ProsperPlan Wealth - Gold River, California

Byron W.

I have had the pleasure of working with Lauren Williams for many years, and I cannot express enough how invaluable her expertise and dedication have been to my financial well-being. Lauren has not only helped me navigate the complexities of my investments, but she has also managed my mother's trust with the utmost care and professionalism.

From the very beginning, Lauren has taken the time to understand my financial goals and has consistently provided insightful advice tailored to my specific needs. Her deep knowledge of the financial markets, coupled with her ability to explain complex concepts in a clear and understandable way, has given me immense confidence in my financial decisions.

When it came to managing my mother’s trust, Lauren approached the task with the same level of commitment and attentiveness. She ensured that the trust was managed efficiently, respecting both my mother’s wishes and the needs of our family. Her compassionate and thoughtful is really helping to get things in order for my mom as she gets older.

Lauren’s professionalism, combined with her genuine care for her clients, sets her apart from others in the industry. She has always been readily available to answer my questions, address concerns, and provide guidance whenever needed. I am truly grateful for the peace of mind she has given me over the years.

I highly recommend Lauren Williams to anyone seeking a knowledgeable, trustworthy, and dedicated financial advisor. Her many years of experience and her unwavering commitment to her clients make her an exceptional partner in managing financial investments and trusts.

Miro G.

I recently worked with a Chris Grellas to review and optimize my 401k, and I couldn’t be more impressed with the service I received. From the very start, he took the time to thoroughly explain my options, breaking down complex investment strategies in a way that was easy to understand. He was patient, detail-oriented, and tailored their advice to my specific financial goals and risk tolerance.

What stood out the most was how informative and accessible Chris was throughout the entire process. I never felt rushed or overwhelmed, and he always ensured I had a clear understanding of my decisions before moving forward. Thanks to his expert guidance, I now feel much more confident about my retirement planning and the future of my 401k.

I highly recommend Chris to anyone seeking professional, personalised, and comprehensive financial advice. His dedication and expertise truly made a difference in my financial journey!

Inna P.

Met with Chris to review retirement savings accounts. He was really helpful and thorough in explaining how different investment options work and which would be the best for me currently, and what changes I should make to them when I’m closer to retirement. He went above and beyond & helped me project different retirement ages and what savings I would have at those ages. Super helpful meeting! Thanks Chris!

Jonathan R.

My wife and I have been helped greatly by Chris' financial services. He has taken a lot of the mystery out of our retirement and investment options. It's is great peace of mind to feel like we are not blindsided by things that we should've known. Furthermore, he helped us avoid a few mistakes! We highly recommend his service!

Jay S.

Our family has worked with Lauren for a few years now. One of the many things we appreciate about her is her ability to analyze a financial situation we have and make a concise but detailed recommendation in a very timely manner. Also, when our mother passed away, Lauren was able to help us with organizing her finances so that it didn’t seem so overwhelming to us. Lauren is also very good at having regular meetings with us to discuss our financial situation and what the current market outlook is. Overall, we are very happy working with Lauren.

Ian D.

Choosing ProsperPlan has been one of the best actions I've taken regarding my financial well-being. I couldn't recommend Lauren and her team any higher. The knowledge and support I've received here are inspiring. Navigating financial management and my future/retirement can be overwhelming, however, I feel confident and cared for. I've been with other financial planning services but I didn't get the same mentoring that I have at ProsperPlan. I wish I had known about them sooner!!!

Alexa J.

Chris was very thorough and knowledgeable. He is able to help give guidance and provide steps to take as well as logical and functional long term plan and goals. I am very grateful seeing that initially my situation seemed hopeless. Yet within. A month I am already noticing positive impacts to my finances little by little I am able to get control of my financial situation Thanks Chris!!

James N.

I was referred to Lauren as their best Kaiser retirement person and she didn't disappoint. She presented me all my options in a no pressure manner. I made my decision and she made the transactions with ease.
She continues to communicate with strategies and adjustments.
When my coworkers found out about how easy it was and how much my portfolio has increased I am asked for her number frequently.