Financial Planners near Granite Bay picked by BestProsInTown
“I am impressed with your dedication and professionalism I feel comfortable and calm about my financial future. I worried about my retirement throughout my entire working phase of my life. One year ago Parkshore set up my retirement plan. Now, I’m a year into retirement. For the first time in my life I do not worry about my financial future.
Thank you,
Bob”
“Shurnell James, my money Coach, has been my rock. Every financial hurdle or situation I bring her, she has the tools, resources and support to help me feel confident in my financial future. It feels as if she's right beside me every step of the way! I have felt so much stress over the last few months financially, but Shurnell always has the answers to help boost my confidence! Grateful would be an understatement to how I feel about my experience.”
“Allworth staff as a whole is very customer service oriented which is much appreciated! Barbara Healy is our personal advisor and she is the best....always listens and is very informative to our needs, as well as being very friendly!”
