Katy Prisco · Valley Oak Wealth Management

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    "text": "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.",
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