living in San Jose, CA, I was at the right place at the right time, and grew my business as the Valley continued to grow. Even though I was making "good money," I had to save. MFA created a plan for me, and I worked the plan. I worked and saved for 10 years. And, I did it! When my mom asked me to come home to care for her at age 94, I was able to say YES and we spent 6 wonderful years together. I wasn't worried and scared. I now can volunteer and travel, and say YES to friends requests to meet for a movie and dinner. I look forward to my annual reviews with the team and know I can always ask for help and within minutes (really), I get the response I need. Mahalo to MFA for providing me with the peace and security I have. I am forever grateful and continue laud your team to others. Patricia Johnson

    Dixon Financial Services - financialadvising - Updated May 2026

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