Arrowroot Family Office - El Dorado Hills, California

Address: 1107 Investment Blvd Suite 160, El Dorado Hills, CA 95762.
Phone: 63840050.
Website: arrowrootfamilyoffice.com
Specialties: Financial planner, Financial consultant, Financial institution, Investment company, Investment service, Stock broker.
Other points of interest: Identifies as women-owned, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Arrowroot Family Office

☎️63840050

⏰ Open Hours of Arrowroot Family Office

Monday: 8 AM–4 PM
Tuesday: 8 AM–4 PM
Wednesday: 8 AM–4 PM
Thursday: 8 AM–4 PM
Friday: 8 AM–4 PM
Saturday: Closed
Sunday: Closed

Introduction to Arrowroot Family Office

Arrowroot Family Office, located at 1107 Investment Blvd Suite 160, El Dorado Hills, CA 95762, is a premier financial institution that specializes in providing personalized financial planning, consulting, and investment services to clients. With a phone number of 63840050, and a website at arrowrootfamilyoffice.com, this company has been making a significant impact in the financial industry.

Specialties and Services

Arrowroot Family Office is well-known for its expertise in various financial services, including financial planning, consulting, investment companies, investment services, and stock brokerage. They pride themselves on offering tailored solutions to meet the unique needs of their clients, ensuring that each individual receives the best possible attention and guidance.

Other Points of Interest

It is worth noting that Arrowroot Family Office is identified as women-owned and offers online appointments, making it convenient for clients to schedule consultations. The office is also equipped with a wheelchair-accessible entrance, parking lot, and restroom, demonstrating their commitment to accessibility and inclusion.

Opinions and Average Rating

This company has received 12 reviews on Google My Business, with an impressive average rating of 5/5. Reviewers frequently mention the professionalism, great communication, and unparalleled level of service provided by the team at Arrowroot Family Office. Furthermore, some clients have reported positive returns on investments and appreciate the personalized attention given to their individual needs.

Testimonial:

"Our experience with Arrowroot Family Office has been truly exceptional. From the moment we walked in, we were greeted with a warm and welcoming atmosphere. The team listened to our goals and concerns, and provided us with customized solutions that have exceeded our expectations. We have seen significant growth in our investments, and their continuous support and guidance have given us peace of mind. We highly recommend Arrowroot Family Office to anyone seeking a trustworthy and dedicated financial partner."

Final Recommendation

If you are searching for a reputable and reliable financial institution to help you navigate your investment journey, look no further than Arrowroot Family Office. Their commitment to personalized service, along with their proven track record of success, sets them apart from their competitors. We strongly encourage you to visit their website at arrowrootfamilyoffice.com to learn more about their services and schedule an appointment today.

👍 Reviews of Arrowroot Family Office

Arrowroot Family Office - El Dorado Hills, California

Stacey N.

5/5

Our experience with Lagunitas Asset Management has been one of professionalism and great communication. Aside from our Positive return on investment, the level of service from Michael and his team is unparalleled. We have placed our entire family’s trust in Lagunitas Asset Management including our young children. Michael has worked with them 1:1 to understand the fundamentals of investing and continues to coach them and teach them about each investment opportunity both immediate and long term.

Pavi M.

5/5

I am happy be a client of Lagunitas Asset Management. They listened to our families' priorities, have made excellent investment recommendations, and been very responsive to questions and conversations. Through the economic turmoil associated with COVID-19, our financial assets have performed very well with Lagunitas. Great people, good service, knowledgeable. Highly recommended.

Pamela J. P.

5/5

The people at Lagunitas Asset Management are very bright and also caring. They work with small investors (regular folks who are making and saving money) and also large organizations. Michael Knittel has been recognized for his skills as a five Star Wealth Manager. He’s very focused on staying ahead of changes in the investment markets to protect his client’s assets.

Cassandra Barry is one of the warmest and most and caring people I have met in a long time. She is also extremely bright and informed.

I have had great conversation with both Cassandra and Michael bout the real estate market around the (Greater Sacramento area, Folsom, El Dorado Hills and the Foothills) and the directions the market can take in the year to come. They are very informed.

If you are considering getting advice on investments, financial planning and wealth management, why not start here with Lagunitas?

Jimmy C.

5/5

Mike and Cass at Lagunitas are one of a kind individuals! You just don't find this level of kindness, care and character matched with such vast knowledge, expertise and professionalism. I am more successful when I surround myself with good people who are smarter than me and thats Mike and Cass. I can't afford to not have them on my team. Business relationships that grow into true friendships create next level service. I've found that here and wouldn't go anywhere else.

Kyle N. M.

5/5

Lagunitas Asset Management not only manages all of our personal accounts, but also our clients' accounts. Most importantly we consider them family. If you're ever looking for an organization to get the job done, that you can trust, then this is the team you want to work with. Thanks Michael & Cass!

Callie M.

5/5

I have known Michael and Cassandra for several years and trust them implicitly. They are very driven individuals, constantly striving to learn all they can about their industry in order to provide the very best consultation and management services to their clients. They are very down to earth and will take the time necessary to make sure that you understand your options. Michael has a ton of experience with asset management and knows the market well. I give them my highest recommendation!!

Gregory P.

5/5

Michael and the team at Lagunitas are not only market wizards that are always a few steps ahead, but also a pleasure to work with and client focused taking the time to understand what was most important to me and partnering me with solutions! Two thumbs up and highly recommended!

Medo E.

5/5

Laginitas Asset Management is the rare firm that is both very very good at what they do while also providing white-glove personal service. I will also never cease to be amazed at how prescient they are at forseeing market trends and capitalizing on them. If you are looking for a highly skilled firm to manage your investments look no further than Laginitas. I highly recommend them.