Investing near Granite Bay, CA

9 locations found near Granite Bay

“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.”

4.8 Superb25 Reviews

“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.”

4.4 Superb30 Reviews

“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!”

5 Superb24 Reviews

“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.”

5 Superb11 Reviews

“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.”

5 Superb8 Reviews

“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.”

5 Superb20 Reviews

“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.”

3.9 Good31 Reviews

“Great retirement planning support offered here! Excellent customer service and quick responses to inquiries. Ask for Geremy - he's both knowledgeable and helpful!”

3.7 Good6 Reviews

“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!”

2.8 Average23 Reviews