Parkshore Wealth Management - Granite Bay, California

Parkshore Wealth Management

Address: 5940 Granite Lake Dr, Granite Bay, CA 95746, United States.

Phone: 9167973007.

Website: parkshorewealth.com.

About Parkshore Wealth Management

Parkshore Wealth Management is a renowned financial planning and investment service firm located in Granite Bay, California. With their expertise and commitment to client satisfaction, they have earned a stellar reputation over the years. Their team of experienced professionals offers personalized financial planning services to help clients achieve their long-term financial goals.

Specialties

• Financial planner
• Investment service

Points of Interest

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

Opinions and Reviews

This company has garnered a strong reputation, receiving 22 reviews on Google My Business with an impressive average rating of 5/5. Clients consistently praise the firm for their exceptional service, personalized attention, and expert guidance in navigating complex financial decisions. One satisfied client shares, "I have worked with Parkshore Wealth Management for about 10 years now and I have nothing but wonderful things to say about them. The team at Parkshore has guided me through many financial decisions that have felt challenging, always considering my needs, concerns and ultimately what it most important longer term. They explain things clearly and offer solid direction, with integrity and compassion. I highly recommend them"

Such glowing reviews highlight the dedication of Parkshore Wealth Management's team in providing tailored solutions to their clients' unique financial situations, fostering trust and long-lasting relationships.

Why Choose Parkshore Wealth Management

With their specialized services, wheelchair-accessible facilities, and exceptional customer service, Parkshore Wealth Management provides a comprehensive approach to financial planning and investment services. Whether you are looking to create a long-term financial strategy or need guidance on investment decisions, their knowledgeable team is ready to help.

Final Recommendation

If you are seeking a reliable and experienced financial planning and investment service provider, Parkshore Wealth Management is a top choice. To learn more about their services and how they can assist you in achieving your financial goals, visit their website at parkshorewealth.com or contact them directly at 9167973007. Don't hesitate to take the first step towards securing your financial future with the help of Parkshore Wealth Management.

👍 Reviews of Parkshore Wealth Management

Susan P.

5/5

I have worked with Parkshore Wealth Management for about 10 years now and I have nothing but wonderful things to say about them. The team at Parkshore has guided me through many financial decisions that have felt challenging, always considering my needs, concerns and ultimately what it most important longer term. They explain things clearly and offer solid direction, with integrity and compassion. I highly recommend them!

George C.

5/5

For the past 12 years we have been using Parkshore Wealth Management for both our tax preparation and for our investments. We have been extremely pleased with everyone who has helped us out. John-Thomas, Trevor and Jodi along with Daniel have done an amazing job in giving us the proper guidance as we prepare to exit the workforce and retire.

Brian S.

5/5

We have been very pleased with Parkshore Wealth Management. After researching and talking with multiple companies we chose Parkshore. They did a thorough job understanding our needs, risk tolerance and financial goals. We consolidated multiple retirement and investment accounts and are extremely happy with the their tax guidance and investment outcomes.

Kelly S.

5/5

My Father worked with Harold Back in the early days-1980's, when Harold did Dad's taxes (he did mine one year too!) Dad stayed with him through the harsh times and trusted his advice. Dad is gone some 10 years now and Harold's son, Daniel and "The Boys" take most excellent care of my Mom's investments. More importantly, they take care of her personally, know her and make an 89yo woman feel safe. My family-Partner, daughter, Sister and her Husband, all have our investments with Parkshore. The personal care inspires trust and they were instrumental in reassuring me that I could retire early and still enjoy a comfortable lifestyle. I and my family recommend them wholeheartedly.

Lisa M.

5/5

We have trusted the Parkshore Team with our nest egg for about 9 years. Over this time they have consistently grown our assets. The fact that they are a fee based firm and not commission based was a big selling point for us. They only make money if we do.
Daniel is very knowledgeable about the markets and how to balance our accounts. Harold has the benefit of years of experience. Trust is the biggest factor in having someone manage our money and we could not trust Parkshore more. We would (and do to our friends!) highly recommend Parkshore to anyone looking to invest in their future.

Gayle H.

5/5

Our experience at Parkshore Wealth Management has been very professional, extremely knowledgeable and beyond trustworthy. Under Harold’s leadership each client is treated as if they are their only client! We have had interaction with all members of the ParkShore team and feel that whatever our needs are they are promptly addressed. That level of customer service is hard to find.

Bryan P.

5/5

The team at Parkshore Wealth Management is amazing. They take the time to learn about your personal situation and goals, develop short- and long-term goals, and provide the tools necessary for success. Their fee-only model means I can be confident they have my best interests in mind.

Nancy L.

5/5

I have been associated with Parkshore Wealth Management for many years. Harold Anderson and his fabulous staff have done an outstanding job caring for my investments. Although I have moved to the East Coast, I still do business with Parkshore. I certainly recommend this business to anyone.