Jason is a great resource if you are looking for someone to help you with your Rollovers, IRA's,…read moreOld annuities, and 529 education accounts for your children and grandchildren. Let Jason know if you need a retirement account for yourself, or your employees. Thanks Jason, Ranee P.

Jason is a great easygoing guy. He has great advice on how to make your money work for you. I'm…read moreglad I met him.

This place is amazing!!! Love the folks that have invested their time in the business and take…read morecare of all your needs. It feels like you are family and they take care of your investments! The warm cookies aren't bad either!

From the owner: We aim to help people just like YOU retire with confidence every day!read more

Painless - is the term I use to describe my experience with Tim Riley & Associates in Redding, CA…read more I was referred by dear friends and super grateful. Tim is such a personable and knowledgeable tax professional; he and his friendly and efficient staff made my 2017 taxes painless, not usually the term that one uses when it comes to tax time.

Read the Manta review by Mark Warnock. It says it all about the character of T. Riley…read more "I highly do NOT recommend Tim Riley as a broker for your money ! My wife and I went with him out of the yellow pages and we have been sorry ever since then. Our initial mtng. w/ Tim was to discuss possible investment vehicles for a substantial 401k transfer. The 2nd mtng. we find out he already put in all of it in funds we didn't authorize. When we tried to get him to put it all back in a money mkt. acct. he wouldn't do it. He wouldn't call us, email or communicate. Now we may have to go to court to get the funds back. Invest here at your own risk !"

Scott is a wonderful advisor. He has always taken care my finances in a way that has enabled me to…read morefeel secure and confident in my future. He is kind and patient and I recommend him to anyone looking for guidance.

Wonderful advisor, calm and intelligent. I trust him completely to get me to my retirement goals.read more

Tiffany and her staff, especially her Senior Office Administrator, Stephanie have been such a…read morepleasure to work with. My mom passed away in April and I had no idea what to do with her investments. They have spent several hours on the phone with me and even conferencing in the other financial professionals involved with my mom's estate so that I can be better educated and make sound decisions on my retirement plan.

From the owner: I believe financial investing is very personal. Everyone has individual ideas of what they hope to…read moreachieve in the future and in their lives. My job is to understand what is important to you, where your comfort zone lies to achieve your goals, and how I can help your overall financial picture. Then we will work together over time to help you stay on track. Edward Jones is a nearly hundred-year-old company with an established process to help clients achieve their financial goals. My Redding, CA office serves clients across the state and country. The first point of contact for our clients is my Branch Office Administrator, Stephanie Walker, who has 21 years in the financial industry. With a Series 7 registration, she has the experience and knowledge to competently assist, and a warm and friendly personality that our clients love.

We had been with Wells Fargo Advisors for many years. When our Financial Advisor left WF, we did…read moretoo. Now I am trying to do our tax return. The year end download into Turbo Tax is not available as the account is closed. This download should be available until 4/15. IF you need to move your money, leave $.02 in the accounts so that you can download the tax information. I will never put another cent at WF.

Do not use them for your investments. Poor customer service. A supposed full service account,…read morethat I had not talked to my advisor in years, that they let rack up over $400 in fees without ever sending out an invoice or making a phone call. 3 years between attempted contact. Would not have realized what was going on until I finally got smart and moved my money. That took over 2 months to complete. And find out then that there were extra fees. Now that there has been an issue with moving my account the advisor is blowing up my phone "making sure I understand". Finally getting down to the finish line in sight I find out that there could be ANOTHER $125 fee to terminate my account.

Mike came through on getting us a refund on a sold house. We thought it was paid through escrow…read morebut it was not and Mike found it. Thank you so much Mike. He assured me we would receive it yet I had doubt because of the insurance company, not Mike. Not only was he able to get us the refund, it was in our hands in about 10 days. It was not a lot of money, $845, but it does cover a quick trip to Vegas, Thank you Mike. Cheers!

if I could give 0 stars if I could. They never answer their phone. They never call you back. Their…read moreA-I is a joke.