John & Lisa Varner · Valley Oak Wealth Management

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    "text": "Prior to retirement my wife and I met with 3-4 financial advisors, all from different companies large and small. One of those advisors was Tim Russell CEO/founder of Valley Oak Wealth Management. He and his company are independent wealth management advisors with a long partnership with LPL Financial services. No doubt Tim was our guy! Our decision was the right one no question. He and his team provide personal attention to our investment goals and the knowledge that comes from years of experience to having access to LPL Financial investments and information. We HIGHLY recommend Valley Oak Wealth Management for Financial planning including investments and retirement.",
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