Parkshore Wealth Management - Granite Bay, California

Address: 5940 Granite Lake Dr, Granite Bay, CA 95746, United States.
Phone: 9167973007.
Website: parkshorewealth.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Parkshore Wealth Management

☎️9167973007

⏰ 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: Expertos en Finanzas y Inversiones

Ubicada en Granite Bay, CA 95746, Estados Unidos, Parkshore Wealth Management es una empresa de asesoramiento financiero que ofrece servicios de planificación financiera y gestión de inversiones de alta calidad. Con una ubicación estratégica en el corazón de la región, esta empresa cuenta con una dirección fácil de encontrar: 5940 Granite Lake Dr, Granite Bay, CA 95746, United States..

Características y Especialidades

Parkshore Wealth Management se destaca por sus expertos en finanzas y inversiones, liderados por John-Thomas, Trevor, Jodi y Daniel. Estos profesionales ofrecen una gama de servicios personalizados para ayudar a los clientes a lograr sus objetivos financieros. Algunas de las especialidades de la empresa incluyen:

Planiificación financiera

Servicios de inversión

Recomendaciones y Opiniones

Con una experiencia de más de 8 años en la industria, Parkshore Wealth Management ha demostrado ser una empresa de confianza para sus clientes. Según las opiniones de los clientes, la empresa ofrece una atención personalizada y una guía experta en la planificación financiera. Las opiniones de los clientes destacan la excelencia del servicio y la capacidad de la empresa para entender las necesidades individuales de cada cliente.

Información de Interés

Online appointments: La empresa ofrece citas en línea para una mayor flexibilidad y conveniencia.

On-site services: Los servicios se ofrecen en su ubicación, lo que facilita la interacción con los clientes.

* Wheelchair-accessible car park, Wheelchair-accessible entrance y Wheelchair-accessible toilet: La empresa se esfuerza por ser accesible para todos sus clientes.

Media de Opinión

Con una media de opinión de 5/5 en Google My Business, Parkshore Wealth Management ha demostrado ser una empresa de alta calidad y confiable.

Recomendación Final

Si estás buscando una empresa de asesoramiento financiero que te ofrezca una guía experta y atención personalizada, Parkshore Wealth Management es la opción ideal. Con su ubicación en Granite Bay, CA, y su experiencia de más de 8 años en la industria, esta empresa es una excelente opción para planificar tus finanzas y alcanzar tus objetivos. Visita su página web parkshorewealth.com para obtener más información y programar una cita. No dudes en contactarlos hoy mismo

👍 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.