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.
One of the wisest financial decisions I’ve ever made was choosing Valley Oak Wealth Management to handle my retirement needs. I’ve been a client for many years and can honestly say I have never been disappointed. I am not just another number to them; they know me on a personal level so can adjust my portfolio to accommodate my needs and goals. I highly recommend Valley Oak Wealth Management without a minute’s hesitation.
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!
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.
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.