Wheeler Financial Planning Roseville

Jun 2022

This review is long overdue! I've been working with Wheeler Financial Planning Roseville for about a couple of years. He's very knowledgable and resourceful within the many areas of financial life including life insurance. I always appreciate James' guidance and insights as I think about retirement. Honestly, he make this process enjoyable which is not always easy to do. Thanks for all that you do and helping us with our retirement goals!

Jun 2022

James is very knowledgeable and was really good at listening to my questions about my financial goals and then providing many options and additional resources to help our family! I did not feel pressured and I understood the logic behind the decisions I ended up making.Financial planning can be daunting! James helped me understand the big picture of my overall finances and helped me break it down into bite-size tasks that are not just a temporary solution, but a lifelong plan.James is so kind, respectful, and patient! He moved at a pace that was comfortable to me and organized everything we discussed neatly into a summary email. He also followed up later in the week!...read full review

Jun 2022

5 Star service! Highly recommend James. He is responsive and cares about your individual goals and concerns. He helped us long range plan our retirement after we purchased our 2nd local business in Roseville and was available to guide us with follow up questions and concerns. His knowledge of retirement budgeting is second to none and he always kept our best interest and goals in mind. Wheeler Financial Planning Roseville is great, highly recommend!