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.

Very knowledgeable and helpful! My husband and I appreciated his advice and excellent stewardship…read moreover our accounts. Sean's very easy to talk to and made us feel like we were part of the family!

From the owner: At Mason Street Wealth Management, we specialize in helping individuals and families plan for a…read moreconfident retirement and lifelong financial success. We take a holistic approach to financial planning and wealth management, ensuring your long-term goals are supported by a "solid financial foundation" and personalized strategies tailored to your unique needs. Comprehensive Retirement Planning / Personalized Financial Planning / Ongoing Wealth Management / Fiduciary-Driven Recommendations / Local, Trusted Guidance / Deep roots in the Central Valley with decades of experience helping clients achieve more secure retirements. Whether you’re entering retirement, building wealth, or transitioning life stages, we help you pursue financial peace of mind.

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.

Mr. Dodd has been handling the funds in my mother's trust for a couple of years, and I was so…read moreimpressed with his work, he now also handles my investments and retirement planning. Mr. Dodd is very knowledgeable, and he goes above and beyond to work with you so you can achieve your desired goals. I would highly recommend!

From the owner: Financial planningread more

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.

I found LPL Financial through Dave Ramsey's ELP referral…read more The good: They are friendly, professional, and very knowledgeable about investing. They are very straight-forward about what they charge, how they make money off you, etc. They know Ramsey's investing methods very well, and they will teach you anything you want to know about the investments you are making. They also make it easy to fund your investment accounts. They work well as a set-it-and-forget-it sort of deal; once you decide on what funds you will invest in, they will just make those same transactions each month and take their commission each time. The commission they take is not very high. The meh: They send you monthly e-mails about why you should keep investing in bad economic times. Their website is less than helpful, as it doesn't show you how much your investments are growing, nor does it allow you to compare your investments to S&P 500. It only shows that your account balance is going up (which it obviously is because you put more money into it each month). The bad: When you contact your financial adviser, it usually takes about a week to get back to you.

LPL financial is a crook ! When I transferred money out, they charged me $40 retirement fee before…read morethe end of year. Then They Charged me $120 transfer fee. It took me 13 months to transfer any money from them! I called 100 times throughout the year. They kept telling me this and that, just to avoid transfer my money out!!!!!!! Last year, the money was transferred from the poor Cathay Bank's financial advisor with Berlington fund which over 15 years lost 75% of the value to Prime Financial service then to Cetera financial then to LPL then to Cetera back and forth. By the time the account went to LPL, it was August 2019, that advisor Gabriel was told by me our mailing address, but Feb 2019, they said they did not know. I could not find if the money was in their company. They tried hard to eat up my money. What they did, they deduct $40 last December! I kept trying to transfer, every 2 to 3 weeks calling them, they kept delaying the procedure. Then finally they delayed to last quarter, now November, they are eligible to steal $40 again before the end of year! This is a crook company. No one there is a professional. I got different instructions every time I called. I kept filling forms ... IF I have a choice, I will sue them. There will be negative star rating -5!

Where to even begin with these guys? We approached them with some simple tax issues some time ago…read more It started out smooth, but quickly took a turn. They double charged or over charged for things that should have been included. Customer service was terrible. Worst of all, they failed to do the advantageous tax documentation that you would expect professionals to know how to do. Stay away!!

What an amazing firm! Very professional and they definitely know what they are doing. My…read moreprevious accountant had made so many mistakes I wish I come to the Garabedian group sooner. Dale & Aaron saved me thousands of dollars by taking a look at my old tax returns and finding all of the mistakes made by my previous accountant. When it comes to taxes don't mess around, get the best! Thank You!

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!

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.

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.