Valley Oak Wealth Management - Novato, California

Valley Oak Wealth Management

Valley Oak Wealth Management, located at 2 Ranch Dr, Novato, CA 94945, United States, is a reputable financial services firm that specializes in financial planning, banking and finance, and insurance. Established with a commitment to providing exceptional service, they have built a strong reputation over the years.

Specialties & Services

The firm offers a wide range of financial services tailored to meet the unique needs of each client. Their expertise includes financial planning, investment management, retirement planning, and insurance solutions. By understanding their clients' goals and risk tolerance, they create personalized strategies to help achieve financial success.

Accessibility & Amenities

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet available on premises
• Appointment required for in-person visits
• Appointments are recommended for the best service experience

Client Reviews and Testimonials

Valley Oak Wealth Management has received 13 reviews on Google My Business, with an impressive average rating of 5 out of 5 stars. Clients have praised the firm for its excellent service, personalized attention, and successful investment strategies that have helped them achieve their financial goals. One satisfied client noted that they have been working with Valley Oak Wealth Management since 2008, and they appreciate the firm's dedication to managing their investment and retirement accounts effectively.

Contact Information

For those looking to contact Valley Oak Wealth Management, you can reach them by phone at 4158984439 or visit their website at valleyoakwealthmanagement.com.

👍 Reviews of Valley Oak Wealth Management

Ranjit L.

5/5

We have dealt with Valley Oak Wealth Management since 2008. Tim Russell and his staff provided excellent service to manage our investment and retirement accounts. The accounts were diversified to suit our current and long-term goals. The annual returns have been to our expectations and we hope to continue working with the Valley Oak Wealth Management Team.

Barry B.

5/5

We have been with Tim since the mid 1990's and we feel like we have grown as Tim's business has grown. We love Tim's down to earth character where you feel like part of a family. It's not all just strictly business. They are prompt at getting back to you if you have questions. Tim has regular reviews to check in on how your money is doing as well as any changes going on in your life. He also has half time meetings with all his clients with guest speakers on how the economy is doing and what you can expect in the future. We have learned a great deal going to these. He evaluates what your stress level is and invests accordingly. We are extremely happy with Tim and his wonderful staff at Valley Oak Wealth Management and highly recommend them.

Ann D.

5/5

If you are looking for someone you can trust to manage your wealth, to keep you informed and to guide you in financial decisions, Valley Oak is for you. You can ask any questions without feeling embarrassed; you will be treated with utmost respect. The team is excellent and charming!

Jerry P.

5/5

My wife and I have worked with Tim at Valley Oak for several years now. We really appreciate his in depth knowledge and ability to explain the complexities of investments and provide valuable advice that has helped us plan well for retirement. We highly recommend Tim and his team!

Karolinn G.

5/5

I have been a client of Valley Oak since 2008. I have been up and down on the financial roller coaster, through good and bad times and have always trusted the decisions made by Tim Russell and his great associates. I would highly recommend investing with this very hands on company.

Kristin S.

5/5

I have worked with Tim Russell and his team at Valley Oak Wealth Management since moving to Novato in 2014. I love it that when you call the office, a human answers! They are not only amazing at what they do in helping people create a plan for retirement and manage finances accordingly, but they are also friendly, supportive and active in the community. Valley Oak and Tim & Anne Russell personally are supporters of Gilead House and other local nonprofit organizations, which I appreciate. They are active in the local Novato Chamber and generously give their time and talent on multiple boards. It's nice to do business with a local firm who cares.

Kyle P.

5/5

Valley Oak and their team were amazing to work with! From the moment you walk in you are greeted with smiles and coffee! Valley Oaks team are incredibly knowlegable kind and only look out for your best interests. They have been a dream to work with and I would highly reccomend them!

Craig S.

5/5

For a number of years, I have depended on Valley Oak Wealth Management to guide my investments and to give advice on my other assets, plans, and concerns. They care about their clients, make themselves available, and see each situation as unique. This has worked out well for me and removed many of the anxieties of retirement. Craig Smith MD