Financial Planners near Citrus Heights
Financial Planners near Citrus Heights picked by BestProsInTown
26 businesses
Parkshore Wealth Management
“My husband and I have been with Parkshore since 2000, both for tax preparation and investment. They have been responsive to our needs and ideas and we trust them implicitly.”
Sterling Retirement Group of Sacramento
“My wife and I was recently referred to Brian with Sterling Retirement group in Roseville, Ca. for some financial planning due to my wife who recently retired and myself retiring soon. We were greeted by Angela at the front desk. She was and continues to be very helpful with our before and after appointments. She made us feel very welcomed. We had our first meeting with Brian Souders who took the time to start from the beginning with the financial concepts and made it very easy for us to understand. He took the the time to educate us on different investment strategies and explained why he recommended certain options. Brian is very patient with all of our questions and concerns. He created a clear, practical plan tailored to our specific goals and for the first time we felt comfortable with trusting someone else with our finances and future. With Sterling Retirement Group we are very optimistic about our financial future. The entire team is extremely professional yet very warm and personable.
Vincent and Marcy”
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