Panoramic Financial Advice has been a true blessing . My husband and I who work in the healthcare…read moreindustry found ourselves lost in the finance world, which to many may be a daunting experience unless it's within one's expertise. Working with Devin our financial advisor and team was the best decision we could have made for ourselves. Through our meetings and the knowledge that we've gained, we feel so much more comfortable in knowing that we are working towards our financial goals and are on the right path. Devin and Panoramic Financial Advice offer us a safe space to really put a mirror in front of our current status and be able to work forward from there without any judgement. Devin is able to provide us a thorough review and truly helps us feel like we're a team working towards our financial goals under his coaching/guidance. We never feel pressured during our discussions and personable approach just puts us at ease. We were able to learn how to maximize accounts, investments and really make our hard earned money work for us. Panoramic Financial Advice is clearly a group of people who are passionate about what they do. They provide supplemental reads/discuss our future goals/asks us to take assessments to really help them and help us be informed about what we want and what we're working towards. Im delighted to share they have excellent communication, organization, patience and security with our information. They foster a collaborative approach and truly does follow up on both tasks given and requested. Lastly, in our biannual reviews, we were able to see our great progress consistently in the past few years. Devin, helps keeps us accountable with our discussions and most importantly celebrates and shares in excitement our wins together which adds a nice personal touch to our financial journey. It's been amazing so far and I would highly recommend to others! Thank you guys. Real game changer!

It's definitely nice to know there's someone I can trust for financial guidance. They're good,…read moregenuine people and provide quality service. We've been with them for maybe 8 years now and appreciate all their help.

Bill and his team are brilliant. , knowledgeable, professional, personable, and easy to work with…read more Hubby and I trust Bill and team 100% with our personal and business tax work as well as financial management. He and his team are quick to respond, they do stellar work, and they work with the highest of integrity. Outstanding work ethic. Responsive and available. Knowledgeable, professional, personable, thorough, and easy to work with. We've never been disappointed. Can't ever see trusting anyone else with our finances. Thank you, Bill, Michelle, Marsha, and all other team members. Roeser Accountancy is second to none. I especially appreciate that Bill's firm is privately owned and operated. I'm not fond of Fresno firms selling out to large, impersonal corporations that pretty much ensure the demise of quality of service.

I have used Roeser Accountancy Corporation for close to 30 years. It is comforting to know…read morewhatever my tax outcome may be I feel Bill and his staff genuinely have my best interest. I have never had any issues with the firm. They have always gone above and beyond my expectations. This year I had several hiccups between the IRS and my 401(k) firm. Ray with Roeser Accountancy worked very diligently and with extreme speed and precision to remedy the issues.

Carl DeJong has been taking care of our financial planning for 20 years. He understands our needs…read moreand steers us to make investments that fit our comfort level. Never pushy, always empathetic. Thanks for getting us through this past painful recession.

I recently met with Carl DeJong regarding my investments. Besides being genuinely nice and easy to…read moretalk to, he was very practical, sensible, honest and helpful. He really had my best interest in mind and he was very sensible and pragmatic about the economy and market conditions. He is also very reliable when it comes to returning phone calls and he is mindful of when it's convenient for you. I highly recommend Carl to take great care in managing your investments.

Ray is a pro. I found him personable and easy going. He likes to explain things in ways you can put…read moreyourself in the scenario. I was worried about retiring and did not think I could pull off my plans of early retirement successfully. Ray showed me I could and put together a plan I felt confident about. I'm working the plan and will be on the open road soon. I really like the financial tools he provides so I can make adjustments if necessary. Especially with inflation now a bigger factor. He is a good guy to help you put your ducks in a row. I am grateful that we have LTC insurance that I set up in my 30's. It is our saving grace with the inflation rider.

Worked with Brandon Linker who was super knowledgeable about how to manage extended nursing care…read morecosts for my father. He was patient, professional, and they delivered everything promised and more. I highly recommend these guys if you are faced with this situation.

The Planning Center is the best place to take your hard earned money and invest for your future…read more John and his staff are some of the best in the business. From the moment you walk in the staff make you feel like they have know you all of your life. They never try to talk above your head with big financial terms and jargon, they really walk you through the process in a way you can understand. You don't have to have thousands of dollars to invest John treats everyone the same. They offer many financial services to help you in short, long term, and everyday investing. You will find that you should have never been nervous about investing and wish you would have found The Planning Center years ago. If there was one company I would recommend above any other this is it. You can thank me later after you meet with John and begin investing.

Joanna has been very helpful from start to finish. She has been a blessing to my family and I. Her…read moreand her team are there to answer any questions we had. We looked around at other management companies but we're always met with hassles. Here at Venture, the process was straightforward and easy. I would HIGHLY recommend Venture. Great people, doing great work.

Very good service! Very understanding and provides detailed explanation to questions I have as a…read moretenant.

Terrible, terrible service! Avoid at all costs!…read more I went into the local office last year to ask for help moving some money around because I wanted to make sure I was doing things correctly when it came time for taxes. I was advised to do things a certain way and when I asked, "Wait, won't that cause me to incur a penalty?" they said "Oh, great question! no, you'll be fine" Well, now it's tax time, and guess who's facing penalties? Yep, me! I've tried calling the office and my concerns were shrugged off, "Well, I guess you'll just have to pay it then..." ARGH. Fortunately for me, my tax moves were small ones so this is a *cheap* lesson to learn, but the fact that they got such a simple tax question so completely wrong is just unbelievable. I called corporate, which did what it could to make things right, but once these tax moves are made, there's nothing you can do to "undo" them. I've called the Fresno office several times to try to speak with the branch's upper management, but they won't return my calls. Be extremely careful when working with this office! Their advice is careless, and when a mistake happens, you're on your own. I'll be taking my money elsewhere. This is too important for mistakes and misinformation like this.

Warning for you : Imagine not having access to your account , draw money out , lose ability to buy…read moreor sell stocks while they hold your money , not know why it's happening , no client phone number for verification team and going in person to the bank with drivers license does absolutely nothing to verify your identity ....they still hold your money. I get the need for security but the way it's handled and the time involved is ridiculous. Very hard to reach branch but WORSE ...I would never stick money in here again if there was a chance I'd need it or want to to have access to know or see my balances on my stocks, checking account, or ability to buy and sell as the market changes. ! Even going in the branch does nothing. I get no information and apparently it could take a week or more for any answers ...while all this time I have zero access to any of my accounts or info on them or even why it happened. I've lost confidence in CS and you need to be warned !!

Wonderful counselors/financial advisors who really work hard to know you and your family. I trust…read morethem with our finances.

From the owner: The associates of Thiesen Dueker Financial Consulting Group offer Wall Street experience and…read moreopportunities from an independent, locally owned company in Fresno, CA and the surrounding areas. That means we are free to offer the investment and wealth management opportunities that are right for you, not just a menu of products someone wants to sell you. Thiesen Dueker's owners, associates and staff members live right here in California. So when you invest with Thiesen Dueker, we contribute our time and resources to the things that matter right here in the communities we serve. You've got a choice to make. And you've got great options. Visit our website or give us a call today to learn more!

I have had my retirement plan and personal assets managed by Whelan Financial since 2006…read more Previously, I was attempting to manage my investments by myself, but I believe that having this firm manage my assets was the best decision I've made. My financial planner in the firm is Vincent Whelan; however, on several occasions, I have also met with other certified financial planners including Portia White, Stephan Detweiler, and Taylor Whelan. For the last 15 years, I have elected to have quarterly in-person meetings with the financial planners and front office staff because everyone is pleasant, friendly, and personable. All advisors in the office are respectful, trustworthy, and highly skilled at what they do. The investment committee, which includes all of the financial planners, meet and decide the funds they want to include or exclude for their clients. The firm meticulously follows the rules and regulations of their clients' retirement plans. All these years, I have never felt uncomfortable at any time about any recommendations or decisions they make. I feel as if they manage clients' money as if it's their own. I've been very happy with my return on investments based on my personal risk tolerance. I also appreciate the transparency and thorough explanations with any changes made to the investments. Overall, I have been very impressed by the attention to details with every aspect of the money management these financial planners provide. My portfolio is fully diversified and my assets are managed with discipline. The focus also is not only on return on the investment based on the risk tolerance of the client, but also on managing the expenses of the clients. From time to time, at my request, they have also reviewed and made recommendations on the 401-k and HSA portfolio with my current employer free of charge. I have been so impressed by their vast knowledge and skill of asset management, along with their friendly, personable approach that I have recommended this firm to my family members and friends.

My experience with Whelan Financial has been second to none. Portia White has been my personal…read moreadvisor for nearly a decade and has done exceptional work with my portfolio in terms of growth and managing risk. Portia clearly has a passion for her career and does a thorough job relating to me in terms I can understand. She is open to my bringing investment ideas to the table and walks me through all the risks and benefits, guiding me, and supporting me in the decision process. She is always incredibly friendly and professional and I greatly enjoy our interactions together. In addition, the attention to detail, convenient scheduling and exceptional customer service at the firm is unparalleled. I have never had to wait more than one business day for a reply to a question or a request for a last-minute wire transfer. My past experience with advisors had left me feeling rushed and at times bullied into investments that were not in my best interest. It is clear that Portia is always focused on what is best for my total financial health and has never offered me products or services that would merely benefit her bottom line. Working with someone with such integrity has left me with an optimistic outlook for my retirement planning and current finances.