Parkshore Wealth Management - Granite Bay, California

Introduction to Parkshore Wealth Management

Parkshore Wealth Management, located at 5940 Granite Lake Dr, Granite Bay, CA 95746, United States, stands out as a reliable and seasoned financial advisory firm. With a phone number 916-797-3007, potential clients can easily reach out for expert financial guidance. Their comprehensive services include Financial planning and Investment services, catering to a wide range of financial needs.

Key Features and Services

Parkshore Wealth Management prides itself on offering a suite of financial services tailored to meet individual and family needs. Their specialties in financial planning and investment services imply a deep understanding of the markets and a commitment to client success. The firm's dedication to accessibility is evident in their provision of online appointment booking and on-site services, ensuring that clients can interact with the advisors in a manner that suits their preferences. The facility itself is wheelchair-accessible, complete with a car park, entrance, and toilets designed to accommodate all visitors comfortably.

Client Reviews and Experience

Clients have overwhelmingly praised Parkshore Wealth Management for their exceptional service. With 21 reviews on Google My Business and an average opinion of 5/5, it's clear that the firm has built a solid reputation for trustworthiness and expertise. Feedback from satisfied clients like John-Thomas highlights their 8-year partnership, showing a long-term commitment to helping clients prepare for retirement with confidence. The team's ability to provide "proper guidance" has been instrumental in their clients' financial planning journeys, particularly during significant life transitions like exiting the workforce.

Recommendations for Potential Clients

For anyone considering financial planning or investment services, Parkshore Wealth Management presents a compelling option. Their appointment requirement and recommendation for scheduling in advance underscore their professionalism and commitment to providing personalized attention. Given their impressive ratings and client testimonials, it's advisable to explore their services further.

To take the first step, interested parties are encouraged to visit their website at parkshorewealth.com. Here, potential clients can gain more insights into the firm's approach, services, and contact details. It's also worth noting that appointments are recommended, ensuring a smooth and efficient consultation process.

👍 Reviews of Parkshore Wealth Management

George C.

5/5

For the past 8 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.

Lonnie C.

5/5

Professional caring group. I have had changes in my financial goals over the many years with Parkshore. They have always steered me in the right direction.

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.