SILVER OAK WEALTH ADVISORS has been named out of 898 Financial Advisors reviewed as one of the top 20 firms serving Los Angeles by Expertise.com.
Expertise.com is a national, web-based due diligence firm which identifies the top service professionals in over 100 business categories, covering 85% of the U.S. Their rating criteria for Financial Advisors covers more than 25 variables across five categories, including:
Reputation – A history of delighted customers and outstanding service.
Credibility – Building customer confidence with licensing, accreditations, and awards.
Experience – Masters of their craft, based on years of practical experience and education.
Availability- Consistently approachable and responsive, so customers never feel ignored.
Professionalism- Providing service with honesty, reliability, and respect.
Linda Cao, President & CEO of SILVER OAK, says:
“We are honored for the recognition of our important work for individuals in transition, where we dedicate our heart and compassion, apply both personal and technical skills to make the transition successful for them, whether it is retirement, death of spouse or divorce.”
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