Legato Financial - Rocklin, California

Overview of Legato Financial

Legato Financial, located at 5701 Lonetree Blvd, Rocklin, CA 95765, United States, offers specialized financial planning and consultancy services. With a contact number of 916-580-3025 and an online presence through yourinvestmentguy.com, this financial institution stands out for its accessibility features including a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. Despite these amenities, Legato Financial lacks customer reviews on Google My Business, with an average rating of 0/5, indicating a need for improvement in customer satisfaction or possibly a lack of engagement with client feedback.

Location and Accessibility

Situated in Rocklin, Legato Financial is conveniently located for clients seeking personalized financial advice. The establishment's address is easily navigable, and for those with mobility challenges, the venue is equipped with essential accessibility features. This includes a wheelchair-accessible car park for parking convenience, a wheelchair-accessible entrance ensuring easy access for all, and a wheelchair-accessible toilet in the premises. However, it's recommended to book an appointment before visiting to ensure a smooth experience.

Contact Information

For those interested in seeking financial guidance, Legato Financial provides a direct line at 916-580-3025. This allows potential clients to easily reach out for inquiries or to schedule an appointment. The company's website, yourinvestmentguy.com, serves as an additional resource for learning more about their services and the financial strategies they offer.

Specialties and Services

As a firm that prides itself on providing expert financial planning and consultancy, Legato Financial caters to a wide range of client needs. Their services are particularly geared towards individuals and possibly small businesses looking for professional advice on managing their finances. The company's specialty in being a financial planner and financial consultant suggests a commitment to helping clients achieve their financial goals through personalized planning and expert advice.

Customer Reviews and Ratings

It's noteworthy that Legato Financial has no reviews on Google My Business, a situation that may reflect either a lack of customer engagement or potentially low customer satisfaction. The average opinion score of 0/5 on this platform is quite concerning and might indicate room for significant improvement in service quality or customer relations. For prospective clients, this lack of feedback could be a point of concern, suggesting it might be wise to seek out additional reviews or consider other financial advisory services.

Recommendations for Prospective Clients

For individuals or entities considering engaging Legato Financial, several recommendations stand out. First, due to the absence of customer reviews, it might be prudent to look for additional feedback from other sources or to request direct testimonials from the company. Secondly, given the accessibility features, clients with mobility issues should feel confident in visiting the office. Lastly, booking an appointment ahead of time is advised to ensure a productive and comfortable consultation experience.

Key Features and Considerations

• Location: Conveniently located in Rocklin, CA, with ample accessibility features for clients with mobility issues.
• Services: Financial planning and consulting, tailored to individual and possibly small business needs.
• Accessibility: The office is fully wheelchair accessible, including parking, entrance, and facilities.
• Contact Methods: Phone and website for inquiries and scheduling appointments.
• Customer Feedback: Currently lacks reviews on Google My Business, with a low average rating.
• Recommendation: Prospective clients should consider reaching out directly to the company for more detailed information and to express their specific financial concerns.

In conclusion, while Legato Financial offers valuable financial planning and consultancy services with impressive physical accessibility, potential clients should approach with an informed perspective, considering the lack of client feedback and the need for direct communication to assess the company's service quality and suitability for their financial needs.

Conclusion

Legato Financial presents itself as a solid option for those seeking financial assistance in Rocklin, CA, with notable strengths in accessibility and professional services. However, the absence of customer reviews and a low average opinion score on Google My Business warrants careful consideration and possibly further investigation into other financial advisory options. Prospective clients are encouraged to contact the firm directly to discuss their specific financial goals and to gather more insight into the quality of service provided.

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