Parkshore Wealth Management - Granite Bay, California

Address: 5940 Granite Lake Dr, Granite Bay, CA 95746.
Phone: 67973007.
Website: parkshorewealth.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Parkshore Wealth Management

☎️67973007

⏰ Open Hours of Parkshore Wealth Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Parkshore Wealth Management: Expert Financial Guidance in Granite Bay, CA

Ubicación y Contacto

Parkshore Wealth Management se encuentra ubicada en Address: 5940 Granite Lake Dr, Granite Bay, CA 95746, en el corazón de Granite Bay, California. Puedes contactarlos telefónicamente en 67973007 para obtener más información o visitar su sitio web en parkshorewealth.com.

Especialidades y Servicios

Este equipo de expertos ofrece una amplia gama de servicios financieros, incluyendo planificación financiera y servicios de inversión. Con una experiencia de más de 8 años en la industria, son ideales para aquellos que buscan orientación y asesoramiento personalizado para alcanzar sus objetivos financieros.

Cualidades y Ventajas

Servicio personalizado: Cada cliente recibe atención personalizada y dedicada de parte de un equipo experimentado.

Guía de inversión: Los expertos de Parkshore Wealth Management ofrecen orientación y consejos para tomar decisiones de inversión informadas.

Apoyo para la planificación financiera: El equipo asiste a los clientes en la creación de planes de ahorro y inversión personalizados.

Otras características y comodidades

Horarios de cita en línea: Disponen de horarios de cita en línea para la comodidad de los clientes.

Servicios en sitio: El equipo ofrece servicios en el lugar, sin necesidad de salir de su ubicación.

Accesibilidad para personas con discapacidad: La entrada y el estacionamiento están diseñados para ser accesibles para personas con discapacidad.

Opiniones y Reputación

Con 21 reviews en Google My Business, Parkshore Wealth Management ha demostrado ser una empresa con una reputación sólida y positiva. Los clientes satisfechos han destacado la atención personalizada y la orientación de los expertos del equipo.

Recomendación

Si estás buscando a un equipo de expertos en planificación financiera y servicios de inversión en Granite Bay, CA, Parkshore Wealth Management es una excelente opción. Con su ubicación cómoda, servicios personalizados y experiencia en la industria, es ideal para aquellos que buscan alcanzar sus objetivos financieros. Visita su sitio web en parkshorewealth.com para obtener más información y programar una cita con un experto. No dudes en contactarlos para comenzar a planificar tu futuro financiero con éxito

👍 Reviews of Parkshore Wealth Management

Parkshore Wealth Management - Granite Bay, California

George C.

5/5

For the past 8 years we have been using Parkshore Wealth Management for both our tax preparation and for our investments. We have been extremely pleased with everyone who has helped us out. John-Thomas, Trevor and Jodi along with Daniel have done an amazing job in giving us the proper guidance as we prepare to exit the workforce and retire.

Brian S.

5/5

We have been very pleased with Parkshore Wealth Management. After researching and talking with multiple companies we chose Parkshore. They did a thorough job understanding our needs, risk tolerance and financial goals. We consolidated multiple retirement and investment accounts and are extremely happy with the their tax guidance and investment outcomes.

Kelly S.

5/5

My Father worked with Harold Back in the early days-1980's, when Harold did Dad's taxes (he did mine one year too!) Dad stayed with him through the harsh times and trusted his advice. Dad is gone some 10 years now and Harold's son, Daniel and "The Boys" take most excellent care of my Mom's investments. More importantly, they take care of her personally, know her and make an 89yo woman feel safe. My family-Partner, daughter, Sister and her Husband, all have our investments with Parkshore. The personal care inspires trust and they were instrumental in reassuring me that I could retire early and still enjoy a comfortable lifestyle. I and my family recommend them wholeheartedly.

Lisa M.

5/5

We have trusted the Parkshore Team with our nest egg for about 9 years. Over this time they have consistently grown our assets. The fact that they are a fee based firm and not commission based was a big selling point for us. They only make money if we do.
Daniel is very knowledgeable about the markets and how to balance our accounts. Harold has the benefit of years of experience. Trust is the biggest factor in having someone manage our money and we could not trust Parkshore more. We would (and do to our friends!) highly recommend Parkshore to anyone looking to invest in their future.

Gayle H.

5/5

Our experience at Parkshore Wealth Management has been very professional, extremely knowledgeable and beyond trustworthy. Under Harold’s leadership each client is treated as if they are their only client! We have had interaction with all members of the ParkShore team and feel that whatever our needs are they are promptly addressed. That level of customer service is hard to find.

Bryan P.

5/5

The team at Parkshore Wealth Management is amazing. They take the time to learn about your personal situation and goals, develop short- and long-term goals, and provide the tools necessary for success. Their fee-only model means I can be confident they have my best interests in mind.

Lonnie C.

5/5

Professional caring group. I have had changes in my financial goals over the many years with Parkshore. They have always steered me in the right direction.

Nancy L.

5/5

I have been associated with Parkshore Wealth Management for many years. Harold Anderson and his fabulous staff have done an outstanding job caring for my investments. Although I have moved to the East Coast, I still do business with Parkshore. I certainly recommend this business to anyone.