Fresno, CA Financial Planner

Provided current and sound financial advice of how to meet your needs for today and in the future.

I am retired and have worked with Ray Lopez at LPL Financial for 5 years We put together a plan and discuss adjustments if necessary and it has so far proven to be excel ... more

Great financial advisor!

Whenever have a question about my financial or retirement planning Ron's always available to answer it. His personal service and expert knowledge are things you have a ha ... more

Mr. Stone is a pleasure to work with. He listened to what I needed, put together a plan and set a timeline. He completed all of the work I needed in a timely manner. As a ... more

The service here is fantastic. Everyone was really helpful getting my mother's assets sorted out and transferred. They've done an excellent job helping my wife and I with ... more

There are not enough words to describe how exceptional this company is! Weve been clients for several years and have watched them grow. Even with increased clientele you ... more

Positive: Professionalism

My father and I had to make some changes to his life insurance because his wife recently passed. During this difficulty time for us, Deborah A. and the receptionist were ... more

Eric and his staff are great, easy to work with and extremely knowledgeable, would recommend to anyone looking for financial planning.

My father and I had to make some changes to his life insurance because his wife recently passed. During this difficulty time for us, Deborah A. and the receptionist were ... more

My father and I had to make some changes to his life insurance because his wife recently passed. During this difficulty time for us, Deborah A. and the receptionist were ... more

My father and I had to make some changes to his life insurance because his wife recently passed. During this difficulty time for us, Deborah A. and the receptionist were ... more

My father and I had to make some changes to his life insurance because his wife recently passed. During this difficulty time for us, Deborah A. and the receptionist were ... more

My father and I had to make some changes to his life insurance because his wife recently passed. During this difficulty time for us, Deborah A. and the receptionist were ... more

Simply the best plaster stucco company.

Nasty office manager. Less then helpful and full of barriers to completing transactions.In the last 4 years have had many advisors with not one interested in my account. ... more

Dissatisfied with hundreds of thousands I had invested with Monica and Ameriprise Financial, she worked great for my late grandparents, but her and I werent so n sync. Ju ... more

I have been with Roeser Accountancy for over 25 years. Not only did my husband and I have our personal taxes done there but they also handled all of our business account ... more

I have been Ray's client for 8 years. I began investing much later in life and knew very little about investments. He has made the process very easy by explaining inve ... more

I am very happy with your services. You took care of business and got my grandma approved so that she was able to rest in a nursing home peacefully. We couldn’t have do ... more