South Placer Wealth Management Group - Rocklin, California

Address: 3175 Sunset Blvd #102, Rocklin, CA 95677, United States.
Phone: 9162591402.
Website: spwmg.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4/5.

📌 Location of South Placer Wealth Management Group

South Placer Wealth Management Group 3175 Sunset Blvd #102, Rocklin, CA 95677, United States

⏰ Open Hours of South Placer Wealth Management Group

  • 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

South Placer Wealth Management Group Overview

Location: South Placer Wealth Management Group is strategically positioned at 3175 Sunset Blvd #102, Rocklin, CA 95677, United States. This office offers a convenient location for those seeking financial guidance in the Sacramento area.

Contact Information: For those looking to reach out, their phone number is 916-259-1402. They've made it easy for potential clients to get in touch, emphasizing services like online appointments and wheelchair-accessible facilities for inclusivity.

Website: Their online presence is robust, with a user-friendly website at spwmg.com. Here, clients can find more detailed information about their services, investment options, and even read testimonials that speak volumes about their client satisfaction.

Special Features and Accessibility

South Placer Wealth Management Group stands out for its commitment to accessibility and personalized service. They offer online appointments for those who prefer the convenience of scheduling sessions from home. The office itself is equipped with wheelchair-accessible features including a car park, entrance, and toilet, ensuring that all clients, regardless of mobility, can access their services without hassle.

Expertise and Client Satisfaction

The company specializes in financial planning, a service that is invaluable for individuals aiming to secure their financial future. With a strong emphasis on understanding clients' goals and providing tailored advice, Garrick Gookin, among others, has built a reputation for being not just knowledgeable, but also trustworthy and patient. Clients often commend the thoroughness of their consultations and the clarity with which financial options are explained.

The average opinion on Google My Business reflects a high level of satisfaction, with an overall rating of 4 out of 5 stars. This suggests a consistent level of service excellence and client care across their clientele.

Recommendation

If you're considering managing your finances more effectively or seeking expert advice on investment strategies, South Placer Wealth Management Group is definitely worth reaching out to. Their combination of local accessibility, comprehensive services, and commitment to client satisfaction makes them a standout choice in the financial planning sector.

To explore their offerings further or to schedule a personalized consultation, visit their website spwmg.com. Don't miss out on an opportunity to enhance your financial security with the guidance of professionals who truly care about your future. Remember, an appointment is recommended to ensure you get the personalized attention you deserve.

This comprehensive overview aims to provide a clear picture of South Placer Wealth Management Group, highlighting their key features, location details, and the positive experiences of their clients, all aimed at encouraging potential clients to take the next step in their financial planning journey.

👍 Reviews of South Placer Wealth Management Group

South Placer Wealth Management Group - Rocklin, California
Kelly F.
5/5

Garrick Gookin has been awesome. He takes the time to understand what our goals are and what why we are saving. Then he takes the time to explain our options and why he feels something is a good choice. He's a good mix of smart and trustworthy. I've invested with Garrick for probably 15 years and he's always done me right. Everyone I have referred to him comes back happy!

South Placer Wealth Management Group - Rocklin, California
D B.
5/5

Garrick is the absolute best. I have never felt more secure about my future than I do now. If you don't make an appointment to see him, then you are making a big mistake.

South Placer Wealth Management Group - Rocklin, California
Scam H.
1/5

I highly do not recommend using Garrick as a financial advisor. It's been my experience that he will not look out for your best interests. There are a lot of good financial advisors in the area. I recommend going elsewhere

South Placer Wealth Management Group - Rocklin, California
Katie M.
5/5

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