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8:30AM - 5PM
1624 Santa Clara Dr Suite 160, Roseville
Investing
“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.”
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.”
“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!”
Investing
Investing
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.”