3 Best Financial Services in Visalia, CA

“Sequoia Financial is an independent financial planning and investment management firm serving affluent households and local businesses. They provide employers with strategies to run a financially successful business and to optimize the personal finances of the owner. Schad TenBroeck is the founder of Sequoia Financial, LLC. Sequoia Financial's holistic approach to financial planning is leading to better financial outcomes for their clients. They consider your income, tax bracket, insurance, estate plan, and more before making any recommendations. They exist to build wealth, confidence, and security in the financial lives of their clients. Sequoia Financial builds custom investment portfolios for every investor designed to improve returns, reduce risk, lower taxes, and lower fees.”

“Hermes Wealth Strategies strives to make the financial planning experience a personal one. Jeremy Commeret is the owner of Hermes Wealth Strategies. He entered the financial industry early, beginning with his studies in the United Kingdom at Brighton University, where he earned his BA in International Accounting and Finance. He then earned his Master's in International Banking and Financial Studies at Southampton University in 2000. Hermes Wealth Strategies' mission is to take the time to thoroughly assess your unique circumstances and create a strategic plan that makes your financial goals not just attainable but tangible. Their goal is to make the financial planning process as seamless and stress-free as possible, turning what can often feel overwhelming into a smooth and even enjoyable experience.”

“Gateway Financial Planning Group provides investment, asset allocation, and portfolio recommendations based on your individual goals and personal risk tolerance. They document your goals, meet regularly to review and analyze your progress, update your approach as life changes, and help you track your progress along the way. Gateway Financial Planning Group can design a plan and recommendations toward reaching your unique goals. They work with you to determine the services and solutions that fit your financial needs and preferences. They would be happy to connect with your friends and family to discuss ways to help them achieve their financial goals. You can get a complimentary initial consultation.”