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.