Monolith Financial Group - Granite Bay, California

Address: 6806 Fallsbrook Ct #1, Granite Bay, CA 95746, United States.
Phone: 9163676430.
Website: monolithfinancial.com
Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Monolith Financial Group

☎️9163676430

⏰ Open Hours of Monolith Financial Group

Monday: 9 AM–4 PM
Tuesday: 9 AM–4 PM
Wednesday: 9 AM–4 PM
Thursday: 9 AM–4 PM
Friday: 9 AM–1 PM
Saturday: Closed
Sunday: Closed

Overview of Monolith Financial Group

Located at 6806 Fallsbrook Ct #1, Granite Bay, CA 95746, United States, Monolith Financial Group stands out as a noteworthy financial services provider, especially for those seeking personalized financial planning. This company, which prides itself on being women-owned, offers a range of financial planning services tailored to meet individual needs. With a phone number 9163676430 for direct communication, and an accessible website monolithfinancial.com, clients can easily reach out to Monolith Financial Group for guidance.

Key Features and Services:

Monolith Financial Group specializes in financial planning, a critical service for anyone looking to manage their finances effectively. Their commitment to providing online appointments and on-site serviceswheelchair-accessible facilities, including car park, entrance, seating, and toilet, ensuring that all clients, regardless of physical ability, can access their services comfortably.

Why Choose Monolith Financial Group

For potential clients, the fact that Monolith Financial Group has garnered 24 reviews on Google My Business with an impressive average opinion of 4.9/5 is a significant indicator of customer satisfaction and trustworthiness. These reviews reflect the quality of service and the company's ability to build lasting client relationships. The emphasis on being LGBTQ+ friendly and creating a transgender safe space further demonstrates their commitment to serving a diverse clientele.

Recommendations for Potential Clients:

When considering financial planning services, it's crucial to find a provider that not only offers expertise but also aligns with your values and needs for convenience and accessibility. Monolith Financial Group checks all these boxes. Their requirement for an appointment and recommendation for appointments suggests a service-oriented approach, ensuring that clients receive the undivided attention they deserve.

The free parking lot and on-site parking options are additional conveniences that make it easy for clients to visit without worrying about transportation logistics. This combination of professional service, accessibility, and inclusivity makes Monolith Financial Group a standout choice for anyone in search of reliable financial planning services.

Final Recommendation:

If you're looking for a financial planning partner that values your individuality, offers high-quality services, and ensures your comfort and accessibility, Monolith Financial Group is highly recommended. To learn more or to schedule an appointment, visit their website at monolithfinancial.com. Don't miss this opportunity to take control of your financial future with a company that truly understands and caters to your needs.

👍 Reviews of Monolith Financial Group

Monolith Financial Group - Granite Bay, California

betty B.

5/5

Love Camille & Jeff's friendly demeanor and atmosphere. Both very professional & make my husband and I feel special and appreciated. I love watching Jeff & Camille work together as a professional team in addition to the evident affection between father-daughter.

They always encourage questions and are ready to explain in various ways to assure we understand.

I trust Monolith to help me reach the best decisions for my needs & the needs of my family as recently my medical/health future has changed with a rare Cancer diagnosis. Jeff and Camille took the time to ZOOM with my 2 children & adult granddaughter, who incidentally, is also a client of Monolith. They explained and encouraged questions about the plan I chose for them as beneficiaries in a relaxing, calm atmosphere.

I love Monolith for many reasons and highly recommend them. They are moral and honest.

Thanks Monolith

Heather M.

5/5

I immediately felt so welcome and comfortable with Monolith discussing my future financial plans. I am so appreciative of the advice and knowledge they provided. Camille and Jeff were so responsive and trustworthy. I highly recommend this company as they put so much time and effort into each client!

Jennifer F.

5/5

Monolith has been advising us on our financial affairs for many years. We appreciate the time and detail Jeff and Camille provide to ensure our financial security. The Monolith team is very friendly, professional, and easy to work with. We are very grateful for their services.

Bill B.

4/5

We are extremely happy with Monolith Financial. We have had other advisors, but Jeff and his associates fully explain and confirm that we understand everything before any attempt to ask for a commitment.
Thank you Monolith Financial.
Sincerely William and Betty B.

John S.

5/5

Have had Monolith Financial as our financial planner for about 13 years. It is a family business that cares about your retirement. They make you feel like you are part of their family. They take the time to explain how they invest your money to get you the best return, and to make sure what your investment comfort level is. They don't just take your money and invest it until they are sure you are happy and understand the plan for your money that you help create.

Denise H.

5/5

Jeff and Camille are great to work. They have helped us tremendously
over the years. We are lucky to have found them for handling our retirement. I highly recommend Monolith Financial Group.

horti D.

5/5

I highly recommend Monolith Financial to those seeking financial understanding and success. Jeff and Camille and the entire staff are knowledgeable and patient,, and very effective in helping define and meet personal financial goals. I have wonderful financial peace of mind with their guidance and direction.

Frances J.

5/5

We met Jeff Mitchell in 2005 at a presentation of his Monolith Group. We were really taken with him and what he had to say. It took some convincing for me to invest all of my money with him, but I am glad I did (I was afraid of loosing it). He told us that we would not loose any money, only make money. Where can you find a deal like that? Since 2005 I have almost doubled my money! Thank you Jeff, of Monolith Financial Group, for investing my money and taking care of it for me.