About Parkshore Wealth Management
Reviews for Parkshore Wealth Management
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Tips
by appointment only
Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor that takes a personal approach to helping people build a firm financial foundation for their lives. Established in Granite Bay, California, the family-owned firm partners with financially responsible individuals and families who are eager to use their money to construct the future they desire. With a team of experienced professionals, including Harold, Daniel, John-Thomas, Trevor, and Jodi, Parkshore Wealth Management provides responsive and trustworthy services for tax preparation and investment management. Clients have been extremely pleased with the guidance and support they have received from the Parkshore team, particularly as they prepare for retirement.
I am so glad I decided to work with Parkshore Wealth Management! They have completely transformed the way I look at my money and my future. For the first time, I feel like I have a clear actionable plan that actually makes sense for my life. Beyond just the numbers, the peace of mind knowing I am on the right track is invaluable. I could not be happier with the guidance and professionalism they bring to the table. And they all are really nice people!
For the past 13 years my wife and I have been working with Parkshore Wealth Management for our financial planning, retirement saving consultation, investment advice, tax planning, and wealth management. We have been extremely pleased with everyone who has helped us out. Harold Anderson, John-Thomas, Trevor and Jodi along with Daniel have done a fantastic job in giving us the proper guidance for our retirement life. We are highly recommending Parkshore Wealth Management.
The Team at Parkshore Wealth Management really take the time to understand your situation and priorities and then structure a long term financial plan for you. Sounds old fashioned, but they treat you like family and personally, I like that. Would not hesitate to recommend them.