Wade Financial Services

About Rick Altig Jr & Ilija Orlovic Ilija Orlovic “I knew from day one that this opportunity was exactly what I was looking for, and that I could be a success in this business,” says Ilija Orlovic, SGA Partner in the Altig-Orlovic Agency...

Ely Prudent Portfolios is a fiduciary advisory firm located in Chico, CA, dedicated to helping clients navigate their financial questions through services such as retirement planning, investment management, estate planning, and charitable giving. With a commitment to client interests, they operate under the principle of putting clients first, ensuring that their success aligns with the firm's goals. Recognizing the uncertainty of the financial landscape, Ely Prudent Portfolios emphasizes the importance of statistics over predictions, offering clients peace of mind with strategies grounded in proven principles. Their personalized approach aims to safeguard clients' retirement nest eggs, allowing them to focus on what matters most while the firm manages their financial concerns. Generated from the website

Waller Financial Coaching is a financial planning firm based in Chico, CA, specializing in providing tailored financial strategies for physically active families. With a focus on agility and robustness, their services aim to safeguard the financial well-being of their clients while they push their limits in their active lifestyles. Led by Justin Waller, a Certified Financial Planner and six-time Ironman finisher, the firm offers personalized financial plans and ongoing advice to help clients achieve their long-term financial goals. Waller Financial Coaching excels in unraveling financial complexities and maximizing the impact of clients' savings, ensuring that every dollar works as hard as they do. With a commitment to building lasting bonds of trust and mutual respect, the firm partners with nice people who value long-term guidance and understand the importance of winning in the long game of personal finance. Their streamlined process, similar to training for a triathlon, involves a quick call to discuss financial goals, a test ride to analyze the current financial landscape, and ongoing advice to continually adjust financial strategies.Generated from the website