Parkshore Wealth Management - Granite Bay, California

Introduction to Parkshore Wealth Management

Parkshore Wealth Management stands out as a trusted financial service provider based at 5940 Granite Lake Dr, Granite Bay, CA 95746, United States. With a phone number readily available at 9167973007, potential clients can easily reach out for assistance. Their comprehensive services encompass financial planning and investment services, catering to a wide range of client needs.

Key Features and Accessibility

One of the commendable aspects of Parkshore Wealth Management is its commitment to accessibility. The office at Parkshore Wealth Management is fully wheelchair-accessible, ensuring that everyone can receive personalized financial advice without barriers. Their facility boasts a wheelchair-accessible entrance, parking lot, and washroom, making the experience convenient for all visitors.

In addition to physical accessibility, Parkshore offers both online appointment scheduling and onsite services. This flexibility allows clients to choose the method that best fits their schedule, whether that's through their user-friendly website or by booking a visit to their Granite Bay office. An appointment is required to ensure personalized attention, and it's highly recommended to secure one ahead of time.

Client Satisfaction and Reviews

The satisfaction of Parkshore Wealth Management's clients is evident from the 21 reviews they have received on Google My Business, boasting an . A glowing testimonial reads: "For the past 8 years, we have been using Parkshore Wealth Management for both our tax preparation and investments. We have been extremely pleased with everyone who has helped us out." Clients like John-Thomas and Trevor, along with team members Daniel and others, have provided exceptional guidance, especially as clients prepare for retirement.

Recommendation for Potential Clients

For anyone seeking reliable financial guidance, Parkshore Wealth Management is highly recommended. Their expertise, combined with a welcoming and accessible service environment, positions them as a top choice in the financial planning and investment sectors. Given their high rating and numerous positive reviews, prospective clients should consider visiting their website at parkshorewealth.com to learn more about their services and to schedule an online appointment.

👍 Reviews of Parkshore Wealth Management

George C.

5/5

For the past 8 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.

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.

Lonnie C.

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.

Nancy L.

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.