Impact Financial Advisors - Davis, California

Address: 712 5th St Suite A, Davis, CA 95616, United States.
Phone: 8557287285.
Website: impactfinancialadvisors.com
Specialties: Financial planner.
Other points of interest: Identifies as Latino-owned, Online appointments, Onsite services, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointment required, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of Impact Financial Advisors

☎️8557287285

⏰ Open Hours of Impact Financial Advisors

Monday: 9 a.m.–5 p.m.
Tuesday: 9 a.m.–5 p.m.
Wednesday: 9 a.m.–5 p.m.
Thursday: 9 a.m.–5 p.m.
Friday: 9 a.m.–1 p.m.
Saturday: Closed
Sunday: Closed

Introduction to Impact Financial Advisors

Impact Financial Advisors, a distinguished financial planning firm based in Davis, California, is renowned for its exceptional services and personalized approach to financial planning. With a strong commitment to helping individuals achieve their financial goals, this Latino-owned business has gained widespread recognition and admiration from their clients.

Location and Contact Information

Conveniently located at 712 5th St Suite A, Davis, CA 95616, United States, Impact Financial Advisors is easily accessible for clients from the surrounding areas. With a wheelchair-accessible entrance, parking lot, and washroom, the firm ensures that all clients can access their services without any barriers.

To schedule an appointment or for any inquiries, clients can reach Impact Financial Advisors through their phone number at 855-728-7285 or visit their website at impactfinancialadvisors.com. Online appointments are also available to accommodate clients' busy schedules.

Specialties and Services

Specializing in financial planning, Impact Financial Advisors offers a wide range of services to cater to the diverse financial needs of their clients. From managing trusts and retirement accounts to navigating complex financial decisions, their expert team provides tailored solutions to empower their clients in achieving financial success.

Points of Interest

Expertise: The firm boasts a team of experienced financial advisors who possess in-depth knowledge of the industry and a strong commitment to helping their clients succeed.
Online and Onsite Services: Impact Financial Advisors offers both online and onsite services to cater to the preferences of their clients.
Accessibility: The firm ensures that all clients can access their services easily, with a wheelchair-accessible entrance, parking lot, and washroom.
Appointment Required: To ensure personalized attention and quality service, appointments are required at Impact Financial Advisors.
Appointments Recommended: The firm highly recommends scheduling an appointment to receive the best possible service and to address your specific financial needs.

Testimonials and Reviews

Impact Financial Advisors has received 13 reviews on Google My Business, with an impressive average rating of 4.7/5. Their satisfied clients speak volumes about the exceptional services they offer. One testimonial states, "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."

Final Recommendation

If you're seeking a reliable, experienced, and dedicated financial planning firm, look no further than Impact Financial Advisors. With their commitment to personalized service, expertise, and accessibility, they are the perfect choice for anyone looking to achieve their financial goals. Don't hesitate to visit their website or contact them at 855-728-7285 to schedule your appointment today and take the first step towards a brighter financial future.

👍 Reviews of Impact Financial Advisors

Impact Financial Advisors - Davis, California

Flora L.

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 L.

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 T.

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 M.

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 H.

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 S.

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.