Parkshore Wealth Management
-
5940 Granite Lake Drive
Granite Bay, California 95746 - (916) 797-3007
- Website
Hours
Chamber Rating
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David Mcdaniel
Feb 10th, 2024 -
The Timbo
Awesome Customer Service from the entire staff!!
Dec 4th, 2022 -
Michael Jacques
Been dealing with them for years. They are very professional and handle our whole family, over ten accounts. Five stars for sure!
Jan 28th, 2022 -
Rich Newey
Everyone is professional, courteous, knowledgeable and helpful. I highly recommend Harold and the team at Parkshore to anyone interested in wealth management!
Jan 21st, 2022 -
adanoor muralidhar
We have known Harold Anderson , Daniel Anderson and John- Thomas Lloyd for the last several years. Under the guidance of Harold Anderson Parkshore Wealth Management provides personalized solutions to reach your life goals. They are a family owned business, Professional , have good values ,are transparent along with being a fee only service which is very helpful . Strongly recommend PWS if you are looking for a financial adviser/ planner.
Jan 17th, 2022
About
Parkshore Wealth Management
Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want. With an office in Granite Bay, California, we’re a family-owned firm that takes a personal approach to working with people like you. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire.
Questions & Answers
Q What is the phone number for Parkshore Wealth Management?
A The phone number for Parkshore Wealth Management is: (916) 797-3007.
Q Where is Parkshore Wealth Management located?
A Parkshore Wealth Management is located at 5940 Granite Lake Drive, Granite Bay, California 95746
Q What is the internet address for Parkshore Wealth Management?
A The website (URL) for Parkshore Wealth Management is: https://www.parkshorewealth.com/
Q How big is Parkshore Wealth Management?
A Parkshore Wealth Management employs approximately 20+ people.
Q What days are Parkshore Wealth Management open?
A Parkshore Wealth Management is open:
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Q How is Parkshore Wealth Management rated?
A Parkshore Wealth Management has a 5.0 Star Rating from 27 reviewers.
Hours
Ratings and Reviews
Parkshore Wealth Management
Overall Rating
Overall Rating
( 27 Reviews )David Mcdaniel on Google
The Timbo on Google
Awesome Customer Service from the entire staff!!
Michael Jacques on Google
Been dealing with them for years. They are very professional and handle our whole family, over ten accounts. Five stars for sure!
Rich Newey on Google
Everyone is professional, courteous, knowledgeable and helpful. I highly recommend Harold and the team at Parkshore to anyone interested in wealth management!
adanoor muralidhar on Google
We have known Harold Anderson , Daniel Anderson and John- Thomas Lloyd for the last several years. Under the guidance of Harold Anderson Parkshore Wealth Management provides personalized solutions to reach your life goals. They are a family owned business, Professional , have good values ,are transparent along with being a fee only service which is very helpful . Strongly recommend PWS if you are looking for a financial adviser/ planner.
Overall Rating
Overall Rating
( 27 Reviews )Write a Review
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