Towerpoint Wealth stands out as one of Sacramento, California's top-notch financial planners. They are dedicated to safeguarding and growing your net worth while constructing a financial portfolio that aligns with your personal values. Their team of seasoned and trustworthy financial advisors will assist you in making informed decisions regarding your company's RSUs, managing your wealth, and planning for a secure financial future. Towerpoint Wealth operates as a Registered Independent Advisory firm, bound by legal fiduciary responsibilities to prioritize your best interests. By leveraging a vast array of resources and tailoring strategies and solutions, they ensure a personalized and attentive client experience akin to that of a boutique service. With Towerpoint Wealth, you can expect unwavering objectivity, transparency, and enhanced capabilities as they work diligently to help you attain your aspirations.
Best Financial Services in Sacramento
Handpicked Top 3 Financial Services in Sacramento, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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TOWERPOINT WEALTH REVIEWS
Joseph and his team are incredible. Joseph is extremely knowledgeable and responsive whenever questions come up. We rely on his expertise and contacts for all things money and finance related, most recently in regards to connecting us with a mortgage lender with the best rates and lowest fees for a new home purchase. He never disappoints and our family feels very secure knowing we have him in our corner. Thank you Joseph and Towerpoint Wealth for all that you do.
We have been long-term clients of Joseph since before Towerpoint Wealth was formed, and been very happy with the advice and stewardship of our investments. Towerpoint has put together a great team that has found a way to be both personal and professional. As we transition into retirement, we have enough confidence in Towerpoint Wealth to put our trust and financial future primarily in their hands.
The TPW team are great people, extremely knowledgeable on all things financial, and industry contacts to assist with retirement planning, taxes, real estate, trusts, insurance, etc. TPW helped us consolidate our assets, even if they aren't managing them directly, to better understand our net worth. Able to respond on financial issues in a timely manner.
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Fidelity Investments is renowned for its exceptional financial services located in Sacramento. They offer comprehensive support, ranging from crafting personalized plans to selecting suitable accounts for their clients. With a focus on meeting investors' needs, Fidelity Investments provides expert financial planning and guidance encompassing retirement planning, wealth management, brokerage services, college savings, and more. Moreover, they assist in planning for future educational expenses for your child. Their pricing structure is transparent and advantageous, with no account fees, no minimum requirements for opening a retail brokerage account, and commission-free trades, among other benefits. Emphasizing long-term strategic planning, Fidelity Investments offers a clear pathway towards global objectives, actively contributing to sustainability initiatives. Additionally, they provide the convenience of free parking for their clients.
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FIDELITY INVESTMENTS REVIEWS
Chris was great, took the time to stop and check for understanding because I am so not knowledgeable about these things and is really good for follow ups. Then the main office guys do the quarterly reports and calls to let you know where your money is going and how its doing.
My husband and I have had nothing but the best service -- first from Aaron F. and now Dave W. They are quick to answer calls, answer questions, and share their knowledge. We are both of retirement age (well, I'm almost there) and understandably more concerned these days with our investments -- and the Fidelity experts make us feel like we're in the best hands possible. Thank you.
I am an American River College student who is majoring in business and I love Fidelity I am investing in CDs I love there online resources and information I am learning about wealth building it is a learning lab plus investing at the same time. I am building capital for the business I want to start some day.
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Brown Financial Services Group is a reputable financial firm with a track record of assisting numerous individuals Based in Sacramento. Their team of seasoned professionals excels in providing specialized guidance for developing robust retirement strategies. They possess the expertise to tailor financial products that align perfectly with your specific circumstances, ensuring the attainment of your goals. Taking a proactive stance, they work closely with you to craft a comprehensive strategy that addresses your unique financial objectives, leveraging the most efficient methods available. By utilizing powerful tools, they empower you to create a customized plan that aligns with your financial aspirations. Additionally, they offer complimentary client portfolio strategy sessions and consultations, further emphasizing their commitment to client satisfaction. It's worth noting that their services extend to San Diego and Columbus as well.
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BROWN FINANCIAL SERVICES GROUP REVIEWS
Ron and Austin are reasoned, caring, and knowledgeable. They don't push people into uncomfortable financial positions, but rather work with each person to get the best results. I highly recommend them both, and consider myself blessed to have them as advisers.
They take great care of their clients and always has their best interest. Highly recommended.
Excellent company with exceptional service.
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