Investing in Sacramento, CA
7 locations found near Sacramento
View Map8:30AM - 5PM
525 Fulton Ave, Sacramento
Investing
Investing
“I have been working with Lesa for several years and she is a wonderful advisor so responsive and helpful in guiding me in my investment decisions. She is patient explaining to me my options in a manner I can understand and make informed decisions. She is caring and compassionate towards her clients and makes them feel like friends rather than a client relationship. I would highly recommend her to anyone seeking guidance in their financial matters.”
8:30AM - 5PM
2277 Fair Oaks Blvd Suite 150, Sacramento
Investing
“I am an American River College student who is majoring in business and I love Fidelity I am investing in CDs I love there online resources and information I am learning about wealth building it is a learning lab plus investing at the same time. I am building capital for the business I want to start some day.”
9:00 AM - 5:00 PM
400 Capitol Mall, Sacramento
Investing
“I love coming here at Christmas time. They decorate and each year it's different which is even better. We can stop by when we dine at Il Fornaio . This year they included landmarks like the Eiffel Tower and the leaning tower of Pisa. Plus the old phone booth of old England. Perfect for your social media posts. Great for the family picture or your couples one to. The large trees are also lighted up in front of the building.”
Investing
“My husband and I have been using Lincoln Financial for over 20 years. Thanks to their advice, we were able to put a little away monthly and have saved a lot of money including a 529 plan for our daughter. Briggs Matsko, and now Frank Cockrell have given us excellent advice which caused our smallish investment to grow significantly! Very grateful to this company and I would (and have) recommend them to anyone. Also, we have experienced excellent customer service.”
“The staff here is always super nice and respectful, especially Bree. I used to work in the same shopping center and came in for change sometimes. She was always super nice and always could put a smile on my face. There's also a Mexican lady that's never been an issue. And the manager, as I haven't had as many experiences with him, seems like a good manager that can easily respect everyone.”
Investing
“I went to an enlightening seminar (pre-covid) and the speaker had lots of knowledge to share. I listen to them on the radio also, and the podcasts are ripe with information. Some of the callers are at a quandary on what to do and others have so much money they need a guiding light.You can select the podcast interesting to you if you miss the program airing. I always try to listen live, but sometimes life happens and we are fortunate to have podcasts available.Thank you so much for being so available with your wisdom and availability.”
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“Carrie was so helpful. I had to go there twice due to a mistake maybe on both my part and the part of a worker from another location. I could have misunderstood and maybe the explanation wasn't the best. Either way Carrie helped me out and got everything fixed. I think it took 3 hours the first day and a week later was super easy. They seemed to be short staffed so make sure you have an appointment. I didn't and the second time I tried to call to make an appointment but no one picked up the phone. So I just went in super early and had no issues. Parking is easy and plenty of them.”