We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

Stocks, Mutual Funds, retirement funds, IRAs, good God there's lots to know. If you put money…read moretoward retirement, can you also put money toward your spouses retirement ? What are my responsibilities to my employees if I set up a retirement fund for myself ? Well, these folks know. During trying financial times they've stayed the course, calmly taken my panicked calls and to set limits and boundaries so my money is safe. I started really saving for retirement later in life and these folks have been the guidance I need.

Miste and Steve continue to amaze! The person care they put into each of their clients is beyond…read morewhat is required. They care not only about my money, but about me as a person. Yes they are phenomenal at growing my retirement, but they also make sure I am living my best life! Throughout this process they have become more than my business manager- I am proud to call them friends.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

I am so impressed with the owner, Rob, who takes the time to listen and offer excellent investment…read moreadvice.

Rob and his staff are very professional with their service and advice. They have handled our…read moreaccounts for over 10 years.

My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.

Ryan handles all of our 401k accounts for the business. The…read moreplatform is very easy to use for changing contributions and even the allocation of the investments. He is always a fast response to an email or phone call away with any questions.

Great meeting with Ryan discussing ideas moving forward after a big life change. I had a good plan…read morebut was delighted to get more ideas and options along with several introductions. Nothing like peace of mind. What the folks are saying in reviews about Ryan's likeability: they are 100% correct. Pleasure to meet with him. Recommend for anyone at any stage in life for help in figuring out things that are often way too complex.

Janet and her office assistant, Cameo, continually give my wife and I the best financial guidance…read moreand aid in filling taxes that I have ever experienced! I trust them implicitly!

From the owner: Certified Financial Planner & Enrolled Agent with over 30 Years Experience. Securities Through…read moreCrown Capital Securities, L.P. - Member FINRA/SIPC

Very friendly and helpful atmosphere.. Very responsive and easy to talk to and always answered…read morephone during business hours for questions and help. Highly recommend them!

Very professional office and beautiful decor our CPA is brilliant and knowledgeable Really happy…read morewith our new cpa

We have known Torrey for many years and it was natural to turn to him when we received an…read moreinheritance a couple of years ago. We knew, from friends and colleagues, that Torrey was a consummate professional. Now that we are working with him first hand, we feel so comfortable with the way he explains the various options available to us to meet our goals, both short- and long-term. And we are really impressed with how well he manages our investments. I mean, there is a definite "WOW" factor here. We also enjoy working with Tina in his office; she is friendly and has been very helpful on the administrative side. This is a team you definitely want working with you on your investments!!!

We have been with Torrey for years now. We trust in him and Edward Jones to keep our future secure…read more We get updates and information on what is new and opportunities to explore if we wish. Thanks Torrey for the great service hoping for many more.

We hired Tina for a full day women's retreat. She responded promptly, was reasonably priced, and…read morecame very prepared. Our group's goal was to get to know each other on a deeper level. Tina gave our group the tools and prompts to recognize and acknowledge our differences and to find strength and value in each others experiences. Our group walked away from our retreat with a deeper understanding of each other and ourselves. Her strong and compassionate demeanor really helped us all open up in ways we hadn't before. I was very impressed.

Tina rocks! Working with her over the past few months has been incredibly pleasant and…read moretransformative. Through our conversations, we were able to get down to the root of my entrepreneurial challenges, objectively weigh my options for getting past them, and identify a clear path forward. Today I'm less overwhelmed, more productive, and my business is thriving as a result. If you're a business owner or entrepreneur in the Lake Tahoe area looking to make some major improvements in your life, I highly recommend reaching out to Tina. Your mind, body, and soul will all thank you for it, and so will your business!