Astute Wealth Management - Cameron Park (CA)

Linda E. Id been thinking about consulting with a financial advisor for several years, especially since retirement was fast approaching and my life savings was somewhat undiversified in my companys 401(k) plan. When I attended Ali Hashemians presentation almost two years ago, I immediately connected with him and his insights into retirement, estate and tax planning, and portfolio diversification, so I took advantage of his offer of a free portfolio analysis and suggestions regarding how best to protect and maximize my retirement savings, and thereafter signed on as a client of Kinetic Financial. Ali has many years of experience as a Certified Financial Planner and is an expert on tax-advantaged planning, risk management, economic conditions and financial forecasting. Im absolutely thrilled that I trusted my instincts and am constantly impressed by the level of first-class concierge services provided by Ali and his highly experienced, enthusiastic, courteous staff. It is apparent that everyone who works at Kinetic Financial LOVES what they do! Ali listens to my concerns and bases his trustworthy advice on my specific goals, constantly has his finger on the pulse of the currently volatile, ever-changing markets, and makes invaluable suggestions during our quarterly review meetings. I was beyond thankful when he suggested changes to my investments which moved a portion of my savings from volatile stocks into a more conservative, protected investment. Its a huge relief to know that Ali always has my current and future financial security in mind! I cannot recommend Ali Hashemian and his colleagues at Kinetic highly enough.

tony richards i see these complaintsreviews wow,go too a hospital in the bay area .barton emergency room hassaved my life 2 times my wifes life 4 times ,whole staff from house keeping ,to the doctors,specailly nurses so compassionate ,caring shout out dr j antos thank you ,

Mary Eubanks I came to the realization that, in order to get a loan, I needed to find a reputable lender in Clovis. Because of the local presence and commitment of this loan organization to servicing Clovis, the entire process seemed friendly and comfortable. The loan application process was made simple and enjoyable by their teams skill and familiarity with the needs of our community.

Marie Basinger Run dont walk... Run as fast as you can away from this company. I invested most of my money into supposedly conservative investments. These people do not know what Conservative means. Every bit of advice was incorrect. I counted on them and when they got all that they could and there was nothing left (or they think there was nothing left) they stopped communicating. Yes every time I had a concern about how my money was doing or I questioned if it were really safe they would come back with high pressure rhetoric and I would just get disgusted and say forget it. Well, I finally took what I could out of their "incapable hands" and the rest I just consider a loss. Even in the downswing of this economy they kept telling me to leave it it in and that it was the best time to invest. Maybe for them. I prefer taking care of my own money in the future and because of this company I will never trust another Financial Adviser as long as I live

Joseph Sagaser Honest knowledgeable patient cares about her customers and directions to the best best options and best choices she can be trusted with what she says A1 advisor as well as a one-person

Bill A Trust. That says it all for us. Moore Financial has handled our family finances for over thirty years. We sleep better knowing they do.