Arrowroot Family Office - El Dorado Hills, California

Address: 1107 Investment Blvd Suite 160, El Dorado Hills, CA 95762, United States.
Phone: 9163840050.
Website: arrowrootfamilyoffice.com
Specialties: Financial planner, Financial consultant, Financial institution, Investment company, Investment service, Stock broker.
Other points of interest: Identifies as women-owned, Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Arrowroot Family Office

Arrowroot Family Office 1107 Investment Blvd Suite 160, El Dorado Hills, CA 95762, United States

⏰ Open Hours of Arrowroot Family Office

  • Monday: 8 AM–4 PM
  • Tuesday: 8 AM–4 PM
  • Wednesday: 8 AM–4 PM
  • Thursday: 8 AM–4 PM
  • Friday: 8 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Conoce a Arrowroot Family Office

La Arrowroot Family Office se encuentra ubicada en 1107 Investment Blvd Suite 160, El Dorado Hills, CA 95762, United States, lo que muestra su compromiso con la invertión y el service en una zona específica de California. Puedes contactarlos mediante teléfono al 9163840050 o visitar su sitio web en arrowrootfamilyoffice.com.

Características y Especialidades

Esta empresa se identifica como women-owned, lo que refleja su compromiso con la igualdad de oportunidades y la diversidad. Además, se enfoca en brindar un servicio excepcional a sus clientes, con opciones de online appointments y wheelchair-accessible car park y entrance y toilet.

Otros datos de interés

Los clientes de Arrowroot Family Office pueden esperar un appointment required y se recomienda appointments para asegurar que el servicio brindado sea personalizado y eficiente.
Esta empresa se destaca por su profesionalismo y comunicación, lo que ha llevado a que los clientes dejan comentarios positivos sobre su return on investment y la level of service de su equipo.

Opciones de Servicio

Los servicios ofrecidos por Arrowroot Family Office incluyen:
Financial planner: brindar asesoramiento financiero personalizado para ayudar a los clientes a alcanzar sus objetivos financieros.
Financial consultant: brindar asesoramiento financiero para ayudar a los clientes a tomar decisiones informadas sobre sus inversiones.
Financial institution: brindar servicios financieros a individuos y familias.
Investment company: brindar servicios de inversión a individuos y familias.
Investment service: brindar servicios de inversión a individuos y familias.
Stock broker: brindar servicios de corredor de valores a individuos y familias.

Opiniones

Con 12 reviews en Google My Business, Arrowroot Family Office ha demostrado su compromiso con la satisfacción de sus clientes. El average opinion es de 5/5, lo que muestra la alta calidad del servicio y la profesionalidad del equipo.

Recomendación

Si estás buscando un servicio de financial advisor confiable y con experiencia, Arrowroot Family Office es una excelente opción. Con su equipo de financial consultants y su compromiso con la women-owned y la investment service, podrás contar con un servicio personalizado y eficiente. Visita su sitio web para obtener más información y contactarles directamente.

👍 Reviews of Arrowroot Family Office

Arrowroot Family Office - El Dorado Hills, California
Stacey N.
5/5

Our experience with Lagunitas Asset Management has been one of professionalism and great communication. Aside from our Positive return on investment, the level of service from Michael and his team is unparalleled. We have placed our entire family’s trust in Lagunitas Asset Management including our young children. Michael has worked with them 1:1 to understand the fundamentals of investing and continues to coach them and teach them about each investment opportunity both immediate and long term.

Arrowroot Family Office - El Dorado Hills, California
Pavi M.
5/5

I am happy be a client of Lagunitas Asset Management. They listened to our families' priorities, have made excellent investment recommendations, and been very responsive to questions and conversations. Through the economic turmoil associated with COVID-19, our financial assets have performed very well with Lagunitas. Great people, good service, knowledgeable. Highly recommended.

Arrowroot Family Office - El Dorado Hills, California
Pamela J. P.
5/5

The people at Lagunitas Asset Management are very bright and also caring. They work with small investors (regular folks who are making and saving money) and also large organizations. Michael Knittel has been recognized for his skills as a five Star Wealth Manager. He’s very focused on staying ahead of changes in the investment markets to protect his client’s assets.

Cassandra Barry is one of the warmest and most and caring people I have met in a long time. She is also extremely bright and informed.

I have had great conversation with both Cassandra and Michael bout the real estate market around the (Greater Sacramento area, Folsom, El Dorado Hills and the Foothills) and the directions the market can take in the year to come. They are very informed.

If you are considering getting advice on investments, financial planning and wealth management, why not start here with Lagunitas?

Arrowroot Family Office - El Dorado Hills, California
Jimmy C.
5/5

Mike and Cass at Lagunitas are one of a kind individuals! You just don't find this level of kindness, care and character matched with such vast knowledge, expertise and professionalism. I am more successful when I surround myself with good people who are smarter than me and thats Mike and Cass. I can't afford to not have them on my team. Business relationships that grow into true friendships create next level service. I've found that here and wouldn't go anywhere else.

Arrowroot Family Office - El Dorado Hills, California
Kyle N. M.
5/5

Lagunitas Asset Management not only manages all of our personal accounts, but also our clients' accounts. Most importantly we consider them family. If you're ever looking for an organization to get the job done, that you can trust, then this is the team you want to work with. Thanks Michael & Cass!

Arrowroot Family Office - El Dorado Hills, California
Callie M.
5/5

I have known Michael and Cassandra for several years and trust them implicitly. They are very driven individuals, constantly striving to learn all they can about their industry in order to provide the very best consultation and management services to their clients. They are very down to earth and will take the time necessary to make sure that you understand your options. Michael has a ton of experience with asset management and knows the market well. I give them my highest recommendation!!

Arrowroot Family Office - El Dorado Hills, California
Gregory P.
5/5

Michael and the team at Lagunitas are not only market wizards that are always a few steps ahead, but also a pleasure to work with and client focused taking the time to understand what was most important to me and partnering me with solutions! Two thumbs up and highly recommended!

Arrowroot Family Office - El Dorado Hills, California
Medo E.
5/5

Laginitas Asset Management is the rare firm that is both very very good at what they do while also providing white-glove personal service. I will also never cease to be amazed at how prescient they are at forseeing market trends and capitalizing on them. If you are looking for a highly skilled firm to manage your investments look no further than Laginitas. I highly recommend them.

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