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

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.

I would not recommend this company to anyone. Their response time to filing my taxes was poor at…read morebest. Plus their final billing was over double what they originally quoted. When questioned about the final bill they took the approach of "too bad, deal with it." Now I am stuck paying more than if I had gone with another firm. Below is an actual response from one of their partners, Albert Nunes, about my questioning their invoices. "Before I take on a new client I usually try to do a back ground check but I didn't. The sad part is I should have" Is this the type of company you want working for you? I would think twice before I use their services. They will treat you like superstars to get your business and in the end... you are nothing but a dollar sign to them.

I attempted to engage this firm to explore whether I thought they would be a good fit for me as…read morefinancial planners. I will say that I do think they are well-intentioned. I am unable to speak to the value of the services they provide, however, due to the excessive friction, poor communication, and ivory tower attitude that ultimately resulted in the cancellation of an introductory meeting. What's clear is that they are set in their ways. In my case, that resulted in poor communication and confusion. What's more, my attempts to clarify things were met with an attitude of superiority, unwillingness to recognize their part in the miscommunication, refusal to consider the validity of points I made, an overarching rude and unwarranted "preachy" tone, and ultimately inaction. They do not care what you think, they do not care to hear what you think. They believe in their own infallibility, any issues or confusion that may arise are you're fault. Deal with them yourself. I prefer clear, two-way communication in all things and certainly where your financial well-being is concerned. For those reasons and the many mentioned above I strongly recommend against engaging with this firm.

From the owner: Specializing in: - Financial Planning Consultants…read more- Investment Advisory Service - Investments - Financial Services - Financial Planners - Mutual Funds - Business Brokers - Investment Management - Business Management

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!

10/10 business. The staff here is great and will take care of you like old friends with very quick…read moreresponse time. The owner Brian cares about his clients and delivers excellent results at a reasonable price for this industry and area!

From the owner: Let our fully credentialed staff help you identify appropriate profit-sharing plans and 401(k)…read moreprograms that match your situation. Get a FREE consultation from Pension Management Consultants, Inc.

Ralph is knowledgeable about digital marketing and advertising. In just a short meeting, he…read moreradically increased my understanding of using Yelp for my business. He has a lot of energy and passion that he directs towards increasing your business visibility and the resulting success from capturing your audience's attention. After my meeting, I had a greater understanding of what I needed to do to drive business to my door and how to keep the customers coming back. Ralph's experience and technical know how allowed me to see my digital marketing in a whole new way.

Ralph is very knowledgeable and helpful on everything from Google to websites to Yelp, etc, helping…read morebusinesses get it together and look more professional. He offers great insights on how to improve on every level. If you're business is suffering or you just plain want more customers, he's your go-to to help your business go back to number one. Very friendly, responds quickly, and great to work with. Thank you Ralph for helping with the company I work for!