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Jeffrey Stanley · Valley Oak Wealth Management

text
It's with great pleasure that I write this testimonial for Tim Russell and the Valley Oak Wealth Management Team. I have been with Valley Oak Wealth Management for over 20yrs, during the good and bad times of the stock market. Tim has always made me feel informed, secure and confident in the decision making of the firm. The best feeling you can have, is when you don't have to worry about your financial future and knowing that the firm is looking out for your long term financial, personal and future goals. They make you feel more than just a client, but a friend and part of their family. I highly recommend Valley Oak Wealth Management be part of your financial future and goals.
rating
5
collection
Marin public-source records
source url
https://www.google.com/maps/reviews/data=!4m6!14m5!1m4!2m3!1sCi9DQUlRQUNvZENodHljRjlvT2tNNVZ6QlFlbGxoTlZOWFExVXdRVWxrTVhjMGNXYxAB!2m1!1s0x8085bb65a0b73203:0x190c2b19dd4712a4
observed at
2026-10-11T00:11:07.330Z
published at
2026-07-02T19:43:28.591527507Z
Reviewer
★★★★★
It's with great pleasure that I write this testimonial for Tim Russell and the Valley Oak Wealth Management Team. I have been with Valley Oak Wealth Management for over 20yrs, during the good and bad times of the stock market. Tim has always made me feel informed, secure and confident in the decision making of the firm. The best feeling you can have, is when you don't have to worry about your financial future and knowing that the firm is looking out for your long term financial, personal and future goals. They make you feel more than just a client, but a friend and part of their family. I highly recommend Valley Oak Wealth Management be part of your financial future and goals.

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