Valley Oak Wealth Management - Novato, California

Valley Oak Wealth Management is a financial planning and insurance agency located at Address: 2 Ranch Dr, Novato, CA 94945. They can be reached at Phone: 58984439. You can also visit their website at Website: valleyoakwealthmanagement.com.

This company specializes in Financial planner, Banking and finance, Insurance agency. They have a wheelchair accessible entrance, parking lot, and restroom, making it easy for people with disabilities to visit. An appointment is required, and it is recommended to make one. They have received a high rating of Average opinion: 5/5 based on 13 reviews on Google My Business.

Valley Oak Wealth Management's team of experienced professionals provide personalized financial planning and investment management services to help clients achieve their financial goals. They offer a wide range of financial products and services, including retirement planning, estate planning, insurance, and investment management.

Their team of experts is dedicated to providing the highest level of service and support to their clients. They take the time to understand each client's unique needs and goals, and then create a customized financial plan to help them achieve those goals. They also provide ongoing support and guidance to help clients stay on track and make adjustments as needed.

If you are looking for a financial planner or insurance agency in Novato, CA, Valley Oak Wealth Management is an excellent choice. Their team of experienced professionals, wide range of financial products and services, and commitment to providing the highest level of service and support make them a top choice for individuals and families looking to secure their financial future.

You can learn more about Valley Oak Wealth Management by visiting their website at Website: valleyoakwealthmanagement.com and make an appointment by calling them at Phone: 58984439. Don't hesitate to contact them, they will be happy to help you.

Reviews of Valley Oak Wealth Management

Ranjit Lovell

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 Beringer

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.

Ann Donovan

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!

Jerry Pascoe

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 Green

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.

Craig Smith

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

Kristin Swenson

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.

Kyle Pickard

5/5

Valley Oak and their team were amazing to work with! From the moment you walk in you are greeted with smiles and coffee! Valley Oaks team are incredibly knowlegable kind and only look out for your best interests. They have been a dream to work with and I would highly reccomend them!