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9:00 AM - 5:00 PM
7225 Fair Oaks Blvd, Carmichael
Investing
8:30AM - 5:30PM
4180 Douglas Blvd Suite 200, Granite Bay
Investing
“David and his whole team are incredible. They have been so easy to work with and helped build our portfolio with our church and business. Thank you to the whole Abound Financial team.”
“I found Daniel Kirk in an online search in September 2020. After a couple interviews we decided to move our investments over to Edward Jones working with Dan. A year and a half later we are so glad that we did! I have wanted to post a review for Dan for some time now, especially since this is the very place that we found him. His positive reviews are what originally intrigued us. He’s helped us check off many of our “to-do’s” from life insurance and establishing a family trust. He’s always had our interest ahead of his own, and I appreciate his long term thinking approach to good financial decision making. He also has some great referrals within his network. Thanks Dan!!!”
“I have had my portfolio managed by the Private Banks for almost 20 years. During this time the "market" has gone up and down, the parent bank has had it's issues, and so have I, personally. My husband and I joined the Wells Fargo Team after moving back to California, and then ten years later, I became a widow. Through every challenge, both personal and business, their staff has taken care of my portfolio needs. They have always been a phone call away, making sure the right people would give me the information, or handle the issue.”
“I have personally worked with Tony DeLoney for years. His integrity, hustle, follow-up, diligence and business demeanor are qualities that have caused me to repeat business over and over. He has business "gut" and wisdom beyond his years in my opinion. In 11 years of business, he has transacted the most buys and sells for my company over any other broker.”
8:30AM - 5PM
1624 Santa Clara Dr Suite 160, Roseville
Investing
“I've been working with LWM for many years now and continue to be impressed with the level of care their practice provides me with. Rashida and her staff go out of their way to ensure my financial goals are on track or being met, and I have the utmost confidence in their fiduciary responsibility to do what's best for me per my financial plan.”
8:30AM - 5PM
2277 Fair Oaks Blvd Suite 150, Sacramento
Investing
“I am an American River College student who is majoring in business and I love Fidelity I am investing in CDs I love there online resources and information I am learning about wealth building it is a learning lab plus investing at the same time. I am building capital for the business I want to start some day.”
8AM - 4PM
3007 Douglas Blvd Suite 145, Roseville
Investing
“Gary will take the time and effort to find out what is most important to you and your family. He has a proven track record with me and I would highly recommend you meet with Gary!”
“Phil & his staff are excellent. He has directed us and our retirement investments for the past 13 years. I had to retire early due to health issues. Phil made sure our investments would provide returns without having too much risk. This was important to us. He listened! We are now fully retired without the worry of knowing if we will have enough funds to live comfortably through retirement. Both Phil and his staff are caring and provide individualized and thoughtful services. We are so glad we chose him to manage our retirement funds!”
“My husband and I reached out to Pam last year when we were looking to buy a house, but were a little shaky on whether the financials made sense. We wanted to make an offer, and needed someone who could be thorough, detailed and quick. She was all of those things and so much more! She helped us figure out what made sense in that moment, but also helped us straighten out our financials and come up with a long term plan. She is incredibly smart, very kind, and never made either of us feel judged or ashamed of the poorer financial decisions we had made. When it came to creating a budget, she was mindful of our priorities and realistic about what areas we might struggle with, which really helped us feel more confident about it. None of that "cut out the Starbucks and you'll be a millionaire in a few years!" nonsense.Whether you're trying to dig your way out of debt, make more money than you know what to do with, or just clueless about financials and planning for retirement, Pam can help set you up for success and we highly recommend her!”
8:30AM - 5PM
525 Fulton Ave, Sacramento
Investing
“Carrie was so helpful. I had to go there twice due to a mistake maybe on both my part and the part of a worker from another location. I could have misunderstood and maybe the explanation wasn't the best. Either way Carrie helped me out and got everything fixed. I think it took 3 hours the first day and a week later was super easy. They seemed to be short staffed so make sure you have an appointment. I didn't and the second time I tried to call to make an appointment but no one picked up the phone. So I just went in super early and had no issues. Parking is easy and plenty of them.”
8:00 AM - 5:00 PM
1420 Rocky Ridge Dr #340, Roseville
Investing
“Stifel has been serving my family for 20+ years. Wade Mitchell is an amazingly easy person to work with. He has never let us down. Julia, his support staff, is equally as amazing. I highly recommend trusting your investment needs with the Stifel group. They haven't been in business for 88 years for no reason.”
“My family has been doing business with Bob Burton for many years starting back with my father. Bob is the absolute BEST!!!!! Customer service and an honest desire to help you reach your financial goals is what you will get if you do business with Bob Burton at Wells Fargo Advisors LLC.”
9AM - 5PM
2360 Professional Dr, Roseville
Investing
“Fantastic Financial Advisors. Garrett and Deron are such a pleasure to work with. They didn't try to "hard sell" a bunch of financial products I didn't need. They have also taken good care of my clients.”
“I went to an enlightening seminar (pre-covid) and the speaker had lots of knowledge to share. I listen to them on the radio also, and the podcasts are ripe with information. Some of the callers are at a quandary on what to do and others have so much money they need a guiding light.You can select the podcast interesting to you if you miss the program airing. I always try to listen live, but sometimes life happens and we are fortunate to have podcasts available.Thank you so much for being so available with your wisdom and availability.”
9:00 AM - 5:00 PM
5007 Foothills Blvd, Roseville
Investing
“Hands Down the best bank EVER. I have needed three expedited services from this branch and each time they have been on top of it and very helpful. This is my go to bank”
9:30 AM - 4:00 PM
2010 Gold Field Dr, Rancho Cordova
Investing
“Excellen Bank with excellent service. I've got a customer for over 30 years. I can always get in and out quickly. The staff is very friendly and very helpful. My experience at Wells Fargo was much better than my experience at Bank of America.”
“My husband and I have been using Lincoln Financial for over 20 years. Thanks to their advice, we were able to put a little away monthly and have saved a lot of money including a 529 plan for our daughter. Briggs Matsko, and now Frank Cockrell have given us excellent advice which caused our smallish investment to grow significantly! Very grateful to this company and I would (and have) recommend them to anyone. Also, we have experienced excellent customer service.”
8:30AM - 5PM
3741 Douglas Blvd Ste 290, Roseville
Investing
9AM - 5PM
7850 Kingswood Dr, Citrus Heights
Investing
“Customer service is good. Most of the time I use this branch and I am happy. Just one day I got appointment online for Saturday morning. when I arrived on time, I saw the Bank was closed and many people were came and nobody answered and no information about why they give us appointments and then they were closed? But I still like this branch and that was happened just one time for me.”
7:30AM - 4:30PM
2377 Gold Meadow Way #100, Gold River
Investing
“Zeller Kern is not the cheapest, but they provide exceptional service. If you are looking for white glove, personalized portfolio management, Zeller Kern is your solution. They have decades of experience. They have certifications. They have all of the specialized tools for investing. Most importantly, their communication is excellent. We know where we stand at any given moment, and if we have any questions on a new article or change in policy as to how it relates to my investments, we can call them and have an answer in no time at all. As I am older and and choosier, let me tell you that it is also important for my family and I to like the people we work with. We love Trevor and Steve and Lindsay and the entire staff at the office. If you want cheap, go elsewhere. If you want exceptional service and communication AND money generation, go have a consultation with Zeller Kern.”
7AM - 4PM
3721 Douglas Blvd #205, Roseville
Investing
8AM - 5PM
333 University Ave #200, Sacramento
Investing
8:00 AM - 5:00 PM
2356 Gold Meadow Way #270, Gold River
Investing
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“I love this branch. Everyone is friendly and helpful. The manager Juan is easily accessible. My personal banker Zack is awesome. I feel welcome and comfortable every time I go there.”