Financial Advising near West Sacramento, CA

17 locations found near West Sacramento
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“I had the best experience with Jared and the team. As first time commercial real estate buyers it can be very overwhelming. Jared was an answer to prayer. Quick, efficient and best of all, he cares about his clients. Thank you Jared, gold Bridge Capital Solutions and thank u God for such an amazing group of people.”

5 Superb20 Reviews

“We have Laura at Sac Mgmt managing our community, where we have our home, for many years now. Anytime there is a problem she is right on it to resolve. We love how we always receive a quick response from her team. We also service a swimming pool for one of her properties. Out of all the mgmt companies we work with Laura is the best in every way. We are always able to get her on the phone and discuss what is needed in a timely fashion. We would highly recommend Laura and her team over any other mgmt co.”

4.4 Superb18 Reviews

“I feel lucky to find Max, very helpful call that I experimented, full of great tips and ideas, very respectful and patient, never watch the clock, as soon as he start, he never stop, until you'are satisfied, I personally highly recomend his tax services, nothing but the BEST!!thanks Max”

4.4 Superb7 Reviews

“I am an American River College student who is majoring in business and I love Fidelity I am investing in CDs I love there online resources and information I am learning about wealth building it is a learning lab plus investing at the same time. I am building capital for the business I want to start some day.”

3.6 Good16 Reviews

“Carrie was so helpful. I had to go there twice due to a mistake maybe on both my part and the part of a worker from another location. I could have misunderstood and maybe the explanation wasn't the best. Either way Carrie helped me out and got everything fixed. I think it took 3 hours the first day and a week later was super easy. They seemed to be short staffed so make sure you have an appointment. I didn't and the second time I tried to call to make an appointment but no one picked up the phone. So I just went in super early and had no issues. Parking is easy and plenty of them.”

3.3 Good25 Reviews

“I was in the Sacramento area for some work and had to drop by the bank. It just so happened that I was right by Arden and it brought me to this location. There was no line. The teller was very welcoming and helpful and I was in and out super quick. I'll be sure to tell all my friends that bank with First Northern. #thatsmybank”

3.3 Good10 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.”

4 Good4 Reviews

“Whitaker and Associates are just plain awesome. Always professional, patient and have insight into the latest tax laws to help me get more money back. Anyone can input numbers on a screen, charge you any amount and call it a day. Chris takes the time to find you all the deductions he can and will even call you with questions to help you, if he can, get even more money back. Every year with Whitaker and Associates I have gotten money back! I highly recommend them.”

2.3 Poor6 Reviews

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