We’ve entrusted Caldera Wealth with managing our 401(k), and to help us save on fees, Joe made the proactive decision to change the institution overseeing the plan from Nationwide to 401kGo. During the required blackout period, an unexpected and important situation came up where I needed access to my funds. Joe Caldera and his team didn’t hesitate. They worked relentlessly for an entire week, escalating the issue all the way to the president of the national bank to get it resolved. Most firms would have stopped at “we tried.” Joe and his team went far beyond that—then went even further. Their professionalism, persistence, communication,... read full review
July 2024
I’ve been working with this office for financial advisement, as well as to set up and administer my solo 401k, for the past year and have been so impressed with their services. Joe provides excellent financial guidance. He’s highly ethical, is a true fiduciary and has a bunch of extra special certifications.
Jimmie in the front office has really gone above and beyond to get me set up with a great solo 401k plan, even though I waited til the absolute last possible moment— he got it done and got me on the books for the tax year I wanted, which resulted in a very nice tax deduction that I would have otherwise missed out on. I love the flexibility... read full review
July 2024
Joe Caldera is the ultimate Financial Planning and Management. Meeting with him in person is a pleasure, he helps you build a foundation and listens to your goals, then provides lessons and resources to make sure you meet those goals. This is not an AI generated review - I am speaking from personal experience. I never felt that Joe was pushing me or trying to sell me, I came away with the wonderful feeling that he really cares about each and every individual he meets with. He even makes free resources available to you, whether you use his services or not. He is also one of only I believe five people in the United States that has a particular license, and his multiple... read full review
We’ve entrusted Caldera Wealth with managing our 401(k), and to help us save on fees, Joe made the proactive decision to change the institution overseeing the plan from Nationwide to 401kGo.
During the required blackout period, an unexpected and important situation came up where I needed access to my funds.
Joe Caldera and his team didn’t hesitate. They worked relentlessly for an entire week, escalating the issue all the way to the president of the national bank to get it resolved. Most firms would have stopped at “we tried.” Joe and his team went far beyond that—then went even further.
Their professionalism, persistence, communication,... read full review
I’ve been working with this office for financial advisement, as well as to set up and administer my solo 401k, for the past year and have been so impressed with their services. Joe provides excellent financial guidance. He’s highly ethical, is a true fiduciary and has a bunch of extra special certifications.
Jimmie in the front office has really gone above and beyond to get me set up with a great solo 401k plan, even though I waited til the absolute last possible moment— he got it done and got me on the books for the tax year I wanted, which resulted in a very nice tax deduction that I would have otherwise missed out on. I love the flexibility... read full review
Joe Caldera is the ultimate Financial Planning and Management. Meeting with him in person is a pleasure, he helps you build a foundation and listens to your goals, then provides lessons and resources to make sure you meet those goals. This is not an AI generated review - I am speaking from personal experience. I never felt that Joe was pushing me or trying to sell me, I came away with the wonderful feeling that he really cares about each and every individual he meets with. He even makes free resources available to you, whether you use his services or not. He is also one of only I believe five people in the United States that has a particular license, and his multiple... read full review