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    Index Gurus

    5.0 (52 reviews)
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    Services - Index Gurus

    Investment management

    Tax planning

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    Page 1 of 2

    Ask the Community - Index Gurus

    Review Highlights - Index Gurus

    I've decided to have Faruk also manage my funds as I make the (now educated) leap into my retirement future.

    Mentioned in 51 reviews

    Read more highlights

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    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.

    Denisen Hartlove - Dudum Real Estate Group - Congratulations Jon and Jamie on your new home!!!

    Denisen Hartlove - Dudum Real Estate Group

    (91 reviews)

    I made my living buying homes and restoring them to rentals. We moved from Oregon and needed a home…read moreof our own when we moved to California because of my husband's health. I saw a house that Denisen listed and called on it. Immediately I realized this was an excellent Realtor. She knew the questions to ask me and was able to be available for great work. We no longer buy homes. But when I had a glitch in my own home and called for some advice she immediately came through. When we sell this home I am sure she will be our agent. She is knows the business, is smart and really does an outstanding job. I would recommend her to my friends also. It's a pleasure to work with her.

    Denisen Hartlove at Dudum Real Estate helped our family sell a property in Pittsburg/Bay Point, and…read moreoverall we had a positive experience working with her. She is knowledgeable about the local market, warm-natured in her approach, and committed to representing her clients' best interests. Denisen provided thoughtful guidance on pricing strategy, and she handled final negotiations confidently once the property had an offer. She was transparent throughout the process and helped us think through decisions in a clear way, which we really appreciated. There were moments when faster response times and more proactive follow-ups would have been helpful in our situation. I also will suggest she develop a broader set of house-prep resources to make the readiness phase of the sale easier for sellers like us. That said, Denisen ultimately delivered a successful offer within just 4 days of listing and remained steady and supportive throughout. We would recommend her to anyone looking for a knowledgeable and trustworthy agent in her area of service.

    Sabrina Julian Investment Services - Sabrina Julian logo

    Sabrina Julian Investment Services

    (2 reviews)

    I can't say enough good things about Sabrina. I had been managing our own investments for about 15…read moreyears when I met Sabrina. During that time I had seen our investments grow, but not as much as I thought they should. It was around 2001 that I met Sabrina and decided I would see what a professional could do us. We were amazed! For the first time I began to see steady, consist growth. The amount I was paying in fees was a small fraction of what we were seeing in growth. And during the recession, when others I knew were seeing their investments cut in half, we lost very little. And what we did loose, was more that made up for by 2010 To say Sabrina is a wonderful financial planner is an understatement. If you what to start seeing real gains in your investments, like we did, I highly recommend you give her a call and talk to her.

    Sabrina is simply a wonderful financial planner who has spent the better part of 15 years…read moreperfecting her craft. One of the most important things you will learn about Sabrina is that she actually manages your portfolio and watches out for your best interests. I have had financial planners in the past who never even bothered calling me during the course of a year. My wife and I have been with Sabrina since her early days and I can say from the bottom of my heart, she is awesome! Knowledgeable, friendly, caring and kind. You can't go wrong with choosing Sabrina Julian Investment Services.

    Fidelity Investments - Entrance

    Fidelity Investments

    (18 reviews)

    I reached out to Fidelity Investment in March 2022 to discuss options for moving my 401k, 401k…read moreRoth, & my pension from financial company I worked for 33 years, plus few dollars from a prior company of 15 years. I had talked with four financial advisors including Fidelity Investments over 3 month period while retired. I was impressed with David Woodworth and opinions he had suggested. Basically, I purchased an annuity through 'USSA' through Fidelity Investments, so I would receive monthly checks for rest of my life. Plus, my other monthly income includes: social security, rental properties and mineral rights. In addition, I left some 401k $$$ in my Fidelity Investment Accounts, giving Fidelity Investment the 'Okay' to manages these dollars. I have been asked repeatedly by friends / family how much do I pay Fidelity Investment, my response have been minimum. They all look at me with a confusing expression, then I tell them %% I've made over past 2 yrs, and they all quickly say, 'I Would Pay For Their Services.' At retirement everybody's finances are different, and I just wanted to share my positive experience with Fidelity Investment, Walnut Creek and especially a Big Thanks to Mr. Woodworth. ***** Stars *****

    This pertains only to the poor telephone service. I waited…read moreon hold for 23 minutes before giving up in high frustration. The robo recording kept saying how sorry it was that they were experienced a high call volume, blah blah blah. . However, 6 times during my wait I was connected to a ringing phone line-- that nobody answered, then the cycle of the robo voice began again. I made 2 more calls for a total of 3 in 2 hours, with the combined wait time almost 1 hour ! I understand everything is not instant but really, nobody to answer a waiting call for 20+ minutes ?? Unacceptable.

    Index Gurus - investing - Updated May 2026

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