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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.”
“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!!!”
“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.”
8:30AM - 5PM
1186 Roseville Parkway Ste 180, Roseville
Investing
“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.”
8:30AM - 5PM
1186 Roseville Parkway Ste 180, Roseville
Investing
“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.”
“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
Investing
Investing
“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!”