Fair Oaks Financial Advisors

in Fair Oaks, CA

Sample Reviews


Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy
. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found
(aka Dr.
) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess
saying, "Help me
Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time.

I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend
, and will use him again in the future if I need to.

- Dianne H.

8th 2014

made the process of restating our trust documents
and very affordable.

We originally had our trust drawn up by a prestigious law firm downtown that provided documents for a substantial sum in a nice padded binder with an audio presentation. Twelve years later I couldn’t begin to explain to you what we had signed even after receiving a two hour in person presentation with one of the principals.
made the trust mechanism easily understandable and provided the same documents for a fraction of the original cost.

isn’t something we wake up wanting to do but my wife and I feel it is an important step in securing our future security. Working with
was a pleasure and one we recommend to anyone with a need for estate
services and the documents it requires.

Fair Oaks Financial Advising Articles

Financial Advising reviews in Fair Oaks


Fair Oaks Financial Planners Provider Name Locked
provided us with excellent professional service. He took the time to explore our claim, find the relevant paperwork, and explain the details of the situation. He went out of his way to insure that we understood what was required to solve the problem of the contested charges from the medical laboratory. He was dedicated to idea of solving this financial problem fairly for all parties. What a gentleman! The world needs more businessmen with his ethics and his class. May he live long and
Fair Oaks Financial Planners Provider Name Locked
- Linda V.

Fair Oaks Financial Planners Provider Name Locked
was delayed one week due car problems.
The next week he arrived when he said he would diagnosed and repaired the mower in about an hour.
He showed me exactly what was wrong and explained everything he had to do to get the mower working.

- Martin S.

From the first phone call to the appointment everything was great he was on time for the appointment and even called me during the period of us setting the appointment he always kept me informed of what was going on with my policy/account. I would recommend him to anyone who would like to sit down and be more financially independent.
- hector F.

My husband searched a long time for a financial adviser he could trust to manage our portfolio when he could no longer oversee it. He was afraid, since I have such a soft heart, that someone would take advantage of me.
He found that special person in
Fair Oaks Financial Planners Provider Name Locked
Fair Oaks Financial Planners Provider Name Locked
My husband was impressed with him when he handled our account at Fidelity. Then when he went out on his own, my husband tracked him down and engaged him to be our financial caretaker.
We have been working with
Fair Oaks Financial Planners Provider Name Locked
since 2003. As I am a widow for some years now, the faith my husband put in
Fair Oaks Financial Planners Provider Name Locked
was well-placed. The portfolio, although conservatively invested, has grown substantially.
I consider
Fair Oaks Financial Planners Provider Name Locked
, not only wise and
Fair Oaks Financial Planners Provider Name Locked
with my investments, but a good friend, concerned with my general well being also. He tells a really good joke, too!

- Margie K H.

Couldn't be happier with professionalism, clarity, and quality of the legal work completed for us by
Fair Oaks Financial Planners Provider Name Locked
and the owner of this business,
Fair Oaks Financial Planners Provider Name Locked
. Some attorneys withhold information and don't always provide clients with the big picture and understanding of estate
Fair Oaks Financial Planners Provider Name Locked
. In the owner's case, it's second nature to him to keep things straightforward without complicating legalities that get written into every document. Their web site is an excellent resource for anyone that wants to gain a better understanding of estate
Fair Oaks Financial Planners Provider Name Locked
. Whenever we make any changes to our estate documents, we'll use
Fair Oaks Financial Planners Provider Name Locked
Fair Oaks Financial Planners Provider Name Locked
. I highly recommend this ethical, honest, business.
- Jack B.

WOW! Seriously!!! I called a tax attorney to ask a tax related question
and get help and he basically told me he had to go, didn't listen to me
and hung up on me. The entire conversation lasted 9 minutes and 21
seconds and that includes speaking to the receptionist and getting
transferred. I guess because I didn't sound like I was dripping money I
wasn't worth helping. What a jerk!
- Jaclyn R.

Shortly after I retired,
Fair Oaks Financial Planners Provider Name Locked
and Associates was recommended to me by a friend.
Fair Oaks Financial Planners Provider Name Locked
makes a couple of trips per year to the area in Colorado where I live, so we met on one of those trips. After talking with
Fair Oaks Financial Planners Provider Name Locked
he suggested that I send him copies of my monthly investment statements which I did. I had possibly fifteen different mutual funds etc that had been showing a pretty lackluster performance. He sent me a large binder with printouts and graphs showing the the individual funds performance and told me what was wrong with my investments at this stage of my life. He suggested I consolidate all of funds into three or four investments and he explained why. After I told him to proceed, he sent me papers to sign that pertained to each of my funds. After I signed the papers and returned them to him the process seemed to take on a life of its own and all of the transfers were completed in just a few weeks. The result has been a simplified portfolio and a higher rate of return.
Fair Oaks Financial Planners Provider Name Locked
and I email on a regular basis mostly on matters that have nothing to do with investments, but he lets me know fairly regularly how my investments are doing and of course he is always available if I have a question. He is a "no pressure" person and very comfortable to work with. In the "cost of service" you notice that I put zero dollars because he is paid by the fund company that he uses. I have no idea what that amount is, but everyone has to eat. I would wholeheartedly recommend
Fair Oaks Financial Planners Provider Name Locked
and Associates to take care of any your investments.
- David M.
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