MiscSubjects

Ginny Welsh · Valley Oak Wealth Management

text
I have been a client of Valley Oak for about 10 years, dealing primarily with Tim. He definitely knows his business, and in our yearly meetings, explains everything that has gone on with my funds. Any questions I have are answered promptly The whole staff is very friendly and I feel like part of the family and not just a client. Hoping to do business with this company for many years to come!
rating
5
collection
Marin public-source records
source url
https://www.google.com/maps/reviews/data=!4m6!14m5!1m4!2m3!1sCi9DQUlRQUNvZENodHljRjlvT2tSVVJUbFlOVGhQZFZoTWEyZHJhVGxTYlVaeFFrRRAB!2m1!1s0x8085bb65a0b73203:0x190c2b19dd4712a4
observed at
2026-10-11T00:11:07.330Z
published at
2026-01-05T23:14:11.067502723Z
Reviewer
★★★★★
I have been a client of Valley Oak for about 10 years, dealing primarily with Tim. He definitely knows his business, and in our yearly meetings, explains everything that has gone on with my funds. Any questions I have are answered promptly The whole staff is very friendly and I feel like part of the family and not just a client. Hoping to do business with this company for many years to come!

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Marin County · in collection

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