Bastoni Financial Services has some exciting news.
You’re probably familiar with Sacramento-based Allworth Financial (formerly Hanson McClain Advisors). I’ve personally known Allworth’s founders, Scott Hanson and Pat McClain, hosts of Money Matters, one of the longest-running financial topic radio programs in America, for more than 20 years. Scott and Pat are not only trusted colleagues who do things the right way, but they’re also the CEOs of a local, award-winning, fiduciary investment advisory and retirement planning firm that was recently named one of the fastest-growing Registered Investment Advisors in the country.
With that in mind, I’ve decided the time is right to move Bastoni Financial Services under the Allworth Financial umbrella, and we have, as of December 1st, 2020, combined our firms.
Rest assured, everyone here at Bastoni Financial Services will be staying right here, and you’ll continue to receive the same high level of service and advice you’ve come to expect. But with the new partnership, you’ll also have access to additional services such as credentialed tax preparation and estate planning.
All right here in Folsom.
Thank you for your loyalty! It of course remains our great pleasure to serve you, and we look forward to meeting your financial planning and investment management needs for many years to come.
You've been re-directed to the Allworth Financial site, where you’ll find all of us from Bastoni Financial Services waiting to work with you to help you retire better.
To learn more about Allworth Financial, click here.
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Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
1The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
3As of 12/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $10 billion in total assets under management and administration.
4Barron’s 2020 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.
✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.
†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
