Investing near Granite Bay, CA
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19 locations found near Granite Bay
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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.”
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9125 Vista De Lago Court, Granite Bay CA 95746
“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.”
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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.”
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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!”
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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.”
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2241 Douglas Blvd Ste 100, Roseville CA 95661
“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.”
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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!!!”
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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.”
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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.”
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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!”
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1186 Roseville Parkway Ste 180, Roseville CA 95661
“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.”
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3741 Douglas Boulevard Ste 200, Roseville CA 95661
“Tony DeLoney and Team are absolutely amazing. I’ve done many deals with them before purchasing from my clients multifamily and they’ve always had high integrity and honesty in the way they do business how we recommend them and I look forward to doing more deals with them in the future.”
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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.”
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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!”
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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.”
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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.”
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33 LINCOLN BOULEVARD , LINCOLN CA 95648
“My "usual" Wells Fargo branch is temporarily closed due to the virus thing, so this is the next closest one I've got available. I've been going to the other one for something like seven years and everyone knew me by name so as you might expect, I wasn't exactly overjoyed to have to go to a new branch where no one knew me - and to do so wearing a mask! I've been to this branch four times now and have been happy overall. They've got all the usual virus things in place - spit/sneeze/cough barriers for the tellers, marks on the floor every 6 ft, reminder signs, etc. If the weather supports it, they leave the front doors open too - one less thing to touch!”
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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!”
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7850 Kingswood Dr, Citrus Heights CA 95610
“Customer service is good. Most of the time I use this branch and I am happy. Just one day I got appointment online for Saturday morning. when I arrived on time, I saw the Bank was closed and many people were came and nobody answered and no information about why they give us appointments and then they were closed? But I still like this branch and that was happened just one time for me.”
