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Finance Advising reviews in Shingle Springs

  • A
    IRA Valuations
    Joe and Shaleigh provide excellent advice and timely evaluations of IRA's related to private equity, loans, real estate, LLC's etc. for a nominal cost and have saved me $$thousands on taxes for several of my IRA investments.
    - Steven B.
  • A
    LPL FINANCIAL SERVICES
    Shari provides sound financial advice. She creates a personal portfolio and answers questions. She is very knowledgeable and I highly recommend her services.
    - Sandra S.
  • A
    UNITED FINANCIAL SVC
    Been going to United for about 15 years. Always dependable and pleasant. Difficult to park, but that's Davis for you. I'm sure there are cheaper places to have your taxes done, but no better place. I ask for Donna.
    - Kathy S.
  • A
    QuoteHero
    Was provided detailed information on costs and benefits.  All my questions were answered thoroughly.
    - Richard A.
  • A
    Wells Fargo Advisors LLC - Modesto
    I have used his services for the last 8-9 years and he is excellent. He is very courteous and very polite, and very caring about his clientele. He is kind of the old school and his assistant is very nice.. I do all my work with him over the phone because he is in another community but I used to see him when I lived in Modesto. He is not only highly professional but very experienced too. He always sends a beautiful birthday card and a beautiful Christmas card, and he always writes on the Christmas card. He takes the time to do it and I am very moved by that. He is very personal and takes you very seriously when he is working with you. I just recommended him to one of my closest friends down there and she is very pleased. There is plenty of parking there, so you don't have to worry about that. I just think that he is excellent.
    - Lynn w.
  • A
    MAXWELL & MAXWELL CONSULTING
    They provided me with financial advice in regards to my mother's estate and they saved us thousands of dollars. I have already recommended them to several of my friends and I have written recommendations for them. I don t know what I would have done without them.
    - SUZANNE D.
  • A
    Valic
    They listen to you, they are professional, helpful, educating, and prompt with their works. I follow them.
    - Robert B.
  • A
    Phil Lenser
    My husband works with him on a continual basis.  Phil calls my husband on an ongoing basis. We like his availability and the fact that his advice has always been proven through the years and time to be very good and very reliable. He is very professional. We will absolutely continue to use him.
    - Sharon V.
  • A
    Carbahal & Co
    My first visit was a Complimentary First Visit - No charge. Larry Olsen was right on time. I found him to be intelligent and knowledgeable. He listened to my concerns and questions. Then we took each question one by one, and broke it down in to parts for better understanding. Then Larry described the alternatives they could offer for each question- again in as much detail as I wanted. I will see Larry Olsen again, and recommend him to anyone looking for an integrity financial advice. I Was very pleased!
    - Patricia R.
  • A
    NEW YORK LIFE INSURANCE CO
    Albert Paula is my representative. He is an excellent, wonderful young man. If he does not want me to invest he will tell me; he does not take my money. I see him on a semi-annual basis; he handles my whole family. He is very honest and he is making money in our investments so he stays on top of things. He does not put money into wild and crazy things. Albert studies a lot and I appreciate that he does his due diligence. He is very good with my family and that makes a big difference, too. He has never been late or not responded. This young man is fighting cancer and he always shows up. I am sure he feels terrible, but he is always there and is always dressed beautifully. He is always a gentleman.  
    - Lynn M. S.
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Financial Advisors in Shingle Springs

Companies below are listed in alphabetical order.

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