Merrill Lynch Wealth Management - Chico (CA)

Anthony Kang Shamal was awesome in helping me resolve my old tax return issues. He responded to my reach out the very next morning, told me the exact documents he needed AND how to get them, and came up with a solution within a day. Luckily, my issue was able to be handled on my own thanks to his detailed instructions. Will definitely look to work with Shamal again as my filings become more complicated.

Jason Haefeli My experience with Golden State Wealth Management has been nothing short of exceptional. Having a company that cares about your futures and well being makes all the difference. The attention to detail, prospectives, and all the hard work these guys and gals put in shows no boundaries of what they can accomplish for you. With everyone I’ve met, the provide a wealth of knowledge and an expert in the financial world; they will steer you to successful accounts and lifelong partnerships. Golden State Wealth Management is looking towards the future of you and their company. Also, I do not work for them as I am a very satisfied customer. Thanks Golden State!

travis siegel Very happy with Daniels help so far. Hes extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didnt know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.

Michael McCracken Great Company Easy To Work With

Cristina Rivera Explained everything and was very patient with me. Gave me coverage for my needs and not just a generic solution.