Solera Asset Managers - Roseville, California

When searching for professional financial guidance, insurance services, and investment solutions, Solera Asset Managers stands out as a reliable choice, particularly for those in the Roseville, California area. Located at Address: 1512 Eureka Rd Suite 240, Roseville, CA 95661, United States, this company offers a comprehensive suite of financial services to help individuals and businesses navigate the complexities of financial planning and beyond.

Solera Asset Managers prides itself on its range of specialties: Financial Planning, Insurance Agency, and Investment Services. These offerings are crucial for anyone looking to secure their financial future, whether it's planning for retirement, protecting assets, or growing investments. The company's commitment to personalized service ensures that each client receives tailored advice that meets their unique needs and goals.

For those with accessibility in mind, Solera Asset Managers is equipped with amenities that make their office welcoming to everyone. The parking lot is wheelchair-accessible, and there's a wheelchair-accessible entrance. The restroom facilities are also designed to be wheelchair-accessible, ensuring that everyone can enjoy a comfortable visit.

In terms of customer feedback, Solera Asset Managers has garnered 8 reviews on Google My Business, with an impressive average opinion of 5/5. This high rating reflects the company's dedication to customer satisfaction and its reputation for providing top-notch financial services. Clients praise the thoroughness of their advice and the professionalism of their staff, making Solera Asset Managers a trusted name in the financial services industry.

For potential clients, it's worth noting that while appointments are recommended to ensure efficient service, this doesn't deter many from seeking their expertise. The phone number: 9166729600 is readily available for those who prefer to reach out directly. Additionally, the website: soleraam.com offers a wealth of information for interested parties to explore before scheduling a visit.

The website not only showcases their services but also provides resources for beginners looking to understand more about financial planning and investment strategies. This makes it an invaluable resource for anyone, regardless of their current financial knowledge.

👍 Reviews of Solera Asset Managers

Daily D.

5/5

I had the pleasure of meeting Slava about 2 years ago in a networking group. After getting to know Slava, I highly recommend Him for Life Insurance, Disability, & Health Insurance. He has integrity, he does what he says he is going to do, his follow through and follow up is impressive, he is fair, he understands his clients needs, really takes the time to get to know his clients. One of the best things about Slava is his passion for his work. He really cares and it shows through his professionalism and work ethic. Again, I would HIGHLY recommend doing business with Slava, he is one of the best!

Nalesh C.

5/5

Slava is an amazing financial specialist who takes time to listen and assist! He has a wealth of knowledge and hands on experience. He is all about relationship building and making his clients his number one priority. He answered all of my questions and I could not be more pleased. I highly recommend him. He is the best in his line of business.

Andrea C. F.

5/5

Slava Palamanchuk is more than just an excellent wealth strategist; he is a great human being who really understand my family situation and care about our well-being.

In him, I have found someone who answers my questions, gives me advice but also is a good friend.

I highly recommend him!

Casey F.

5/5

Slava offers great and honest advice for your financial and insurance needs. You can find him and his team in Roseville. He is a family man with a love for helping people.

Mike M.

5/5

Thanks, Slava for a positive experience and great meeting yesterday. I sincerely appreciate your approach getting to know me and finding out what's important to me. I could sense you truly put the needs of others first. Great feeling knowing you value helping people develop a plan aligned with their needs and goals.

Joshua B.

5/5

Slava helped me take a look at a great life insurance policy to help protect me and my family. Thanks so much for helping me sleep at night.

cal S.

5/5

Roman Y.

5/5