Investing in Roseville, CA
9 locations found near Roseville
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Investing
“I have had my portfolio managed by the Private Banks for almost 20 years. During this time the "market" has gone up and down, the parent bank has had it's issues, and so have I, personally. My husband and I joined the Wells Fargo Team after moving back to California, and then ten years later, I became a widow. Through every challenge, both personal and business, their staff has taken care of my portfolio needs. They have always been a phone call away, making sure the right people would give me the information, or handle the issue.”
Investing
“I have personally worked with Tony DeLoney for years. His integrity, hustle, follow-up, diligence and business demeanor are qualities that have caused me to repeat business over and over. He has business "gut" and wisdom beyond his years in my opinion. In 11 years of business, he has transacted the most buys and sells for my company over any other broker.”
Investing
“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.”
Investing
Investing
“My family has been doing business with Bob Burton for many years starting back with my father. Bob is the absolute BEST!!!!! Customer service and an honest desire to help you reach your financial goals is what you will get if you do business with Bob Burton at Wells Fargo Advisors LLC.”
8:00 AM - 5:00 PM
1420 Rocky Ridge Dr #340, Roseville
Investing
“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.”
9:00 AM - 5:00 PM
5007 Foothills Blvd, Roseville
Investing
“Hands Down the best bank EVER. I have needed three expedited services from this branch and each time they have been on top of it and very helpful. This is my go to bank”
Investing
“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!”
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“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!!!”