Impact Financial Advisors
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.
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Paul is competent, earnest and a great listener.
As someone new to understanding IRA, Paul Romo and his team explained my options thoroughly and was friendly and helpful throughout the whole process.
Several of my estate planning clients both in the Sacramento Valley and San Francisco Bay Area work with Paul Romo at Impact Financial Advisors and have been extremely happy with Paul's financial expertise, professional manner and responsiveness to clients' needs.
In my line there are countless interactions with professionals from all over the country.
Impact Financial Advisors have provided me with a tremendous amount of knowledge about helping me grow my retirement investments.
Very knowledgeable, friendly, precise in his communication, responsive and helpful without ever being insistent.
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.
I ended up telling all my siblings to go to him, so he's basically looking out for me and my siblings.
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.
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.
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