Portfolio Advisors Inc.

Portfolio Advisors Inc. is a financial planner in Fresno, California, serving families and individuals in Fresno, the Central Valley, and across the country. The firm works with mid-career professionals raising families, retirees, and people five to seven years from retirement, and its clients include teachers, public employees, C-level executives, medical professionals, and small business owners. Its services cover retirement planning, investment management, tax planning, and estate planning, along with one-time engagements such as tax return reviews, Social Security claiming analysis, and guidance for CalSTRS and CalPERS participants. It holds a 5.00 rating from the customers who have reviewed it.

Portfolio Advisors was founded 35 years ago by Gary Leffler on the idea that there had to be a better way to serve clients and sustain those relationships over time. The firm is fee-only and operates as a fiduciary, and its advisors include CERTIFIED FINANCIAL PLANNER professionals and Investment Advisor Representatives with 30 years of experience. Its approach is rooted in evidence-based strategies and the belief that time in the market matters more than timing the market. Financial planning is organized around retirement planning, investment management, tax planning, and estate planning, with the aim of aligning a client's capital, including money, time, energy, and attention, with what matters most to them. In some cases the firm is working with the third or fourth generation of a client family. It was named a 3rd Place Winner in The Fresno Bee's Best of Central California competition, The People's Choice, in both Wealth Management and Financial Planner.

The office is at 7571 N Remington Ave, Ste. 105, about a quarter mile from the Pinedale Assembly Center Memorial and the same distance from Passport Health Fresno Clinic. North Palm Avenue and West Nees Avenue are each roughly three-tenths of a mile away, Spano Park is about four-tenths of a mile from the office, and the Fresno Social Security Office is about half a mile away.

Portfolio Advisors has built more than three decades of service in the Central Valley, and its recognition in The Fresno Bee's Best of Central California competition in both wealth management and financial planning reflects the standing it holds among Fresno-area families seeking fee-only advice.

Services:

• Digital Estate Planning
• Estate Settlement
• Investment Management
• One-Time Financial Planning
• Retirement Planning