Northwestern Mutual - Roseville/Granite Bay Financial Group - Roseville, California

Northwestern Mutual - Roseville/Granite Bay Financial Group

Located at 2990 Lava Ridge Ct, Roseville, CA 95661, United States, Northwestern Mutual - Roseville/Granite Bay Financial Group stands as a reputable insurance agency and financial planner service provider. This office, with its phone number 916-218-4400, offers expert advice tailored to individual clients' needs. The company's average opinion on Google My Business is 3.7 out of 5, reflecting a generally positive client experience.

Key Features:

• Location: Accessible at a wheelchair-friendly car park, entrance, and restrooms.
• Services: Specializing in providing insurance solutions and personalized financial planning.
• Accessibility: The office is fully wheelchair accessible, ensuring comfort for all visitors.
• Appointments: It is recommended to schedule appointments in advance to ensure personalized service.

Contact Information:

Interested parties can reach out to Northwestern Mutual - Roseville/Granite Bay Financial Group via phone at 916-218-4400 or visit their website northwesternmutual.com for more detailed information. The office's commitment to accessibility is highlighted by its wheelchair-accessible facilities, making it a convenient choice for clients with mobility needs.

Recommendations:

For those considering financial planning or insurance services, Northwestern Mutual - Roseville/Granite Bay Financial Group presents a solid option. The office's positive client reviews suggest a reliable service, although interested parties should note that opinions are subjective and it's beneficial to read multiple reviews. The office's recommendation for appointments means that prospective clients should plan ahead to maximize the quality of service they receive.

Additional Information:

Northwestern Mutual - Roseville/Granite Bay Financial Group is well-established in the financial services sector, providing clients with a comprehensive range of services. The company's approach to client service is underscored by its commitment to accessibility and the personalized attention offered by its financial planners. With a moderate average rating, potential clients are encouraged to visit the office or contact them directly to discuss their specific needs and to understand the depth of services offered.
Keywords: insurance agency, financial planner, Roseville, Wheelchair accessible, insurance solutions, financial planning
Word Count: 343
Quality Score: 8
Has HTML Tags: true
Language Used: en

👍 Reviews of Northwestern Mutual - Roseville/Granite Bay Financial Group

Norman H.

1/5

I have had both insurance and investment products with Doug through the years. Policies were structured in a manner to maximize commissions and hurt principal growth. I recently cancelled a whole life policy and asked for assistance in rolling an IRA from them.

As you could imagine essentially no help was provided, they emailed me forms and said good luck.

The life policy was funded at $25k annually for about 16 years and the entire account value grew by a minimal amount due to various premium riders and insurance buy ups that were positioned into the policy.

My experience with Farmers whole life has been substantially better. The return on cash in as well as insurance cost has been much better than with Doug and Northwestern Mutual

tim M.

5/5

I have done business with Doug Clifford and his amazing team since 1985. The insurance industry can often get a bad rap...I have never been pressured, upsold or coerced into any product. Doug has my best interests at heart and always has. Old school values, but still up to date on sophisticated financial planning, Doug and Lannee , his colleague , have the right answers whether you are just starting a business or family or are a seasoned veteran looking towards retirement. Responsive and oozing integrity, rare values in this world. I have had every conceivable insurance need from business, life, health, retirement, overhead, disability, long term care, all tweaked as my life and business changed. You can't go wrong. Thanks Doug and Thanks Lanee for all of your help. Tim Mickiewicz, D.D.S.

Dave O.

5/5

Jake and team are truly the best