Parkshore Wealth Management - Granite Bay, California

Parkshore Wealth Management is a financial planning and investment service company located at Address: 5940 Granite Lake Dr, Granite Bay, CA 95746. They can be reached at Phone: 67973007. Their website can be found at Website: parkshorewealth.com.

This company specializes in providing financial planning and investment services. They offer several convenient features for their clients, such as online appointments, onsite services, and a wheelchair accessible entrance, parking lot, and restroom. They also have restrooms available and recommend making an appointment, although it is not strictly required.

According to Google My Business, Parkshore Wealth Management has received 18 reviews with an impressive average opinion: 5/5. This is a testament to the high-quality service and expertise they provide to their clients.

If you are looking for a reliable and experienced financial planning and investment service company, Parkshore Wealth Management is an excellent choice. Their convenient location, accessible facilities, and excellent reputation make them a top choice for anyone in need of financial planning and investment services.

Recommendation: We highly recommend visiting their website at parkshorewealth.com to learn more about their services and to schedule an appointment. Their team of experts is dedicated to helping you achieve your financial goals, and they are committed to providing the highest level of service and support. Contact them today to get started on the path to financial success.

Reviews of Parkshore Wealth Management

Lonnie Cotton

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.

Gayle Hage

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.

Lisa McElligott

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.

Bryan Phipps

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 Law

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.

ultralitefilms

5/5

Parkshore is a talented team of passionate, honest folks. We are extremely pleased with both Parkshore's services and outstanding level of customer service. It's a family operated business who truly make their clients feel like they're part of the family.

Rebecca Alene

5/5

We are very happy with our dealings with Parkshore Wealth Management. They are professional and quick to respond to any questions we have. We feel at ease knowing Parkshore has our best interest in mind. Ask for Daniel. He will take good care of you.

Lou Klieger

5/5

Fantastic experience working with Daniel and his team on retirement planning.