Financial Advisor - Folsom, California

When searching for professional financial guidance, finding the right Financial Advisor is crucial. For those in or around Folsom, California, a notable option is found at 1110 Iron Point Rd #160, Folsom, CA 95630. This Financial Advisor can be reached at 877-932-41014 for inquiries or to schedule an appointment.

This advisor specializes in being a Financial Planner, offering comprehensive services tailored to individual financial needs. Their expertise in financial planning can be instrumental for anyone looking to manage their money wisely, whether it's for retirement, investing, or budget management. The services provided would likely include detailed financial planning, investment advice, and strategies to achieve personal financial goals.

For individuals with accessibility needs, this location is commendably equipped. It features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. This ensures that everyone, regardless of physical ability, can receive professional financial advice without barriers.

Prospective clients are advised to schedule appointments ahead of time, as it's recommended to ensure a personalized consultation. Given the lack of reviews on Google My Business, potential clients might want to reach out directly to inquire about services and the advisor's approach before making a decision.

The average opinion on this financial advisor platform is currently at a low score of 0/5, indicating that there may be room for improvement in customer satisfaction. This could be due to various factors, including service quality, communication, or perhaps the advisor's ability to meet the diverse needs of clients.

It's worth noting that despite the low ratings, the physical accessibility of the location and the provision of services specifically for individuals with mobility issues are significant advantages. For anyone considering financial advice in the Folsom area, this Financial Advisor offers a unique blend of accessibility and specialized financial planning. However, due to the limited feedback, it's advisable to seek additional reviews or references before finalizing any decisions regarding financial planning services.

The contact details provided, including the phone number and website (though the website link is not specified in the query), make it easy for prospective clients to reach out. In today's digital age, it's also beneficial to check the advisor's online presence for further information or testimonials.