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8:30AM - 5:30PM
4180 Douglas Blvd Suite 200, Granite Bay
Financial Advising
“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.”
8:00 AM - 5:00 PM
102 El Dorado St, Auburn
Financial Advising
“Great attention! They have provided our Life Insurance for over 20 years and we have had the cash value grow as the cornerstone of our retirement plan. They also help us secure high yield IRAs when needed and provide our healthcare practice retirement plan. Thank you to the team at IFC!”
“Ivan and the entire team at Tidwell & Associates CPA work hard to give their customers peace of mind and comfort. You leave here feeling like a lifelong friend took care of you.”
“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.”
“Absolutely love the insightful weekly emails about the market and impacts. Graphs and charts that are simplified and explained and, different than other emails I’ve received that have a tone of insight if FOMO, that urge or beg the reader to “do something now or else!”, or worse, to BUY something!!Rather, the emails from UpCapital strive to teach and educate the reader by offering real, up to date data, explaining what it means, and weaving in personal experiences that just being it all home. Easy read and often read.”
“We had our annual review and were so pleased with our manager. He was completely knowledgeable about our entire portfolios as well as our personal goals and lifestyles. He provided insight and ideas we had no considered. We are thrilled with the path we are on and owe our direction to good management with Erick Hoyer.”
“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.”
“Been conducting business with this bank for years. When you walk in you are greeted by friendly employees who are quick and courteous while helping you.They are also nice enough to not omly have cookies and candies available when I come in, but also treats for my puppy.”
8:00 AM - 5:00 PM
1420 Rocky Ridge Dr #340, Roseville
Financial Advising
“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.”
“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!”
“I have never believe in bitcoin since I was scammed on April 10th so I stayed away from it because losing money is heart breaking, until I was recommended to MRS Kathrine Lucas by a close friend for her good job, she helped me managed my account and I was able to make a good withdrawal after a week of trading right now I have made so much money on crypto currency it has change my life for good inbox her now for your help.”
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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.”