Financial Planners in Roseville

“So very patient and encouraging
Finished feeling more informed
Overall great ?“

“Brian Souders is the best! He's trustworthy, detail-oriented, and always puts his clients first. If you’re looking for solid financial guidance, you’re in great hands.“

“Allworth has been fantastic to work with over the last 15+ years. We’ve had the same advisor, Barbra, the entire time. She is always responsive and provides great advice. Truly cares about her clients. A number of our friends have also joined Allworth as clients and have had the same experience. Allworth as a whole has added on lots of great services and technology over the years. Highly recommend them.“

“Jeremy is not only a fantastic financial advisor but truly an amazing human being. I've had the immense pleasure of working with him over the last year, and through the entire process, I have genuinely felt he has cared deeply about my needs and what's most important to me and my family.

What sets Jeremy apart is his remarkable ability to make complex financial concepts feel approachable and easy to understand. He takes the time to listen, truly grasping our long-term goals and anxieties, and then translates them into a clear, actionable plan. There's a palpable sense of trust and confidence he instills, which is invaluable when dealing with something as personal as your finances. He's incredibly patient, always ready to answer questions, and provides guidance that feels genuinely tailored, never generic.

Beyond his professional acumen, Jeremy's warmth and integrity shine through. He doesn't just manage money; he builds relationships based on mutual respect and genuine concern. It's rare to find someone who combines such high-level expertise with such a compassionate, human touch.

If you're looking for a financial advisor who will not only expertly guide your financial future but also truly care about your well-being, Jeremy is the person you need. I wholeheartedly recommend him to anyone seeking clarity, peace of mind, and a truly dedicated partner in their financial journey.“

“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!“