Financial Advising near Granite Bay, CA
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Financial Advising
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“My wife and I met with Mike Wells recently to discuss potential tax issues of a recently deceased relative. Mike took the time to review our situation, ask a lot of questions, then give us a couple of different options on how to proceed. One of those options would even result in not using his company, as the costs outweighed the benefits. We came away from this meeting (a free consultation) with a much better understanding of our options. We were thoroughly impressed with Mike's knowledge and professionalism. He made this a most comfortable and informative meeting.”
Financial Advising
“My wife and me own a Dental Practice for 7+ years and we have been truly blessed to have Tom and his team helping us with our Tax Planning, Tax preparation and monthly bookkeeping.I meet with Tom mid year and end of the year for forecasting, this way there are no surprises!!! I always have a ballpark figure of what I will pay in taxes, never surprised with a bill. Also, he will make great suggestions for tax savings !Thank you so much Tom and Team!Chris CromeyerCromeyer Dental Care.”
Financial Advising
“I've been doing business with this firm since 1984. That being said, I should mention that they first were known as Smith, Johnson & Nix and have since evolved into Planned Solutions. I have never once had reason to be angry, upset, or concerned about their advice, their honesty or integrity. In my nearly 40 year relationship with them, I have experienced two life changing events; once with my sister and once with my parents. Their ability to think outside the box allows them to be creative and innovative without adding risk. They are currently working with my granddaughter in Texas over the telephone and through internet audiovisual media. As I have advised my family and friends; give them a call and verify any recommendations you are receiving regarding your financial future.”
Financial Advising
“Kimmie is by far, heads above any financial planner I've ever worked with. Her knowledge of the market and her detailed understanding and delivery of financial information is remarkable. She's the best.”
Financial Advising
“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!!!”
Financial Advising
“Dear Boyd & Associates We want to express our gratitude and appreciation for all the hard work that both Sean Boyd and Raquel Camacho gave to our recent tax situation. We did an amended 2017 tax return for a business venture failure. Unfortunately the IRS flagged us for an audit of this business failure. Our amended return was denied after the initial audit was performed. Sean and Raquel were great and did not give up. They advised us they would continue to fight for us as they felt this business loss was valid. They worked for months and went back and forth with the auditor who still wanted to deny the business loss. Boyd & Assoc was ready to take this to appeals when the auditor came to them with a compromise. The IRS would allow almost all of the business loss to be taken as originally submitted by Boyd & Assoc. This was a great relief to us as we had taken a big hit on this failed business venture. Throughout the whole process Sean and Raquel remained in contact with us on updates and kept a positive attitude which helped us remain calm though a stressful audit process. They handled virtually everything for us and we didn't have to correspond with the IRS directly at all. This was a relief since we had never been through an audit with the IRS before. Their professionalism, knowledge and great service will keep us as customers for years to come. We couldn't recommend them more for your personal or business tax needs. Sincerely, Tim and Debbie O'Connor”
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“Amazing service! Very responsive and knowledgeable. I have never felt more cared for and educated by a tax and legal professional. Chris makes you feel like family and ensures your financial safety. I highly recommend his services and have since referred my family, who are equally satisfied!”
Financial Advising
“It has been an absolute pleasure working with James Pak and the whole team at Creative Planning for the past 3 1/2 years. First I would like to share that I got my degree in Finance and started off working in the Financial Services industry years ago. Unfortunately I have a neuromuscular condition that led to me getting on disability. Over the years we had worked with a couple of financial representatives - one was even family. In the end most of them did not do a good job to help us grow our assets nor have our interest at heart. So I started managing the accounts myself investing in low cost index funds with very minimal fees. Eventually I realized I needed a team to help us with the complexities of our financial situation as our portfolio value continued to grow. We interviewed a variety of financial advisors and were blown away by the comprehensive level of service Creative Planning can provide. Our financial advisor, James Pak, has been amazing to work with. He is excellent at communication and gets our questions answered no matter the complexity it may be. And he truly has our interest at heart when figuring out solutions for us. We love referring our loved ones to James and Creative Planning since he has made an incredible difference in our lives. Please definitely take the time to interview James Pak and Creative Planning. It changed our lives for the better and I know it will change your life for the better too!!”
Financial Advising
“ATM Only - The branch in suite 190 closed, the closest branch to this is off Douglas and Sierra College now. The ATM is on the exterior of the office at the front entrance.”
Financial Advising
“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!”
Financial Advising
“I have been using Shlomo since I opened my business 12 years ago. I have known him even longer and I highly respect him. He is always kind, patient and professional. Being self employed it's not always easy to determine the correct right offs but he is incredibly smart and creative to help you achieve your financial goals. (have more right offs or show more income to purchase home etc) He is the best of the best”
Financial Advising
“Great retirement planning support offered here! Excellent customer service and quick responses to inquiries. Ask for Geremy - he's both knowledgeable and helpful!”
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!”
Financial Advising
“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.”
Financial Advising
Financial Advising
“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!”
Financial Advising
“I moved to Reno, Nevada but kept my main account at First Northern Bank of Dixon in Auburn, CA. I miss going in there because they have always treated me like family. I guess I am old fashion but I don't care about large, fancy banks. I want that personal touch like always making me feel like an old friend they had not seen in a while. They remember things about my family and ask about how my daughters are doing. When I have had any questions, I call and actually get a live person that will help me right away. I want the staff at this bank to know they always made a difference in my day by wearing smiles and treating me with caring and kindness.”
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
“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.”
Financial Advising
“Garrick is the absolute best. I have never felt more secure about my future than I do now. If you don't make an appointment to see him, then you are making a big mistake.”
Financial Advising
“Even though I didn't eventually go through this organization, I did contact them about Medicare insurance questions. I work for the state of California and my wife is a retiree from same so our insurance situation is different from most. Long story short. I was looking for Medigap coverage, so I contacted Debbie Bennett and she was so helpful. We emailed back and forth a few times and she told me what kind of questions I should be asking. Once I found out that I didn't have those options, I emailed her and let her know, thinking that was it. But no, she emailed me recently asking if everything was good and I was happy with what I had, and if anyone else needs Medicare help to please send them her way. I said I would definitely do that. So, if you have Medicare insurance questions, call Debbie Bennett.I only wish their website was up. I couldn't get it to come up.Thanks Debbie! Customer service extraordinaire!”
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.”
Financial Advising
“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.”
Financial Advising
“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”
“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.”