Foronjy Financial

Anne Ozzimo 

on Google

a month ago

We've been clients of Foronjy Financial for over many years now, and highly recommend them. Bryan, Casey, Emily and the rest of the team are incredibly responsive and go the extra mile to make sure your questions are answered, your concerns are addressed, and your investments are safeguarded. Case in point: Emily walked my daughter and I through some complex transactions on December 31, despite it being New Year's Eve, so we could make some adjustments to our portfolio before the year end. Anyone looking for a safe haven a... read more

Chris Eicher 

on Google

2 months ago

I had worked with Bryan before Foronjy Financial and most recently for the last 5 years. They provide a service that is very customized to your "style." They match their advice to your level of comfort for risk, lifestyle, responsiveness, reactivity, etc. They get my A+ recommendation. 

Jeff Severn 

on Google

5 months ago

Bryan's firm has been managing our investments since 2021. He has a confident and warm demeanor, and is been very easy to talk to about investments and the ramifications of the choices. He has an office in both San Luis Obispo and in Santa Barbara with a competent staff in each. I highly recommend Foronjy Financial. 

Brian Kennelly 

on Google

2 months ago

I am thrilled to be getting advised by Foronjy Financial (after having been provided advice by a national firm for 25 plus years and having tried getting sound advice from an all-online company for just under one year). Yes, I pay fees. But this boutique and local firm is attentive to my needs, responsive, and genuine. 

Patrick Lee 

on Google

5 months ago

Bryan and Emily were so helpful during this process for us. We felt comfortable and at ease from our very first meeting. Their services were catered towards our individual needs, and we have a lifetime of support from them, even after our "scheduled services." Thank you both!