{{ group }}
- {{ item.name }}
- {{ item.properties.formatted }}
9AM - 5PM
7850 Kingswood Dr, Citrus Heights
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.”
“Words cannot describe how much Pamela has helped and supported my husband and me. She is a true gem and we are so grateful to her. Since starting to work with her 2 years ago she has transformed our relationship with money and with each other. My husband and I are now more confident managing our finances together as partners. With her counseling and planning we have saved more money than we could have imagined and are on track for both practical things like retirement and quality of life purchases like trips and home improvements. We originally went to Pamela with stress and confusion about how to combine and organize our money after getting married. Pamela understood that this transition and concern about finances went much deeper than just figuring out the basics. Her skill set goes beyond financial planning. She understands that money affects relationships, emotions, lifestyles, and hopes and dreams for the future. Despite being a dual income household we found ourselves living paycheck to paycheck and not understanding where our money was going or how to work together to get on track. Pamela knew just how to approach this and made us both feel heard and understood. Pamela is warm, personable, and non-judgmental. She has a way of relating to people that is rare these days and that we didn't expect with a financial planner. We both think of her as a coach and major cheerleader of our relationship and future. We contacted Pamela recently when our financial situation changed and she called us back right away, not missing a beat. Even after a year she remembered us and our situation and was eager to help us navigate some very complicated financial matters. She goes above and beyond. She is available to talk, email, or text in order to answer questions and offer support and reassurance. She has reached out to tax preparers to find the right one for us and even talked to our loan officer to help us find the best financing for a home improvement project. Pamela genuinely cares and celebrates each financial effort or victory that we make. We cannot say enough about her! We don't know where we'd be without her support. We are truly lucky and grateful to have her in our life.”
8AM - 4PM
1568 Creekside Dr Suite 204, Folsom
Investing
“Chris is a very detailed, professional financial advisor. He explains everything in a calm manner, and makes the investment process feel safe and secure. I am so pleases with his services and highly recommend his services.”
“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.”
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.”
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!”
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.”
“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.”
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.”
“Bob is like a good doctor: He assesses your condition, listens to your concerns, gathers some data, and only then recommends a course of action. I've never felt railroaded or snowed in his office. I think he really has my best interests at heart, which is a rare thing in the financial industry.Diana runs a tight ship and always has the answers I need in a cheerful and efficient way.”
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.”
8AM - 4PM
9600 Fairway Dr #140, Roseville
Investing
“Jason is wonderful to work with! He set up my daughters college funds and our retirement fund easily and made everything simple to understand as it can be complicated to know what accounts best fit your needs. He is easy to get in touch with and very efficient with making sure all accounts are set up correctly. Thank you Jason for helping our family's future!”
“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.”
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”
8AM - 4PM
600 Coolidge Dr # 185, Folsom
Investing
“Tim keeps up with my investment for the past 10 years and he has not loss my money. I have seen growth in my portfolio and i trust Tim Rogers and Edward Jones . I Remember my sit down with him, and Tim asked me what were my expectations of him. I said quiet simple even if you dont make me money, don't lose my money. Lol”
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.”
“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!”
8:30AM - 5PM
3741 Douglas Blvd Ste 290, Roseville
Investing
7AM - 4PM
3721 Douglas Blvd #205, Roseville
Investing
9AM - 5PM
1112 Galleria Blvd, Roseville
Investing
9AM - 5PM
1112 Galleria Blvd #170, Roseville
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
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.”