Pinole Financial Planners

PINOLE, CA

Financial Planners are in Pinole

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"... list. the prices are reasonable. he is very nice and professional. he explains everything to you...."

"... tax planning. i'd follow up to be sure things are done to my liking and in a timely manner, as i think the admin staff may be a bit clueless...."

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Pinole Financial Advising Articles

8 retirement investment planning missteps to avoid

Some classic missteps in financial planning plague retirees. Calling them “mistakes” may be a bit harsh, yet whether they result from ignorance or fate, we need to be aware of them as we plan for retirement.

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

Don't get buried by funeral planning scams

The average funeral costs more than $4,000 - avoid costly mistakes and make sure your final investment is sound.

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Pinole Financial Planners Reviews

"... nothing more, nothing less. they give good service...."

"... very accomodating. she is quite responsive and gets back to you quickly. she did a lot of work for me, and her prices are very reasonable. she was really an advocate for me, and i appreciated her extra work. i do plan to use her again and i would highly recommend her. ..."

"... have handled different claims for us and have always done a wonderful job. we have not found a better price anywhere. we like the fact that we have combined monthly billing for our home and auto. we also insure our boat through them...."

"... work with them only online. recently my daughter also took her own insurance with them. they give consultation for any kind of problem related to any financial problem. i can’t think of anything that they can’t do. ..."

"... been with them for 47 years and they are among the top 3 insurance companies based on consumer reports. ..."

"... are the most incredible company i have ever dealt with in my 52 years. you do have to have a connection to a military service person to have coverage, but they are a great company and service provider. they originally were insurance, and they are..."

"... they are good and sometimes they are not. they have expanded a lot. we don’t get the service we used to get years ago but they are the best in town. they are the cheapest around. i would advise people to go to other companies first. they are good in handling claims...."

"... been using them for years already. i like them because they do not charge that much, i like their professionalism, and they all have the knowledge to do their works . i am never disappointed with them...."