Daniel Mauldin - Financial Advisor, Ameriprise Financial Services, LLC - Chico (CA)

5 /5 Daniel Fitch: Daniel is great. He is very thorough and very detailed and every aspects. His knowledge and comprehension is very impressive. The plan he set for me, and my family is tailored to our lifestyles and our goals on what we want to accomplish. I recommend Dan to all my friends and family who are looking for financial advice and planning for their future.

5 /5 Matthew Cross: Dan is a great financial advisor. Hes really good at breaking down the complicated stuff into plain English, so I actually understand what’s going on with my money. Plus, he’s a whiz at tax planning and has saved me a ton. Most importantly, I trust him completely. Hes the best!

5 /5 Dennis Elliott - Realtor: Dan is Awesome! He took the time to work with me to outline some very sound investment strategies for my retirement plan, including discussing a few conservative approaches to diversifying my portfolio. He was able to point me in the right direction with my Roth 401k rollover, and offered valuable insights on the pros and cons of Roth 401k vs Roth IRA...both of which are very relevant to me, as Im a self-employed business owner. Im very impressed with how thorough Dan is in terms of taking all factors into consideration, including long term and short term considerations. I definitely recommend Dan to anyone needing a knowledgeable Financial Advisor.

5 /5 Stearns Mike (EXP Realty): I meet with Dan weekly. He is a wealth of knowledge about investing and the strategies you should implement to become financially free!!!!

5 /5 Jerry Watson: Take the time and learn from one of the best. He gives solid advise tailored to your situation.