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Closed today
2600 E Bidwell St Suite #210, FolsomClosed today
5940 Granite Lake Dr, Granite Bay“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.“
Closed today
300 Harding Blvd STE 115, Roseville“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“
Closed today
2999 Douglas Blvd Suite 250, Roseville“Fantastic!! Lauren is amazing. She listened to our millions of questions, not matter how goofy & was kind & fully addressed our concerns. After working 40 yrs, she's helping out Retirement income WORK for us!!! Oh, Lauren works out of the Roseville office.“
Closed today
3001 Lava Ridge Ct, Roseville“The money experts are phenomenal from the webinars to the one-on-one coaching. Highly recommend their services.“
Closed today
2990 Lava Ridge Ct #210, Roseville“Working with Jeremy Wakamiya was a truly valuable experience. He guided me thoughtfully through retirement strategies, investment planning, and selecting the right life insurance policy. He patiently explained complex concepts in a straightforward way, making sure I clearly understood every step. I especially appreciate his personalized approach of taking time to understand my financial goals and genuinely cared about my comfort level, and consistently provided thoughtful recommendations.
If you're seeking someone knowledgeable, trustworthy, and genuinely dedicated to improving your financial security, Jeremy is the advisor.“
Closed today
1100 Melody Ln Suite 222, Roseville“This review is long overdue! I've been working with Wheeler Financial Planning Roseville for about a couple of years. He's very knowledgable and resourceful within the many areas of financial life including life insurance. I always appreciate James' guidance and insights as I think about retirement. Honestly, he make this process enjoyable which is not always easy to do. Thanks for all that you do and helping us with our retirement goals!“
Closed today
1700 Eureka Rd, Roseville“Have been putting LFA's advise & tax planning to work over last 15+ years. Two houses, six cars, sums of debt paid off, even more in savings accumulated, & attaining freedom of income to enjoy family, travel, life's pleasures, etc.“
Closed today
508 Gibson Dr STE 240, Roseville“I recently enrolled in a CPR class with Next Level Advisors. The class was a blast and the instructor, (Dave) was amazing. I highly recommend this class.“
Closed today
2209 Plaza Dr Suite 200, Rocklin“My wife and I met with Mike Wells recently to discuss potential tax issues of a recently deceased relative. Mike took the time to review our situation, ask a lot of questions, then give us a couple of different options on how to proceed. One of those options would even result in not using his company, as the costs outweighed the benefits.We came away from this meeting (a free consultation) with a much better understanding of our options. We were thoroughly impressed with Mike's knowledge and professionalism. He made this a most comfortable and informative meeting.“
Closed today
1700 Eureka Rd STE 110, Roseville“Stan has been our financial advisor for 15+ years. He is smart, knowledgeable, has sound judgement, and is 100% dependable. We highly recommend his services.“
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