Financial Advising in Roseville, CA
8 locations found near Roseville
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Financial Advising
Financial Advising
“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.”
Financial Advising
“I found Daniel Kirk in an online search in September 2020. After a couple interviews we decided to move our investments over to Edward Jones working with Dan. A year and a half later we are so glad that we did! I have wanted to post a review for Dan for some time now, especially since this is the very place that we found him. His positive reviews are what originally intrigued us. He’s helped us check off many of our “to-do’s” from life insurance and establishing a family trust. He’s always had our interest ahead of his own, and I appreciate his long term thinking approach to good financial decision making. He also has some great referrals within his network. Thanks Dan!!!”
Financial Advising
“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.”
Financial Advising
“ATM Only - The branch in suite 190 closed, the closest branch to this is off Douglas and Sierra College now. The ATM is on the exterior of the office at the front entrance.”
Financial Advising
“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.”
8:00 AM - 5:00 PM
1420 Rocky Ridge Dr #340, Roseville
Financial Advising
“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.”
Financial Advising
“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!”
“My wife and me own a Dental Practice for 7+ years and we have been truly blessed to have Tom and his team helping us with our Tax Planning, Tax preparation and monthly bookkeeping.I meet with Tom mid year and end of the year for forecasting, this way there are no surprises!!! I always have a ballpark figure of what I will pay in taxes, never surprised with a bill. Also, he will make great suggestions for tax savings !Thank you so much Tom and Team!Chris CromeyerCromeyer Dental Care.”