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Three Oaks Wealth - Gold River, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 2377 Gold Meadow Way #100, Gold River, CA 95670, United States.
Phone: 9163184849.
Website: threeoakswealth.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Three Oaks Wealth

Three Oaks Wealth 2377 Gold Meadow Way #100, Gold River, CA 95670, United States

☎️9163184849

⏰ Open Hours of Three Oaks Wealth

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Three Oaks Wealth: Your Path to Financial Prosperity

Located at 2377 Gold Meadow Way #100, Gold River, CA 95670, United States, Three Oaks Wealth stands out as a trusted financial institution offering a range of services tailored to meet the diverse needs of its clientele. With a phone number 9163184849 readily available for inquiries, potential clients can easily reach out to this reputable company.

Three Oaks Wealth specializes in providing expert Financial Planning, Financial Consulting, and Investment Services. Their comprehensive offerings ensure that clients from all walks of life can navigate the complexities of managing their finances with confidence and competence. The firm's commitment to excellence is underscored by their wheelchair-accessible facilities, including a car park, entrance, and toilet, making their services inclusive for all visitors.

For those seeking professional advice, it's recommended to schedule an appointment ahead of time to ensure personalized attention. This small gesture by Three Oaks Wealth reflects their dedication to customer service and client success.

When it comes to feedback, Three Oaks Wealth boasts an impressive average opinion of 5/5 stars based on just two reviews on Google My Business. This speaks volumes about their commitment to delivering high-quality services and customer satisfaction.

If you're looking to enhance your financial strategy or seek investment guidance, Three Oaks Wealth is an excellent choice. Their expertise in financial planning and consultancy, coupled with their investment services, positions them as a go-to resource for those aiming to secure their financial future.

👍 Reviews of Three Oaks Wealth

Three Oaks Wealth - Gold River, California
ken C.
5/5

I’ve been working with Grant and the team at Three Oaks Wealth Management for almost a year, and I couldn’t be more impressed. I came to them during a career transition filled with uncertainties, and they immediately took the time to understand my unique goals and aspirations. Grant and his team have been incredibly professional and accommodating, helping me explore various career and business paths without ever pushing an agenda or products. Their focus is on sound financial strategies that support my well-being. If you’re looking for a team that truly listens, puts your best interests first, and maintains the highest standards of professionalism, I highly recommend Three Oaks.

Three Oaks Wealth - Gold River, California
Jeff K.
5/5

I've had the pleasure of working with Grant and his team for the past 6 years, and this review is about 6 years overdue. I initially found Grant through White coat investors. I was specifically looking for an advisor who would handle things a fiduciary, someone who has to give the best advice to their clients and handle their assets for the client's benefit and not their own. This is important to me, and Grant has been a professional through and through.

His sound advice has benefited my family and I, and if you're looking for someone who can guide you through the different aspects of life and financial planning in a way that's understandable, I'm sure you'll be happy with your decision to engage his services. We plan with the long term in mind, also mitigating risk for our family. My only regret is not seeking someone out sooner.

His team Bethany and Mehgan have been a pleasure to meet with. They are fantastic at following up with communication considering our busy schedule. I've found that their regular communication has been vital in keeping me on track.

I haven't been compensated for this review, I'm just glad that I have someone who has my best interests in mind. If you've reached this part of my review, it's time for you to click on the call button.

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