Impact Financial Advisors - Davis, California

Impact Financial Advisors is a reputable financial planning firm located at "Address: 712 5th St Suite A, Davis, CA 95616". They can be reached by phone at 8557287285 or through their website: impactfinancialadvisors.com.

Specialties

Their specialty lies in financial planning, making them an excellent choice for individuals seeking expert advice on managing their finances. The company is proudly identified as Latino-owned, adding to their diversity and inclusivity.

Points of Interest

Impact Financial Advisors offers convenient online appointments, as well as onsite services, ensuring accessibility for all clients. The entrance, parking lot, and restroom are wheelchair accessible, prioritizing the needs of clients with mobility challenges. An appointment is required, but it is recommended to schedule ahead of time.

Client Reviews and Reputation

With "13 reviews on Google My Business", Impact Financial Advisors boasts an impressive average opinion of "4.7/5". The reviews highlight the exceptional service provided by the company, with clients praising the help they received in managing their parent’s trust and retirement accounts. One client mentioned, ""Paul is so helpful with managing my parent’s trust and retirement accounts. I couldn’t manage it financially without his help. He makes it so easy to understand the complexities of the financial decisions I have to make for my parents as I navigate the stage of life they’re in. I highly recommend him.""

Recommendation

Given their expertise in financial planning, commitment to client satisfaction, and the convenient online appointment options, Impact Financial Advisors is highly recommended for anyone seeking professional financial guidance. To learn more or to schedule an appointment, visit their website at: impactfinancialadvisors.com.

👍 Reviews of Impact Financial Advisors

Flora Love

5/5

Paul is so helpful with managing my parent’s trust and retirement accounts. I couldn’t manage it financially without his help. He makes it so easy to understand the complexities of the financial decisions I have to make for my parents as I navigate the stage of life they’re in. I highly recommend him.

Jessica Lee

5/5

I didn't know much about life insurance since it wasn't something that my parents taught us. When I got a stable job, my uncles encouraged me and I reached out to Thomas May. He was very knowledgeable, friendly, and responsive. I ended up telling all my siblings to go to him, so he's basically looking out for me and my siblings. His experience and help made a big difference. Eventually, I'll need to have a chat with Thomas on retirement, but that's in the future. Overall, I highly recommended.

Sean Thuilliez

5/5

Been working with Paul for some time and additionally now with Thomas, we had a great meeting today. I left with a clear understanding of our financial portfolio and a stronger plan for our future which gives us great confidence.
In addition, we have seen gains in our portfolio in a short span of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.

Girlie Maningo

5/5

Impact Financial Advisors were very helpful. As someone new to understanding IRA, Paul Romo and his team explained my options thoroughly and was friendly and helpful throughout the whole process. They provide excellent service with a personal touch. They are prompt, knowledgeable, responsive to your calls and emails. Appreciate that they are also concerned for my grown children in building their future. Thank you Impact Financial for taking such great care of me and my family. I highly recommend their services.

Keith Hightower

5/5

These guys are fantastic! Paul Romo has been my advisor for over 15 years and has helped me through to success in many situations over the course of my career. Thomas May is absolutely the expert you need to consult with for Long Term Care policies. Both are highly recommended!

DREW SIMMS

5/5

Impact Financial Advisors has been nothing but great to us. My wife and I have known we need some help/ guidance with our retirement plan full finical stability as well as create a working path for generation wealth. What works for everyone is different and everyone's plan is very unique to them and their situation. We have been and will continue to work with Thomas, he is very detailed and communitive. He has and continues to be a great asset for us, and our ever changing road map of life.
Have recommended and will again, to anyone looking for help.

Louis D

5/5

Thomas May was recommended to me by a coworker and he was extremely helpful at teaching me about and helping me find disability and life insurance. He was quick to respond to my questions and was great at keeping me updated and on track throughout the process. I would highly recommend!

Art K

5/5

I worked with Thomas May and it was an absolute pleasure dealing with someone so professional. Very knowledgeable, friendly, precise in his communication, responsive and helpful without ever being insistent. His experience and help made a big difference. Highly recommended.