Impact Financial Advisors - Davis, California

Impact Financial Advisors is a reputable financial planning company located at Address: 712 5th St Suite A, Davis, CA 95616, United States. With the phone number 8557287285 and the website impactfinancialadvisors.com, they specialize in providing financial planning services.

Specialties and Additional Information

• Financial planner
• Identifies as Latino-owned
• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Appointment required
• Appointments recommended

Reviews and Average Opinion

The company has received 13 reviews on Google My Business, with an impressive average rating of 4.7/5. Some highlights from these reviews include:

Paul is so helpful with managing my parent's trust and retirement accounts. I couldn't manage it financially without his help. He makes it so easy to understand the complexities of the financial decisions I have to make for my parents as I navigate the stage of life they're in. I highly recommend him.

Overall, Impact Financial Advisors is a reliable and professional financial planning service that caters to a variety of needs and offers essential amenities for all clients, including those with mobility requirements.

👍 Reviews of Impact Financial Advisors

Flora L.

5/5

Paul is so helpful with managing my parent’s trust and retirement accounts. I couldn’t manage it financially without his help. He makes it so easy to understand the complexities of the financial decisions I have to make for my parents as I navigate the stage of life they’re in. I highly recommend him.

Jessica L.

5/5

I didn't know much about life insurance since it wasn't something that my parents taught us. When I got a stable job, my uncles encouraged me and I reached out to Thomas May. He was very knowledgeable, friendly, and responsive. I ended up telling all my siblings to go to him, so he's basically looking out for me and my siblings. His experience and help made a big difference. Eventually, I'll need to have a chat with Thomas on retirement, but that's in the future. Overall, I highly recommended.

Sean T.

5/5

Been working with Paul for some time and additionally now with Thomas, we had a great meeting today. I left with a clear understanding of our financial portfolio and a stronger plan for our future which gives us great confidence.
In addition, we have seen gains in our portfolio in a short span of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.

Girlie M.

5/5

Impact Financial Advisors were very helpful. As someone new to understanding IRA, Paul Romo and his team explained my options thoroughly and was friendly and helpful throughout the whole process. They provide excellent service with a personal touch. They are prompt, knowledgeable, responsive to your calls and emails. Appreciate that they are also concerned for my grown children in building their future. Thank you Impact Financial for taking such great care of me and my family. I highly recommend their services.

Keith H.

5/5

These guys are fantastic! Paul Romo has been my advisor for over 15 years and has helped me through to success in many situations over the course of my career. Thomas May is absolutely the expert you need to consult with for Long Term Care policies. Both are highly recommended!

DREW S.

5/5

Impact Financial Advisors has been nothing but great to us. My wife and I have known we need some help/ guidance with our retirement plan full finical stability as well as create a working path for generation wealth. What works for everyone is different and everyone's plan is very unique to them and their situation. We have been and will continue to work with Thomas, he is very detailed and communitive. He has and continues to be a great asset for us, and our ever changing road map of life.
Have recommended and will again, to anyone looking for help.

Louis D.

5/5

Thomas May was recommended to me by a coworker and he was extremely helpful at teaching me about and helping me find disability and life insurance. He was quick to respond to my questions and was great at keeping me updated and on track throughout the process. I would highly recommend!

Art K.

5/5

I worked with Thomas May and it was an absolute pleasure dealing with someone so professional. Very knowledgeable, friendly, precise in his communication, responsive and helpful without ever being insistent. His experience and help made a big difference. Highly recommended.