5 /5 Karen: I highly recommend Strong Financial Network, in Lakeport, CA, with their broad base of financial knowledge, for advice on finances and as a safe place to invest. Jennifer Strong, who began the company some decades ago, is beloved in the community, and she and her company has helped so many families grow their nest eggs, throughout more than one generation.
When I retired from Sutter Pacific Medical in October of 2022, Jennifer helped me move my retirement and 401k accounts into appropriate accounts for my present and future needs. She explained pros and cons and how it all worked, and helped me decide upon the best way to go.
Her son, Gabe Strong, has been my and my husband’s financial advisor for about a year and a half now. The area of finances is NOT my best area. I am not well informed, do not think well with it, and definitely do not have the “big picture”. Earlier this year, when I realized that I was confused about the account statements, Gabe invited me in for a meeting. He explained the documents with patience and in a way I could understand. I found out that the accounts were doing even better than I’d known.
Recently, I needed help with advice on what to do with our money in anticipation of a big change. Again, I was invited in for a meeting (no charge for these meetings, by the way!).
Gabe not only helped me see how my invested money played into our decisions, but also gave me some great “bigger picture” ideas, that I would not have thought of myself.
All was explained clearly and it opened up worlds of knowledge for me.
Importantly, I know that Gabe and Strong Financial have our best interests in mind, and are THERE FOR US whenever we need financial assistance and advice.
We can make informed decisions with confidence! What a huge weight off of our minds, to have assistance in this often confusing area. I wouldn’t consider going anywhere else!
