Financial Advising near Granite Bay, CA

“David and his whole team are incredible. They have been so easy to work with and helped build our portfolio with our church and business. Thank you to the whole Abound Financial team.”

“Dear Boyd & Associates We want to express our gratitude and appreciation for all the hard work that both Sean Boyd and Raquel Camacho gave to our recent tax situation. We did an amended 2017 tax return for a business venture failure. Unfortunately the IRS flagged us for an audit of this business failure. Our amended return was denied after the initial audit was performed. Sean and Raquel were great and did not give up. They advised us they would continue to fight for us as they felt this business loss was valid. They worked for months and went back and forth with the auditor who still wanted to deny the business loss. Boyd & Assoc was ready to take this to appeals when the auditor came to them with a compromise. The IRS would allow almost all of the business loss to be taken as originally submitted by Boyd & Assoc. This was a great relief to us as we had taken a big hit on this failed business venture. Throughout the whole process Sean and Raquel remained in contact with us on updates and kept a positive attitude which helped us remain calm though a stressful audit process. They handled virtually everything for us and we didn't have to correspond with the IRS directly at all. This was a relief since we had never been through an audit with the IRS before. Their professionalism, knowledge and great service will keep us as customers for years to come. We couldn't recommend them more for your personal or business tax needs. Sincerely, Tim and Debbie O'Connor”

“Absolutely love the insightful weekly emails about the market and impacts. Graphs and charts that are simplified and explained and, different than other emails I’ve received that have a tone of insight if FOMO, that urge or beg the reader to “do something now or else!”, or worse, to BUY something!!Rather, the emails from UpCapital strive to teach and educate the reader by offering real, up to date data, explaining what it means, and weaving in personal experiences that just being it all home. Easy read and often read.”

“My wife and I met with Mike Wells recently to discuss potential tax issues of a recently deceased relative. Mike took the time to review our situation, ask a lot of questions, then give us a couple of different options on how to proceed. One of those options would even result in not using his company, as the costs outweighed the benefits. We came away from this meeting (a free consultation) with a much better understanding of our options. We were thoroughly impressed with Mike's knowledge and professionalism. He made this a most comfortable and informative meeting.”

“It has been an absolute pleasure working with James Pak and the whole team at Creative Planning for the past 3 1/2 years. First I would like to share that I got my degree in Finance and started off working in the Financial Services industry years ago. Unfortunately I have a neuromuscular condition that led to me getting on disability. Over the years we had worked with a couple of financial representatives - one was even family. In the end most of them did not do a good job to help us grow our assets nor have our interest at heart. So I started managing the accounts myself investing in low cost index funds with very minimal fees. Eventually I realized I needed a team to help us with the complexities of our financial situation as our portfolio value continued to grow. We interviewed a variety of financial advisors and were blown away by the comprehensive level of service Creative Planning can provide. Our financial advisor, James Pak, has been amazing to work with. He is excellent at communication and gets our questions answered no matter the complexity it may be. And he truly has our interest at heart when figuring out solutions for us. We love referring our loved ones to James and Creative Planning since he has made an incredible difference in our lives. Please definitely take the time to interview James Pak and Creative Planning. It changed our lives for the better and I know it will change your life for the better too!!”

“Great attention! They have provided our Life Insurance for over 20 years and we have had the cash value grow as the cornerstone of our retirement plan. They also help us secure high yield IRAs when needed and provide our healthcare practice retirement plan. Thank you to the team at IFC!”

“Been conducting business with this bank for years. When you walk in you are greeted by friendly employees who are quick and courteous while helping you.They are also nice enough to not omly have cookies and candies available when I come in, but also treats for my puppy.”

“Stifel has been serving my family for 20+ years. Wade Mitchell is an amazingly easy person to work with. He has never let us down. Julia, his support staff, is equally as amazing. I highly recommend trusting your investment needs with the Stifel group. They haven't been in business for 88 years for no reason.”

“I have never believe in bitcoin since I was scammed on April 10th so I stayed away from it because losing money is heart breaking, until I was recommended to MRS Kathrine Lucas by a close friend for her good job, she helped me managed my account and I was able to make a good withdrawal after a week of trading right now I have made so much money on crypto currency it has change my life for good inbox her now for your help.”

“They took over TD Ameritrade, which was where my account is located. I went into their office, to hand deliver my deposit. Then I ordered stocks online, just like before. Simple and smooth, no issues.”

“Oh, what fun times it is as an adult... I had some trouble with Fidelity on their mobile app as well as the web browser and I remembered this location is right next to my house. So I came over here today after work and Zach had a friendly face and helped me out.He was training a new guy and I hope that the new guy is as awesome as Zach was. I had a couple questions about my 401(k) and they were both super helpful and professional. I will definitely come back if I have any other questions but if you need help, definitely come here and ask for Zach!”