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“I became familiar with Lilani Wealth Management, and Rashida a couple of years ago. She is diligent and tirelessly makes sure everything is done properly. She takes great pains to make sure she has the proper staff to service her clients in the most professional manner and is personally involved in every step of the process.”
“I felt compelled to leave a review for Chris and Shannon at the Folsom office. I have sent countless friends to them and referred plenty of people to this business. They have been fantastic to work with super professional and amazing communication. I can’t say enough good things about this team. My only regret is not meeting them sooner.”
“Amazing experience! Quick responses, great service and significant savings. I didn’t feel pressured at all, just supported. I’ll return for future insurance needs.”
“Great service from Mathew in a beautiful , professional atmosphere. He was kind, friendly, and extremely knowledgeable. Additionally, he was very caring about our financial situation and offered wonderful financial advice and planning.”
“Amazing customer service by Jonathon, He was very nice and very patient answering my 1000 questions :D …. He was very professional, had a smile on his face always …. I appreciate his full attention, politeness and time … A ++++ service .. I was worried coming to this branch after reading some of the reviews.”
“They took over TD Ameritrade, which was where my account is located. I went into their office, to hand deliver my deposit. Then I ordered stocks online, just like before. Simple and smooth, no issues.”
“I was referred to Charles Schwab by friends while traveling because they don’t charge foreign transaction fees, which is a big plus if you travel a lot like I do. The only downside is that since it’s a brokerage firm, most things are handled online.
I recently visited this Sacramento branch after having trouble depositing a check through the app. I was very impressed with the service I received. Ed at the front counter greeted me with a warm smile and was super friendly and helpful. The whole process was quick and easy. Highly recommend!”
“Oh, what fun times it is as an adult... I had some trouble with Fidelity on their mobile app as well as the web browser and I remembered this location is right next to my house. So I came over here today after work and Zach had a friendly face and helped me out.He was training a new guy and I hope that the new guy is as awesome as Zach was. I had a couple questions about my 401(k) and they were both super helpful and professional. I will definitely come back if I have any other questions but if you need help, definitely come here and ask for Zach!”
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“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.”