These guys have been handling our finances for the last 8years. My portfolio has been steadily…read moreincreasing. They are top notch and know their stuff. Very professional, smart, honest and trust worthy. I feel very confident that my retirement is well planned. I highly recommend this firm.

From the owner: Wealth Managementread more

Randall Stone has gone to bat for me time and again regarding personal financial concerns,…read morequestions, and stuff I plain did not know what to do with. Randall's trustworthy, bright, and he knows his field. Despite an incredibly busy schedule, he always made time for me, was/is consistently professional and friendly, and I never worried that I was receiving questionable advice. It helps that I know Randall is genuinely concerned about our community, especially those facing harsh struggles. That is, he's one of the good ones. I wouldn't hesitate to use him again for financial consultation should I find myself in need.

From the owner: Randall Stone Financial Planning & Real Estate works with individuals and businesses to help them…read morein selecting appropriate investments designed to meet their portfolio objectives, such as retirement and estate planning, saving for education expenses, or planning for specific needs such as real estate investments, tax deferment or tax reduction. Randall Stone specializes in options and covered calls for income investors.

Altum is the best…read more My wife and I are both retired and moved to the Chico area about a decade ago. We lived in SF for over 40 years and had a tremendous financial advisor. But then he died and we thought finding a highly professional firm in Chico might be tough. We were wrong. Steve and Miste Cladakis own and run Altum. They are highly professional, focus on fulfilling our goals, have high integrity (very important to both of us because of a few bad experiences long ago) and have excellent people skills. They also always make time for us if we need something quickly over the phone. They make themselves available. They have gone the extra mile in making certain that we are matching our needs and financial requirements with our resources. We meet reguarly to discuss our current status and the balanced investments that they recommend for us. Their presentation reports are clear and comprehensive. They are very good at giving us a snapshot of where we stand plus some future direction to insure that are investments are produtive but not too risky. I cannot think of a weakness in their service and performance. Both Bernice and I feel fortunate to find a company that is so professional so close to home. We can live our retirement and travels without concern about our financial resources

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.

STAY AWAY from this brokerage and all like it. They exist to rip you off. Open an account at…read moreVanguard or Fidelity or Schwab and do it yourself and keep the fees. Google "if you can" by William Bernstein and read the PDF. I just closed my account with them and got charged $135 to do so. They said it was $40 for an annual fee (which I just paid in May) and a $95 account closing fee. What a joke. Again, STAY AWAY.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

We moved our account to Red Rock Financial after using several other investment managers over the…read moreyears and this office is clearly the best we have ever been with. They have good research, excellent service, and listen well.

From the owner: We are an independent firm built on the foundation of objective professional advice. The…read moreindependent advice our advisors deliver has one mandate: to always be in our client's best interest. Our unique ensemble practice is one in which our financial professionals work in a team environment. This model encourages each member to specialize in their own areas of expertise. With both male and female financial consultants ranging in ages and backgrounds, these distinct perspectives add up to a more comprehensive, nimble and proactive relationship for you.

My wife and I went to Embrace and met with Kim and Ariella just to get an idea of what we are doing…read moreright and/or could do better in managing our money. Kim was very welcoming and her approach was calming and allowed for us to feel comfortable asking questions. Embrace is in the Stoble Workplace so she treated us to a complimentary Stoble Coffee order. It was a really good experience. I definitely recommend to anyone that is considering looking into Wealth Management and might be intimidated taking the first step. You won't be disappointed in reaching out to Kim and Ariella. Oh, and it was the day before my birthday, and she had a birthday gift waiting for me!!

From the owner: Embrace Wealth Management empowers Women in STEM and Retirees to grow and protect wealth while…read moreminimizing lifetime taxes. Based in Chico, CA, we offer financial planning, retirement, tax, and estate strategies nationwide. Our Fiduciary CFPs provide tailored guidance. Income Analysis – Evaluate earnings and create stability. Expense Tracking – Clarify budgets and manage spending. Investment Strategy – Pursue growth and manage risk. Debt Management – Cut interest and optimize credit. Savings Goals – Target life events with proven strategies. Insurance Planning – Protect assets with tailored coverage. Retirement Planning – Enjoy tax-efficient income strategies. Tax Planning – Reduce liabilities and find deductions. Estate Planning – Preserve wealth with wills and trusts.

This company is completely thorough and dedicated to assisting you through the nightmare of taxes!…read more We drive an hour to see them every year because it is worth it. We also appreciate that they get to know us individually so they can understand how our past, present and future may be affected by taxes--this has helped guide us in some of our financial decisions. Our money and time is well spent here due to their 30+ years of knowledge and service.

Jon is professional, clean, neat, punctual, courteous, along with his office staff . These are…read morethings we want when dealing with an accountant.

I can't say enough great things about John and the entire staff at Butte Tax Office. From the…read moremoment I walked in, they made the whole process smooth and stress-free. John was incredibly knowledgeable, patient, and thorough. He took the time to explain everything in plain language and made sure I understood each step. It's clear he genuinely cares about helping people--not just getting the job done. The rest of the team was just as friendly and professional. You can tell they work well together and truly value their clients. Whether you have a simple return or a more complex situation, this is the place to go. Highly recommend Butte Tax Office if you want expert service!