Elizabeth Keyser - Folsom, California

Introduction to Elizabeth Keyser

For individuals and families seeking expert guidance in navigating the complexities of personal finance, Elizabeth Keyser offers a comprehensive and personalized approach to financial planning. Located in Folsom, California, Ms. Keyser’s firm is dedicated to building secure financial futures through strategic planning, investment management, and proactive wealth preservation. She operates from a modern office at 13405 Folsom Blvd St 400, Folsom, CA 95630, United States, and is readily accessible via phone at 9169361937. Her commitment to client success is evident in her dedication to providing tailored solutions and fostering long-term relationships.

Specialties and Expertise

Elizabeth Keyser specializes exclusively in financial planning. This encompasses a wide range of services designed to meet the diverse needs of her clientele. These services include, but are not limited to:

• Retirement Planning: Developing strategies to ensure a comfortable and financially secure retirement.
• Investment Management: Constructing diversified investment portfolios aligned with individual risk tolerance and financial goals.
• Estate Planning: Collaborating with legal professionals to create efficient estate plans that minimize tax liabilities and protect assets.
• Education Planning: Assisting families in saving and investing for their children’s educational expenses.
• Tax Planning: Identifying opportunities to minimize tax burdens through strategic financial decisions.
• Insurance Planning: Assessing insurance needs to protect against unforeseen events and financial losses.

Ms. Keyser’s approach is rooted in a deep understanding of financial principles and a genuine desire to empower her clients to achieve their financial aspirations. She meticulously analyzes each client’s unique circumstances, goals, and risk profile to develop a customized plan that reflects their individual needs.

Location and Accessibility

The office of Elizabeth Keyser is conveniently situated in the heart of Folsom, California. 13405 Folsom Blvd St 400, Folsom, CA 95630, United States, provides a professional and welcoming environment for client consultations. The firm prioritizes accessibility and offers a range of services to accommodate various needs:

• Online Appointments: Clients can schedule and conduct meetings remotely, providing flexibility and convenience.
• On-site Services: Traditional in-person consultations are readily available for those who prefer face-to-face interactions.
• Wheelchair-Accessible Car Park: A designated parking area is available for individuals using wheelchairs.
• Wheelchair-Accessible Entrance: The building entrance is fully accessible to wheelchair users.
• Wheelchair-Accessible Toilet: Accessible restroom facilities are provided within the office.
• Toilet Facilities: Standard restroom facilities are also available.

Client Feedback and Reputation

Elizabeth Keyser’s commitment to client satisfaction is reflected in the overwhelmingly positive feedback she has received. Currently, the firm boasts 1 reviews on Google My Business, each averaging a remarkable 5/5 rating. This demonstrates the high level of trust and confidence clients place in her expertise and professionalism. Clients consistently praise her insightful advice, personalized service, and unwavering dedication to their financial well-being. The consistent 5-star ratings indicate a strong reputation for reliability and competence within the community.

Recommended Actions and Contact Information

To ensure a productive and efficient consultation, it is highly recommended that clients schedule an appointment in advance. This allows Ms. Keyser to adequately prepare and dedicate her full attention to addressing the client’s specific needs. Contact the firm directly at 9169361937 or visit their website (currently under development) to learn more and book an appointment. The website, while currently inactive, will soon provide further details about the firm’s services and team.

Key features of Elizabeth Keyser’s practice include:

• Personalized Financial Plans: Tailored strategies based on individual circumstances.
• Experienced Advisor: Ms. Keyser’s expertise in financial planning.
• Accessible Services: Online and in-person options for convenience.
• Positive Client Reviews: Demonstrating high levels of satisfaction.

Elizabeth Keyser strives to be more than just a financial planner; she aims to be a trusted partner in helping clients achieve their long-term financial goals. Her dedication to comprehensive planning, combined with her commitment to exceptional client service, makes her an invaluable resource for anyone seeking to secure their financial future.

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