South Placer Wealth Management Group - Rocklin, California

Overview of South Placer Wealth Management Group

South Placer Wealth Management Group, situated at 3175 Sunset Blvd #102, Rocklin, CA 95677, United States, stands out as a reputable financial planning firm. With a phone number of 916-259-1402, clients can easily reach out for guidance. Their professional services are accessible online through their website, spwmg.com, where potential clients can find more information about their offerings.

Key Features and Services

The firm specializes in financial planning, ensuring that clients' financial futures are secure and well-managed. Their services include online appointments, which offer convenience for those who prefer to schedule meetings from the comfort of their homes. On-site services are also available, ensuring that face-to-face consultations are accessible for those who prefer personal interactions. Moreover, South Placer Wealth Management Group prides itself on providing language assistance, making their services inclusive for clients with different linguistic backgrounds. The firm is fully wheelchair accessible, with a car park, entrance, and restroom facilities designed to accommodate individuals with mobility needs.

Recommendations and Insights

Based on the limited but positive feedback available, it's clear that Garrick Gookin, a key figure at the firm, is highly regarded. Clients appreciate his ability to understand their financial goals and patiently explains investment options, striking a balance between expertise and trustworthiness. With over 15 years of satisfied clients, it's evident that the firm values long-term relationships and client satisfaction. The average opinion on Google My Business is quite favorable, scoring 4 out of 5, indicating a high level of customer confidence in their services.

For anyone considering financial planning, it's recommended to book an appointment to experience South Placer Wealth Management Group firsthand. The requirement for appointments suggests a dedication to personalized service and ensuring that each client receives the attention they need. Given the positive reviews and the firm's accessibility features, potential clients should find the process of contacting them straightforward and beneficial.

Final Recommendation

Don't miss the opportunity to secure your financial future with South Placer Wealth Management Group. Visit their website at spwmg.com to schedule an online appointment or learn more about their services. Whether you're looking to plan for retirement, invest wisely, or manage your wealth effectively, Garrick Gookin and his team at South Placer Wealth Management Group are ready to guide you with professionalism, trust, and a commitment to your financial well-being. Contact them today and take the first step towards a brighter financial future.

👍 Reviews of South Placer Wealth Management Group

Kelly F.

5/5

Garrick Gookin has been awesome. He takes the time to understand what our goals are and what why we are saving. Then he takes the time to explain our options and why he feels something is a good choice. He's a good mix of smart and trustworthy. I've invested with Garrick for probably 15 years and he's always done me right. Everyone I have referred to him comes back happy!

D B.

5/5

Garrick is the absolute best. I have never felt more secure about my future than I do now. If you don't make an appointment to see him, then you are making a big mistake.

Scam H.

1/5

I highly do not recommend using Garrick as a financial advisor. It's been my experience that he will not look out for your best interests. There are a lot of good financial advisors in the area. I recommend going elsewhere

Katie M.

5/5