Valley Oak Wealth Management - Novato, California

Valley Oak Wealth Management: A Comprehensive Overview

Valley Oak Wealth Management, located at 2 Ranch Dr, Novato, CA 94945, United States, is a well-established financial services firm that specializes in financial planning, banking and finance, and insurance agency services. Established with a vision to provide personalized and comprehensive financial solutions to their clients, Valley Oak Wealth Management has been serving the community with dedication and expertise.

Specialties and Services Offered

• Financial planner
• Banking and finance
• Insurance agency

Accessibility and Additional Facilities

Valley Oak Wealth Management ensures that their services are accessible to all. They offer wheelchair-accessible parking, entrance, and toilet facilities, making it convenient for clients with mobility issues to access their services.

Appointment Process

For a seamless experience, Valley Oak Wealth Management recommends scheduling an appointment in advance. However, walk-ins are also accommodated based on availability.

Client Reviews and Testimonials

With an impressive 5/5 average rating based on 13 reviews on Google My Business, Valley Oak Wealth Management has earned a stellar reputation among its clients. One satisfied customer, who has been associated with the firm since 2008, praises the team led by Tim Russell for their excellent service in managing investment and retirement accounts. The client appreciates how their accounts were diversified to align with their current and long-term goals, resulting in annual returns that met their expectations. This positive feedback highlights the firm's commitment to delivering customized, high-quality financial solutions.

Why Choose Valley Oak Wealth Management

1. Impeccable track record of providing exceptional financial planning, banking, and insurance services.
2. Personalized approach to understanding and meeting the unique financial needs of each client.
3. Accessible facilities for clients with mobility issues, ensuring equal access to their services.

Final Recommendation

If you are seeking a reliable and professional financial services provider, Valley Oak Wealth Management is definitely worth considering. With their commitment to personalized service, expert advice, and a strong track record of client satisfaction, they are well-equipped to help you achieve your financial goals. Visit their website to learn more about their services and how they can assist you in securing your financial future. Don't hesitate to contact them directly at 4158984439 to schedule an appointment and take the first step towards a brighter financial future.

👍 Reviews of Valley Oak Wealth Management

Ranjit L.

5/5

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.

Barry B.

5/5

We have been with Tim since the mid 1990's and we feel like we have grown as Tim's business has grown. We love Tim's down to earth character where you feel like part of a family. It's 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.

Jerry P.

5/5

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!

Karolinn G.

5/5

I have been a client of Valley Oak since 2008. I have been up and down on the financial roller coaster, through good and bad times and have always trusted the decisions made by Tim Russell and his great associates. I would highly recommend investing with this very hands on company.

Ann D.

5/5

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!

Kristin S.

5/5

I have worked with Tim Russell and his team at Valley Oak Wealth Management since moving to Novato in 2014. I love it that when you call the office, a human answers! They are not only amazing at what they do in helping people create a plan for retirement and manage finances accordingly, but they are also friendly, supportive and active in the community. Valley Oak and Tim & Anne Russell personally are supporters of Gilead House and other local nonprofit organizations, which I appreciate. They are active in the local Novato Chamber and generously give their time and talent on multiple boards. It's nice to do business with a local firm who cares.

Craig S.

5/5

For a number of years, I have depended on Valley Oak Wealth Management to guide my investments and to give advice on my other assets, plans, and concerns. They care about their clients, make themselves available, and see each situation as unique. This has worked out well for me and removed many of the anxieties of retirement. Craig Smith MD

Steve K.

5/5

Excellent communication and explanation of the status of my account. Always makes me feel like a valued member of the Valley Oak Wealth Management family!