Valley Oak Wealth Management

I've just switched to Valley Oak from a different investment advisor office at a large company. I love how they pay attention to my total financial picture rather than only to what funds or stocks I have. They listen to my questions and try to do what I asked (unlike other places I have worked with before). They have checked over my insurance to make sure it is cost effective and has good enough coverage. Tim knows a lot about insurance and helped me find life insurance too.

Everyone working in the office is friendly and efficient. They make a great cappuccino too.

I have relied upon Tim and his team since before the were called Valley Oak. A co-worker from ILM suggested that I have them help with my financial planning. Many years later and I feel they have done a great job navigating the financial minefields of the past decades. They have stepped it up over the past years by hiring Scott and incorporating his analytic skills. Kareen is also one of the most friendly managers you will meet. I feel very comfortable recommending them to any friend.

I really appreciate the Forecast and Halftime meetings and the data that is compiled to help you understand their methodology.

The group at Valley Oak Wealth Management are so professional and caring. They run one heck of a great shop. It is a true team approach with a knowledgeable team.

I have consulted the office for over a year now and after working with over 500 offices in the financial services industry, this is a top team!