Impact Financial Advisors
2827 Spafford Street, Davis, CA 95618
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Impact Financial Advisors is a renowned finance institution located at 2827 Spafford Street in Davis, California, United States. Our team of expert financial advisors is dedicated to providing comprehensive financial planning and investment management services to help individuals and businesses achieve their financial goals. With a focus on sustainable and socially responsible investing, we strive to make a positive impact on both our clients' financial well-being and the world around us. Contact us today to learn more about how we can help you secure a brighter financial future.
Reviews
"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."
"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."
"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."
"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."
"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!"
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