Keywords: establishment,finance,insurance_agency,point_of_interest

Valley Oak Wealth Management - Novato (CA)

Address: 🏡 2 Ranch Dr, Novato, CA 94945

Phone : +1 (415) 898-4439

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJAzK3oGW7hYARpBJH3RkrDBk

Where is Valley Oak Wealth Management 🏡?
2 Ranch Dr, Novato, CA 94945
What is the phone number Valley Oak Wealth Management 📱?
(415) 898-4439
What Clients Are Saying about Valley Oak Wealth Management (on GG)

5 /5 Jerry Pascoe: My wife and I have worked with Tim at Valley Oak for several years now. We really appreciate his in depth knowledge and ability to explain the complexities of investments and provide valuable advice that has helped us plan well for retirement. We highly recommend Tim and his team!

5 /5 Barry Beringer: We have been with Tim since the mid 1990s and we feel like we have grown as Tims business has grown. We love Tims down to earth character where you feel like part of a family. Its not all just strictly business. They are prompt at getting back to you if you have questions. Tim has regular reviews to check in on how your money is doing as well as any changes going on in your life. He also has half time meetings with all his clients with guest speakers on how the economy is doing and what you can expect in the future. We have learned a great deal going to these. He evaluates what your stress level is and invests accordingly. We are extremely happy with Tim and his wonderful staff at Valley Oak Wealth Management and highly recommend them.

5 /5 Ann Donovan: If you are looking for someone you can trust to manage your wealth, to keep you informed and to guide you in financial decisions, Valley Oak is for you. You can ask any questions without feeling embarrassed; you will be treated with utmost respect. The team is excellent and charming!

5 /5 Katy Prisco: I recently had the pleasure of working with Valley Oak Wealth Management team. After 25 years, i decided to consolidate my retirement plans in preparation for retirement. They made the process so simple, They worked with my current retirement plans to prepare and rollover the funds. I had been initially working with Tim, and he explained and outlined the process, he gathered my information and went over my investment opportunities and, how to make the most of my retirement savings now and in the future. He was very knowledgeable and had me make a few changes to get the biggest benefit from my money and even helped guide me through Insurance options. Later, when I was ready to make the changes, I called and Tim was not available, so I spoke to Will, he was up-to-date on my file and together we completed the process. I was impressed that although Tim was not available, that someone was there to step right in without missing a beat. Any time I called the office, they were very responsive and answered the call right away or got right back to me, and everyone I spoke with was very courteous and professional. I give Valley Oak Wealth Management in Novato, CA my highest recommendation.

5 /5 Ranjit Lovell: We have dealt with Valley Oak Wealth Management since 2008. Tim Russell and his staff provided excellent service to manage our investment and retirement accounts. The accounts were diversified to suit our current and long-term goals. The annual returns have been to our expectations and we hope to continue working with the Valley Oak Wealth Management Team.
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJAzK3oGW7hYARpBJH3RkrDBk

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