Kim Sutton AAMS®, AIF® - SAFE Financial Services - Elk Grove, California

Address: 9162 Bruceville Rd, Elk Grove, CA 95758.
Phone: 69712254.
Website: safecu.org
Specialties: Financial consultant, Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4.1/5.

📌 Location of Kim Sutton AAMS®, AIF® - SAFE Financial Services

☎️69712254

Kim Sutton AAMS®, AIF® - SAFE Financial Services

Located at 9162 Bruceville Rd, Elk Grove, CA 95758, Kim Sutton AAMS®, AIF® - SAFE Financial Services is a reputable financial advisor with extensive knowledge and experience in financial planning and investment services. With a phone number of 69712254, clients can easily reach out to seek professional advice on their financial matters. Their website, safecu.org, provides more information about their services and the expertise of Kim Sutton.

Specialties and Services

Specializing in financial consulting, planning, and investment services, Kim Sutton and his team at SAFE Financial Services are dedicated to helping clients secure their financial futures. The company is committed to providing personalized attention and tailored solutions to meet each client's unique financial needs.

Accessibility and Appointments

For the convenience of all clients, SAFE Financial Services offers wheelchair accessible entrance, parking lot, and restrooms. While walk-ins are welcome, it is recommended to schedule an appointment in advance to ensure the best possible service.

Customer Reviews and Opinions

With 9 reviews on Google My Business, Kim Sutton AAMS®, AIF® - SAFE Financial Services has earned an average rating of 4.1/5. Clients appreciate the great service, personalized attention, and practical solutions provided by the financial advisor and his team. For example, some clients have shared positive experiences such as utilizing the cash deposit service through the partnership with Premier community credit Union.

Recommendation

👍 Reviews of Kim Sutton AAMS®, AIF® - SAFE Financial Services

Kim Sutton AAMS®, AIF® - SAFE Financial Services - Elk Grove, California

Rosann S. N.

5/5

I was in Elk Grove and need to deposit cash, so safe union is co-op with Premier community credit Union great service

Daniel P.

2/5

Call a day before to see if SAFE is part of the shared branches with other CUs in the US to utilize in-branch services; they said yes. Came in and saw a teller to make a cash deposit. After waiting for their computers to fire up (roughly 10 mins), I was told that their shared branch networks was down for the region. When I ask if it was just their branch, all SAFE CUs, or all shared branches in the network for this region I just got an “I don’t know”. Since this teller offered me no alternative options, I had to used their ATM outside. I felt unsafe and not taken care of.

It seems like if you are not a SAFE CU member and just a shared network member, this branch does not provide good customer service.

Philipson C.

5/5

I would like to commend ms ericka b. and her companion for helping us especially my wife in getting her first checking account and cc here in the US. Ms ericka have been very very patient in answering all our questions and very attentive to what we want. She also explained to us thoroughly the best option we can avail. She is one of a kind person and we really admire her professionalism and again her patience. She is a 100 percent, 5 star rated banker. Thank you so much again ms ericka b@#%ord. You deserve our best appreciation. I wish i was able to transact in this bank before. We felt the feeling of comfort, warmness and respect the moment we enter the bank. Definitely i will have a change of heart and we will be loyal to this bank from now on. 👍👍👍

Leeona C.

1/5

The numbers are not Active

Lenzo S.

5/5

Excellent service

jose G.

5/5

Glenda S.

5/5

Paige J.

5/5