Klein Financial Corporation - Palo Alto (CA)

Jeff Figone My wife and myself are approaching retirement and wanted to find someone who we felt understood our financial situation but also someone who we could trust with our hard earned investments. Once we started to talk with William Callahan, we knew almost immediately he was the right choice. He asked many questions about our goals and our expectations of what kind of lifestyle we wanted to enjoy. He made us feel at ease and comfortable with his clear explanations and impressive insights. In addition, his personable and knowledgeable staff follows up with all paperwork and questions in a timely and professional manner, they are a true asset. Mr. Callahan and team has made our whole retirement transition manageable, and given us the confidence to retire comfortably and to achieve our goals.

Josie Aldana Alejandro ,banker assisting at the door was surprisingly very effective and knowledgeable

Jay Singh Not only is this place amazing if you need a quick loan, but also two of the nicest people in the world at the front desk to help you out. Amazing service with a smile every time, I love this place.

Maria Gamata Grace is very knowledgeable when preparing my familys taxes. Thank you!

PJ Lenz We have been with Willow Creek for a few years and could not be happier. They have guided us every step of the way with patience and kindness. We are well informed and able to make good decisions thanks to our awesome financial advisor, Dave Homan at Willow Creek. We highly recommend them!!!