Denise Davis - SAFE Financial Services - LPL Financial Advisor - Folsom, California

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For individuals and families seeking comprehensive financial guidance, Denise Davis at SAFE Financial Services – LPL Financial is a highly recommended advisor. Located at 2295 Iron Point Rd Ste 100, Folsom, CA 95630, United States, Denise and her team offer a personalized approach to financial planning, catering to diverse needs and goals. Contact them directly at 9169797233 to schedule an appointment. Her website, while currently unavailable, can be accessed through LPL Financial’s resources.

About Denise Davis and SAFE Financial Services

Denise Davis brings a wealth of experience to SAFE Financial Services, operating as a Financial Consultant and Financial Planner within the reputable framework of LPL Financial. LPL Financial is a large, independent broker-dealer, providing access to a wide range of investment products and services. This affiliation allows Denise to offer a robust portfolio of solutions, while maintaining a commitment to client-centric service. Her primary focus is on helping clients navigate the complexities of personal finance, from retirement planning and education savings to investment management and estate planning. She believes in fostering long-term relationships built on trust and transparency.

Specialties and Services Offered

SAFE Financial Services specializes in providing a holistic approach to financial well-being. Here’s a breakdown of the key services Denise offers:

• Investment Management: Denise assists clients in constructing and managing investment portfolios aligned with their risk tolerance, time horizon, and financial objectives. She utilizes a variety of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: A significant portion of her practice is devoted to helping clients plan for a secure and comfortable retirement. This includes assessing current retirement savings, projecting future needs, and developing strategies to maximize retirement income.
• Financial Planning: Denise creates comprehensive financial plans that address all aspects of a client’s financial life, encompassing budgeting, debt management, insurance planning, and tax optimization.
• Education Savings Planning: She assists families in establishing and funding education savings accounts, such as 529 plans, to help cover the costs of higher education.
• Estate Planning Coordination: Denise works collaboratively with estate planning attorneys to ensure that clients’ assets are protected and distributed according to their wishes.

Location and Accessibility

The office of SAFE Financial Services – LPL Financial is conveniently located at 2295 Iron Point Rd Ste 100, Folsom, CA 95630. It’s designed to be accessible to all clients. Notable accessibility features include:

• Wheelchair-Accessible Car Park: Ample parking is available for individuals using wheelchairs.
• Wheelchair-Accessible Entrance: The main entrance is fully accessible, ensuring ease of entry for all visitors.
• Wheelchair-Accessible Toilet: A fully accessible restroom is available on-site.
• Toilet Facilities: Standard toilet facilities are also available.

Client Feedback and Reputation

Denise Davis and SAFE Financial Services have garnered positive feedback from their clients. Currently, the company has 3 reviews on Google My Business, with an average rating of 4.3 out of 5. These reviews consistently highlight Denise’s professionalism, knowledge, and dedication to her clients’ financial success. Clients appreciate her ability to explain complex financial concepts in a clear and understandable manner, and her commitment to providing personalized service. Here’s a summary of recurring themes from the reviews:

• Excellent Communication: Clients frequently praise Denise's clear and responsive communication style.
• Personalized Service: Many reviewers emphasize the individualized attention they receive from Denise.
• Strong Investment Performance: Several clients have noted positive investment results.
• Trustworthy Advisor: A common sentiment is that Denise is a trustworthy and reliable financial advisor.

Appointments are strongly recommended to ensure adequate time for a thorough discussion of your financial goals and needs. Contacting the office at 9169797233 will allow you to schedule a consultation with Denise. She prioritizes building strong relationships and understanding each client’s unique circumstances to create tailored solutions. SAFE Financial Services – LPL Financial is committed to providing exceptional financial advice and helping clients achieve their long-term financial objectives. The accessibility features demonstrate a commitment to serving a diverse clientele.

In short, Denise Davis at SAFE Financial Services – LPL Financial offers a combination of expertise, accessibility, and client-focused service that makes her a valuable resource for anyone seeking to improve their financial future. Her dedication to building trust and providing clear, concise guidance is a key differentiator in the financial services industry.

Key Contact Information:

• Address: 2295 Iron Point Rd Ste 100, Folsom, CA 95630, United States
• Phone: 9169797233
• Website: (Currently Unavailable – Accessible via LPL Financial)

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"summary": "Denise Davis at SAFE Financial Services – LPL Financial provides personalized financial consulting and planning services, prioritizing client relationships and offering accessible, wheelchair-friendly facilities with an average customer rating of 4.3/5.",
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