Monolith Financial Group - Granite Bay, California

Address: 6806 Fallsbrook Ct #1, Granite Bay, CA 95746, United States.
Phone: 9163676430.
Website: monolithfinancial.com
Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Monolith Financial Group

☎️9163676430

⏰ Open Hours of Monolith Financial Group

Monday: 9 AM–4 PM
Tuesday: 9 AM–4 PM
Wednesday: 9 AM–4 PM
Thursday: 9 AM–4 PM
Friday: 9 AM–1 PM
Saturday: Closed
Sunday: Closed

Monolith Financial Group is a reputable financial planning firm located in Granite Bay, California, USA. The company, which is owned by a woman, offers a range of services to help individuals and businesses achieve their financial goals. With a strong focus on customer satisfaction, Monolith Financial Group has earned a impressive 4.9 out of 5 stars based on 24 reviews on Google My Business. The company's commitment to providing top-notch financial planning services is evident in their commitment to accessibility, as they offer online appointments, on-site services, and a wheelchair-accessible facility.

Address: 6806 Fallsbrook Ct #1, Granite Bay, CA 95746, United States.

Phone: 9163676430.

Website: monolithfinancial.com.

Specialties: Financial planner.

Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended, Free parking lot, On-site parking.

To get started with Monolith Financial Group, it is recommended to schedule an appointment through their website or by calling their office. The company's dedication to offering exceptional service in a welcoming and inclusive environment makes them a top choice for anyone seeking financial planning assistance.

For more information or to begin working towards your financial goals, visit monolithfinancial.com or contact them at 9163676430.

Final recommendation: If you are looking for a knowledgeable, compassionate, and professional financial planning firm, look no further than Monolith Financial Group. With their commitment to accessibility, exceptional customer service, and a proven track record of success, they are the perfect partner to help you achieve your financial goals.

👍 Reviews of Monolith Financial Group

Monolith Financial Group - Granite Bay, California

betty B.

5/5

Love Camille & Jeff's friendly demeanor and atmosphere. Both very professional & make my husband and I feel special and appreciated. I love watching Jeff & Camille work together as a professional team in addition to the evident affection between father-daughter.

They always encourage questions and are ready to explain in various ways to assure we understand.

I trust Monolith to help me reach the best decisions for my needs & the needs of my family as recently my medical/health future has changed with a rare Cancer diagnosis. Jeff and Camille took the time to ZOOM with my 2 children & adult granddaughter, who incidentally, is also a client of Monolith. They explained and encouraged questions about the plan I chose for them as beneficiaries in a relaxing, calm atmosphere.

I love Monolith for many reasons and highly recommend them. They are moral and honest.

Thanks Monolith

Heather M.

5/5

I immediately felt so welcome and comfortable with Monolith discussing my future financial plans. I am so appreciative of the advice and knowledge they provided. Camille and Jeff were so responsive and trustworthy. I highly recommend this company as they put so much time and effort into each client!

Jennifer F.

5/5

Monolith has been advising us on our financial affairs for many years. We appreciate the time and detail Jeff and Camille provide to ensure our financial security. The Monolith team is very friendly, professional, and easy to work with. We are very grateful for their services.

Bill B.

4/5

We are extremely happy with Monolith Financial. We have had other advisors, but Jeff and his associates fully explain and confirm that we understand everything before any attempt to ask for a commitment.
Thank you Monolith Financial.
Sincerely William and Betty B.

John S.

5/5

Have had Monolith Financial as our financial planner for about 13 years. It is a family business that cares about your retirement. They make you feel like you are part of their family. They take the time to explain how they invest your money to get you the best return, and to make sure what your investment comfort level is. They don't just take your money and invest it until they are sure you are happy and understand the plan for your money that you help create.

Denise H.

5/5

Jeff and Camille are great to work. They have helped us tremendously
over the years. We are lucky to have found them for handling our retirement. I highly recommend Monolith Financial Group.

horti D.

5/5

I highly recommend Monolith Financial to those seeking financial understanding and success. Jeff and Camille and the entire staff are knowledgeable and patient,, and very effective in helping define and meet personal financial goals. I have wonderful financial peace of mind with their guidance and direction.

Frances J.

5/5

We met Jeff Mitchell in 2005 at a presentation of his Monolith Group. We were really taken with him and what he had to say. It took some convincing for me to invest all of my money with him, but I am glad I did (I was afraid of loosing it). He told us that we would not loose any money, only make money. Where can you find a deal like that? Since 2005 I have almost doubled my money! Thank you Jeff, of Monolith Financial Group, for investing my money and taking care of it for me.