Parkshore Wealth Management - Granite Bay, California

Parkshore Wealth Management

Located at 5940 Granite Lake Dr, Granite Bay, CA 95746, United States, Parkshore Wealth Management is a distinguished financial services company that specializes in financial planning and investment services. With a strong emphasis on personalized attention and expert guidance, the company has earned a stellar reputation among its clients.

About Parkshore Wealth Management

• Address: 5940 Granite Lake Dr, Granite Bay, CA 95746, United States
• Phone: 9167973007
• Website: parkshorewealth.com
• Specialties: Financial planner, Investment service
• Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.

This company has garnered a strong following and has earned 24 reviews on Google My Business, with an impressive average rating of 4.8 out of 5 stars. Clients consistently praise the company's integrity, compassion, and ability to provide clear explanations and solid direction for their financial planning needs.

Key Features and Services:

• Personalized financial planning tailored to each client's unique needs and goals
• Expert guidance in investment services, helping clients make informed decisions to grow their wealth
• Online appointments for added convenience, along with on-site services
• Accessibility features such as wheelchair-accessible parking, entrance, and restrooms
• Appointment required, with recommendations to book in advance

Testimonials:

One satisfied client has been with Parkshore Wealth Management for about 10 years and has nothing but wonderful things to say about their experience. The team at Parkshore has guided them through many financial decisions, always keeping their needs and concerns in mind. The client appreciates the clear explanations and solid direction provided with integrity and compassion.

Another client praises the company's ability to understand their perspective and provide a personalized approach to financial planning that takes into account their unique situation and goals. They have found the advice and guidance to be invaluable in achieving their long-term financial objectives.

Why Choose Parkshore Wealth Management

Parkshore Wealth Management stands out among financial planning and investment service providers due to its strong emphasis on personalized attention, expert guidance, and a genuine commitment to helping clients achieve their financial goals. With a reputation for integrity, compassion, and clear communication, Parkshore Wealth Management is an ideal choice for individuals seeking a trusted partner in managing their financial future.

👍 Reviews of Parkshore Wealth Management

Susan P.

5/5

I have worked with Parkshore Wealth Management for about 10 years now and I have nothing but wonderful things to say about them. The team at Parkshore has guided me through many financial decisions that have felt challenging, always considering my needs, concerns and ultimately what it most important longer term. They explain things clearly and offer solid direction, with integrity and compassion. I highly recommend them!

George C.

5/5

For the past 12 years we have been using Parkshore Wealth Management for both our tax preparation and for our investments. We have been extremely pleased with everyone who has helped us out. John-Thomas, Trevor and Jodi along with Daniel have done an amazing job in giving us the proper guidance as we prepare to exit the workforce and retire.

Brian S.

5/5

We have been very pleased with Parkshore Wealth Management. After researching and talking with multiple companies we chose Parkshore. They did a thorough job understanding our needs, risk tolerance and financial goals. We consolidated multiple retirement and investment accounts and are extremely happy with the their tax guidance and investment outcomes.

Kelly S.

5/5

My Father worked with Harold Back in the early days-1980's, when Harold did Dad's taxes (he did mine one year too!) Dad stayed with him through the harsh times and trusted his advice. Dad is gone some 10 years now and Harold's son, Daniel and "The Boys" take most excellent care of my Mom's investments. More importantly, they take care of her personally, know her and make an 89yo woman feel safe. My family-Partner, daughter, Sister and her Husband, all have our investments with Parkshore. The personal care inspires trust and they were instrumental in reassuring me that I could retire early and still enjoy a comfortable lifestyle. I and my family recommend them wholeheartedly.

Patti W.

5/5

Always an assuring, professional, and informative experience meeting with Daniel and his team at Parkshore. Unbelievably patient, friendly, and trustworthy!

Lisa M.

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.

Gayle H.

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.

Bryan P.

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.