Investing in Sacramento, CA

7 locations found near Sacramento

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  1. 5523a F Street, Sacramento CA 95819

    5 Superb 25 reviews

    “My wife and I are incredibly grateful to have Pam and the team at Golden Wealth Capital as trusted partners in our financial journey. From the very beginning, Pam has taken the time to understand our goals, answer our questions, and provide thoughtful, unbiased guidance without ever making us feel pressured. What we appreciate most is that Pam has fully supported our desire to self-manage our overall investment portfolio. Rather than trying to take over, she has served as a knowledgeable sounding board, helping us think through important decisions, refine our long-term strategy, and stay focused on what matters most. Her insight, patience, and genuine interest in our success have given us confidence in the decisions we're making. It's rare to find someone who combines deep expertise with such a collaborative and client-first approach. We truly value the relationship we've built with Pam and highly recommend Golden Wealth Capital to anyone looking for trustworthy, personalized financial guidance.”

  2. 2277 Fair Oaks Boulevard Ste 150, Sacramento CA 95825

    3.3 Good 32 reviews

    “Great personnel here. Found an engaging financial advisor here. They are all prompt, courteous, and thorough in meeting clients’ needs and suggesting possibilities.”

  3. 525 Fulton Avenue, Sacramento CA 95825

    3.1 Average 30 reviews

    “I was referred to Charles Schwab by friends while traveling because they don’t charge foreign transaction fees, which is a big plus if you travel a lot like I do. The only downside is that since it’s a brokerage firm, most things are handled online. I recently visited this Sacramento branch after having trouble depositing a check through the app. I was very impressed with the service I received. Ed at the front counter greeted me with a warm smile and was super friendly and helpful. The whole process was quick and easy. Highly recommend!”

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  5. 8775 Folsom Blvd #100, Sacramento CA 95826

    2.9 Average 27 reviews

    “I find USBank very helpful, professional and great when it comes to customer service. I could use online services to conduct business, but the staff are very helpful in meeting my needs. I prefer to go to actual location Fair Oaks Blvd. To conduct my business. The staff make it very easy and get things done correct and finalized with no discrepancies.”

  6. 4080 Truxel Road Ste 240, Sacramento CA 95834

    4.2 Good 5 reviews

    “I have been working with Lesa for several years and she is a wonderful advisor so responsive and helpful in guiding me in my investment decisions. She is patient explaining to me my options in a manner I can understand and make informed decisions. She is caring and compassionate towards her clients and makes them feel like friends rather than a client relationship. I would highly recommend her to anyone seeking guidance in their financial matters.”

  7. 400 Capitol Mall, Sacramento CA 95814

    2.2 Poor 8 reviews

    “I love coming here at Christmas time. They decorate and each year it's different which is even better. We can stop by when we dine at Il Fornaio . This year they included landmarks like the Eiffel Tower and the leaning tower of Pisa. Plus the old phone booth of old England. Perfect for your social media posts. Great for the family picture or your couples one to. The large trees are also lighted up in front of the building.”

  8. 400 Capitol Mall Suite 1700, Sacramento CA 95814

    2.1 Poor 7 reviews

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