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8AM - 4PM
9075 Elk Grove Blvd #140, Elk Grove
Investing
“Katie is a woman of high caliper, she is engaging, she takes time with her investors to make sure they understand each strategy and intended outcome, and she has delivered on everything, and more!”
9:30 AM - 4:00 PM
9170 W Stockton Blvd, Elk Grove
Investing
“Today I took my elderly mother in law here to do some changes on her acct. Hilda Dominquez was amazing with her. She spoke to her in a way that she could understand everything. She was very patient and showed her step by step how to do everything she needs to do on her phone. It was a long process because computers! Lol but she has incredible customers service skills. Great employee”
Investing
“I have been working with Josh for over a year now and have found him to be exceptionally hard-working, knowledgeable, and just a great guy to work with. I highly recommend his services!”