Keywords: Financial wells fargo bank ca 95667

Wells Fargo Bank - Placerville (CA)

Address: 🏡 1244 Broadway, Placerville, CA 95667, USA
Phone : +1 (530) 622-9200
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3X5sFrxQmoAR_QwoewXGJPA
#California

Earline La Buy, CPA - Antioch

Richard P Earliine is pretty awesome! Shes got a great personality AND she got me a whole bunch back on my taxes. She worked really closely with my bookkeeper (Kathy Reis Bookkeeping) too which was really nice. I honestly am not sure what a CPA should run, but for what she got me back, it was worth every penny... I got back 4x MORE than what she charged me!
5 /5

Sense Financial Services LLC - Anaheim

Nancy Oyer I love Sense Financial. I’ve been a client since 2019 and can absolutely and highly recommend Dmitriy and his team. I can’t imagine setting up a Solo 401K without them. Dmitriy and Minna and everyone I’ve worked with at Sense Financial is so knowledgeable, efficient, and kind. They respond quickly to every request. I love the diversity of investing in what I want, versus the being limited to the options I’ve encountered in many corporate retirement plans I’ve had previously. Even in the best of the best corporate plans out there, nothing compares to being able to invest in exactly what you want. For me that includes bonds that are not in the usual corporate portfolio, and multiple options for real estate. Don’t hesitate. Reach out to them today!
5 /5

Mission Street Wealth Planning - Pasadena

Scott Moe We have been working with Mission Street Wealth for several years now. Gary has been receptive, empathetic, and a responsive to all our questions and concerns. We debated a long time if working with a financial advisor was a worthwhile investment for us. Im so happy we decided to move forward. I would highly recommend Mission Street Wealth for financial advisement, wealth planning, and considering your future estate decisions. Garys decades of experience and genuine caring manner has been key to our confidence in planning our familys future.
5 /5