Financial Advising near Granite Bay, CA
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
24 locations found near Granite Bay
Filters
-
4180 Douglas Boulevard Ste 200, Granite Bay CA 95746
“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.”
-
102 El Dorado Street, Auburn CA 95603
“In a world where we are constantly being lost in the masses and treated with indifference IFC is a truly supportive home. I can always trust Garrettt to respond to every question that I may have and to follow up with my desires. Most recently we have been exploring opportunities to move investments to support positive outcomes for individuals and companies that respect our communities and our planet. He has been amazing.”
-
1568 Creekside Drive Suite 204, Folsom CA 95630
“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.”
-
1624 Santa Clara Dr Suite 160, Roseville CA 95661
“Rashida's company has guided us through the years including retirement, investments, determining our legacy, etc. We are fortunate to have her as our guide!”
-
2209 Plaza Drive Ste 200, Rocklin CA 95765
“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.”
-
4364 Town Center Blvd Ste 315, El Dorado Hills CA 95762
“I just had my annual review. I’ve been with Creative Planning for 11 years now. And through all the noise, it has been an excellent partnership that has served me very well.”
-
341 Lincoln St, Roseville CA 95678
“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.”
-
970 Reserve Drive Suite 150, Roseville CA 95678
“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!!!”
-
1212 Suncast Ln #1, El Dorado Hills CA 95762
“Working with Paul has been educational and informative. His Fiduciary Fee-only approach is unique and sets him apart from the other advisors in the area. His experience, knowledge and compassion makes him stand out and you will feel the same way the first time you talk to Paul. He is a member of the CFA which I found to be comforting as the CFA institute is a global association of investment professionals. Paul Definitely has more than just hometown experience to offer. If your well established financially or want to plan and invest for the future Paul is the person to talk to! I recommend Paul to anyone.”
-
510 Oak Street, Roseville CA 95678
“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.”
-
2377 Gold Meadow Way Suite 100, Gold River CA 95670
“I’m very happy with the Zeller Kern Wealth Advisors team; their service is excellent; their very responsive, personable and professional; their goal is to make your financial wealth meet your personal goals; their planning is very thorough and detailed; as time goes on they’ll contact you to go over your goals, and confirm your portfolio is on track to meet those goals; it makes you feel valued and important. I’ve been with Zeller Kern Wealth Advisors for many years and I’m very pleased with the portfolio they’ve built and managed for me as it has met my needs now, as I trust it will in the future. When the topic of financial planning comes up; I’m always bragging about my Zeller Kern Wealth Advisors team. I would recommend them to everyone! Zeller Kern Wealth Advisors is the “concierge” of financial planning.”
-
2270 Douglas Blvd #100, Roseville CA 95661
“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.”
-
101 Parkshore Drive Suite 100, Folsom CA 95630
“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”
-
915 Highland Pointe Dr #450, Roseville CA 95678
“This is not a branch, it’s an admin office. Friendly employees and a warm working atmosphere — everything was such a pleasant and heartwarming memory. Highly recommended!”
-
993 Governor Drive Suite 102, El Dorado Hills CA 95762
“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!”
-
5000 Windplay Drive Ste 2, El Dorado Hills CA 95762
“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!”
-
2600 East Bidwell Street Suite 130, Folsom CA 95630
“Great retirement planning support offered here! Excellent customer service and quick responses to inquiries. Ask for Geremy - he's both knowledgeable and helpful!”
-
1186 Roseville Parkway Ste 180, Roseville CA 95678
“The staff and crew at Charles Schwab are honest, professional, and highly skilled. I brought in a tire for a flat inspection and was quickly taken care of and back on the road in no time. This business is truly a gem in the community. More locations like Charles Schwab would be a great addition.”
-
1180 Iron Point Road, Folsom CA 95630
“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.”
-
3175 Sunset Blvd #102, Rocklin CA 95677
“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.”
-
1420 Rocky Ridge Drive Suite 340, Roseville CA 95661
“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.”
-
390 Elm Ave, Auburn CA 95603
“Every time I visit this branch they are very friendly and helpful. They quickly learned my name and who I am, as they do with all of their customers. I couldn't ask for a better banking experience!”
-
1620 Lead Hill Boulevard Suite 100, Roseville CA 95661
-
1220 Roseville Pkwy #100, Roseville CA 95678
“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!”
