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8:30AM - 5:30PM
4180 Douglas Blvd Suite 200, Granite Bay
Investing
9AM - 7PM
8985 Vista De Lago Ct, Granite Bay
Investing
“I appreciate the opportunity to rent and live in one of Duane Lyon's properties. My child gets to be an outside kid. He had the chance to grow up in this neighborhood, grow in school and build lasting friendships and community.
As a landlord Duane is responsive, and thorough with your needs. We treat this house/rental like it's our home. He has allowed us to build our future, secure and stable.”
8:30AM - 5PM
1624 Santa Clara Dr Suite 160, Roseville
Investing
“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.”
8AM - 4PM
1568 Creekside Dr Suite 204, Folsom
Investing
“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.”
“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.”
“Amazing experience! Quick responses, great service and significant savings. I didn’t feel pressured at all, just supported. I’ll return for future insurance needs.”
“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.”
“Amazing customer service by Jonathon, He was very nice and very patient answering my 1000 questions :D …. He was very professional, had a smile on his face always …. I appreciate his full attention, politeness and time … A ++++ service .. I was worried coming to this branch after reading some of the reviews.”
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.”
9AM - 5PM
338 Elm Ave, Auburn
Investing
“This was the first time I had to go inside this location. I normally do all my banking via the machine outside. The inside was clean and there were two tellers and one person in line. I had scheduled an appointment on line to open an account. I went to one of the people sitting at the desk and said I have an appointment to open an account. The person looked at the computer and said that is with me, I am Vanessa Ray. She was extremely friendly and helpful. She conducted herself very professionally. She needed the forms to be notarized. Within minutes, another woman came to the area and notarized the documents. The entire transaction took no more than 20 minutes. I was extremely pleased with how smoothly the procedure went. All contact information was provided to me in written form.”
“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've had a TD Ameritrade account for many years and am very happy with the friendly and helpful service at this branch, as well as the easy to online and mobile trading platforms and low cost investment fees.”
Investing
Investing
Investing
Investing
Investing
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.”