"Working with Eight Oaks Financial has given me the confidence to be in a better position to make the right financial decisions at the right time for my family. The firms/wealth managers' economic, financial, and market knowledge help to provide sound guidance and recommendations based on my future goals."
- Kurt Mumma
This statement is a testimonial by a client of the financial professional as of 02/15/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"We have worked with Andy Chatham and his team for more than 20 years. Andy helped me navigate being a responsible single mom, balancing covering day to day living and preparing for the future with Life Insurance, Long Term Care, and Retirement. I especially appreciate his steady guidance and the great advisors he brings to the table for Life planning. Thank You!"
- Peggy Stritch
This statement is a testimonial by a client of the financial professional as of 02/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"I'd like to recommend Andy Chatham and his team of professionals at Eight Oaks Financial. We started working with Andy in 2009 and throughout our years together, I have found him to be intelligent, approachable, and responsive to our questions while providing us counsel to our financial needs. Andy asks us good questions and uses our information about our goals / risk tolerance / time horizon to make recommendations; I never get the feeling that he is offering a cookie cutter approach. He really takes the time to listen to support us in achieving our financial goals. In addition to providing us with regular updates on market trends via email newsletters and our quarterly check-ins regarding both the performance of our investments as well as lessons in economics, he is also available at any time for questions. I would not hesitate to recommend Andy Chatham and his team for financial/retirement planning."
- Lita Unruh
This statement is a testimonial by a client of the financial professional as of 02/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"Andy is great to work with - professional, responsive, and trustworthy. In times like this I appreciate knowing he's doing what's best for me and my family. I highly recommend Andy."
- Jennifer Colson Realtor at Coldwell Banker Los Gatos
This statement is a testimonial by a client of the financial professional as of 02/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"Andy magically appeared because of a referral from a colleague right when I was looking for a reliable, trustworthy financial manager/advisor and we hit it off immediately. He's very easy to talk with, and always listens to my concerns and needs very closely. It never feels like I'm being "sold or told" when I interact with him and I find that to be quite rare in his trade. He worked with me and my wife to identify goals, measure risk thresholds, and devise plans for savings, college, life insurance, and retirement. The market has been sluggish as of late, but we're in for the long haul with Andy and I'd highly recommend him as a financial manager/planner/advisor."
- Bruce W. Campbell
This statement is a testimonial by a client of the financial professional as of 02/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"I would highly recommend Andy for financial advisory services. He is bright, responsive, a person of high integrity and values and provides me with support both on a personal and business level."
- Donna Degrande Executive HR Consultant
This statement is a testimonial by a client of the financial professional as of 02/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"I have worked with Andy Chatham and his team for years. They have done an outstanding job understanding my financial situation, listening to my needs and my hopes for retirement. It is clear they have taken the time to understand me as a human first, not just as a client. They have guided me through a planning process, through major life changes, that I trust and understand. I would give 10 stars if I could."
- Tina Babbi GTM Sales and Marketing Strategy and Operations
This statement is a testimonial by a client of the financial professional as of 02/09/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
