Folsom, CA Financial Services

Excellent tax preparation service. Also, as subsequent tax questions have arisen, the follow-up support has been very much appreciated.

We had a wonderful experience getting a loan. The girls were very nice . It took less than an hour to get our loan.

Bonnie And I have been with Capstone since 2005 when we moved our retirement accounts to Chris at Capstone. We are very pleased with there treatment of our funds and the ... more

Tim keeps up with my investment for the past 10 years and he has not loss my money. I have seen growth in my portfolio and i trust Tim Rogers and Edward Jones . I Reme ... more

Ive had the opportunity to collaborate with Matt for months now. His professionalism and knowledge of the economy, retirement guidance & investment vehicles is impressive ... more

Chris is a very detailed, professional financial advisor. He explains everything in a calm manner, and makes the investment process feel safe and secure. I am so pleases ... more

We are very happy with the service and advice .

Great service and fair prices clean place and nice lady who works there name juanita she's talks to you very nice.

Since I have moved to Folsom I have encounter a very rude teller. They need to have training on how to assist people of Native American tribes and their percap checks and ... more

It's just okay.

Positive: Professionalism

I have worked with Catherine for several decades. At a time when I thought I would never be able to afford retirement, Catherine worked hard to make my dream of retiremen ... more

Catherine Dudley is a very experienced, certified Financial Planner. In addition she is very caring about her clients situations and wants the best for them by helping t ... more

I'm a Sacramento family law attorney and divorce mediator, and I have worked with Russell through the Sacramento Collaborative Divorce group. When I refer a client to ... more

My Dad opened a new account here three days ago. After opening the account and depositing money he was told that he could not get a debit card for one whole month. They d ... more

In a world where you cannot always trust everyone has your best interest at heart, it's refreshing to find someone like Troy. I have had my investments with Troy for a wh ... more

Bonnie And I have been with Capstone since 2005 when we moved our retirement accounts to Chris at Capstone. We are very pleased with there treatment of our funds and the ... more

Oh Yeah! Fidelity has a Pony Express Stop in Folsom at GOLD GROUND ZERO. Please give Fidelity a round of applause for Choosing Wisely.

Bank of the West was my bank from 1994 until last fall when BMO purchased them. Service fees for various services have increased significantly, they no longer support the ... more

Business customer, have received multiple loans for various purposes, good service, capable people, helped keep me in business during Covid, highly recommend them

I had an issue with this atm, I called the operator and he fixed the issue in a short time. Great customer service and a great BTC/USD rate!

They have the coldest coffee in town on the weekends. Worried you may burn yourself? Not here. If you enjoy luke warm coffee, this is your stop.

Good bank

The manager Jon went out of his way to help us get funding to the local Title company here in Bend. Can't say enough to recommend Banner Bank to anyone that needs to do a ... more

She was professional and knowledgeable.

-- close, well lit parking

Huge thank you to Chris and the whole team. They made my filing process super easy, had answers to everything and always responded in a timely matter. 100% would recommen ... more

She is great ☺️

This is the worst advisor I had. On the surface, he seems nice. But later I found his only cares about his own wallet, not my best interest. He did not pay attention to s ... more

It's a bank, no waiting

H&R rocks... My Folsom tax advisor, Carol L. is the best...

They consistently lock me out of my own accounts so I cant check my balances, and theres no one to resolve it outside of normal business hours. Absolutely maddening.

Super useful that the ATM is a drive through

Patelco is an excellent choice for your banking needs.

I came in with my boyfriend and received above and beyond service from Susan Ando. We just wanted to open an account but I had a question regarding my Chase rewards. Whil ... more

Best and most caring staff I have ever seen in a bank. So happy this is my home bank!

I love it so much! My boyfriend and I save all our coins up and when we gather enough we have a little race of bets to see how much money we collected. Its so funny that ... more

This Kiosk is actually located inside of raley's not in a parking lot

Navigating through a tax return issue can be an incredibly daunting experience, but having James D. Hicks as my tax professional made all the difference. From the moment ... more

My dog got a hold of my wallet and tore up a $20 bill. It was in about 4 pieces with a corner missing. Online said take it to your bank and if you have more than 50% of t ... more

Great bank service and very prompt! My family wired transfer money through the bank and the amount was received within a few hours. We are very satisfied and would like t ... more

My in-laws used Innovative Tax Solutions.  My father-in-law dropped off their 2020 taxes to be prepared and passed away suddenly a week later.  My mother in law and I hav ... more