Cynthia A.
5/1/2025
Horrible company. Does not return calls and gives excuses as to why disbursement is delayed. I have reported to the State of California and employer is pulling out and moving 401k program to...
Financial Decisions
Open
(6)
5345 N El Dorado St Ste 18
Stockton, CA 95207
FinDec is a comprehensive financial services firm based in Stockton, CA, offering wealth management, retirement planning, insurance services, and workplace benefit solutions for individuals and businesses. With a focus on providing financial wellness and peace of mind, their team of honest and knowledgeable financial advisors is dedicated to putting their clients' needs first and staying ahead of the curve with innovative solutions.
Driven by core values of family, integrity, new ideas, determination, education, and community, FinDec aims to create a strong sense of community among their clients and give back to the communities they serve. Featured in various media outlets, they are recognized for their expertise in retirement planning, tax strategies, and financial conversations. FinDec is a trusted partner for individuals and professionals alike, offering a wide range of services to help clients achieve their financial goals.
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Reviews
1.06 reviewsdiane l.
1/16/2025
Extremely slow to respond to my needs. Seems disorganized. Got the run around on a 401k disbursement. Nice enough people, but that doesn't help when you need immediate answers. I've been waiting...
Suzanne C.
8/24/2023
I would give this firm 0 stars if it was possible. I've been trying to transfer my funds from an employer 401K for TWO YEARS! I've called and emailed over a dozen times. When someone answers the...
Ann T.
3/17/2022
Do not use this company. They are unprofessional and give you excuse after excuse why they can't deliver your money to you. I have been waiting since January 4 2022 when I first emailed my...
Mark S.
12/16/2020
This is where my prior employer's 401(k) is being administered. I had to access funds from that account a couple of times throughout the year, and eventually to roll it over to an IRA with...
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