Green Wealth Management
Financial Planner, Financial Consultant
2600 E Bidwell St STE 150 Folsom, CA 95630Edward Jones - Financial Advisor: Tom A Campeau
Financial Consultant
1833 Iron Point Rd, Suite 100 Folsom, California 95630Ive had the opportunity to collaborate with Matt for months now. His professionalism and knowledge of the economy, retirement guidance & investment vehicles is impressive ... more
Edward Jones - Financial Advisor: Chris Wilczewski, CFP|RICP
Financial Consultant
1568 Creekside Dr, Suite 204 Folsom, California 95630Chris 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
Edward Jones - Financial Advisor: Troy T Drennon
Financial Consultant
400 Plaza Dr, Suite 205 Folsom, California 95630In 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
Fidelity Investments - By Appointment Only
Investment Service
2600 E Bidwell St., Suite 200 Folsom, California 95630Oh Yeah! Fidelity has a Pony Express Stop in Folsom at GOLD GROUND ZERO. Please give Fidelity a round of applause for Choosing Wisely.
Edward Jones - Financial Advisor: Erin N Drennon, CRPC
Financial Consultant
9580 Oak Ave Pkwy, Ste 11 Folsom, California 95630I like Edward Jones they're very nice people they're caring and they're nice I've been with them for a long time they treat me right with the money my retirement fund is ... more
Edward Jones - Financial Advisor: Scott Moore
Financial Consultant
600 Coolidge Dr 185, Suite 102 Folsom, California 95630Tim 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
Edward Jones - Financial Advisor: Dawn K Silva, CFP
Financial Consultant
1849 Iron Point Rd, Suite 180 Folsom, California 95630We are very happy with the service and advice .
Edward Jones - Financial Advisor: Tim Rogers
Financial Consultant
600 Coolidge Dr 185, Suite 102 Folsom, California 95630This 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
Wells Fargo Advisors
Investment Service
2295 IRON POINT RD, Ste 100 FOLSOM, California 95630Denise Davis - SAFE Financial Services - LPL Financial Advisor
Financial Consultant, Financial Planner, Investment Service
2295 Iron Point Rd Ste 100 Folsom, CA 95630She is great ☺ï¸
Wells Fargo Advisors
Investment Service
25015 BLUE RAVINE RD FOLSOM, California 95630Best and most caring staff I have ever seen in a bank. So happy this is my home bank!
Adam Ellison - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner, Investment Service
1130 Iron Point Rd #150 Folsom, California 95630Brad Johnson - Thrivent
Financial Planner, Financial Consultant
101 Parkshore Dr Suite 100, Suite 100 Folsom, California 95630Lance Lastinger
Financial Consultant
1130 Iron Point Rd Suite 238, Suite 238 Folsom, CA 95630Edward Jones - Financial Advisor: Michael Ayers III
Financial Consultant
950 Glenn Dr, Suite 275 Folsom, California 95630Edward Jones - Financial Advisor: Ricardo Aguilera, ChFC|CLU
Financial Consultant
950 Glenn Dr, Suite 275 Folsom, California 95630PGL Financial
Investment Service
2240 East Bidwell Street Folsom, CA 95630Edward Jones - Financial Advisor: Todd M Bruns
Financial Consultant
1833 Iron Point Rd, Suite 100 Folsom, California 95630Edward Jones - Financial Advisor: Dan Hunter
Financial Consultant
8006 Folsom-Auburn Rd Folsom, California 95630Horizon Wealth Group
Investment Service
530 Plaza Drive Suite 100, Suite 100 Folsom, CA 95630Edward Jones - Financial Advisor: Linda Sobon, CFP
Financial Consultant
2360 East Bidwell St, Ste 102 Folsom, California 95630Blake Freeman - Morgan Stanley
Financial Consultant, Investment Service
2365 Iron Point Road, Ste 235 Folsom, California 95630Edward Jones - Financial Advisor: Gerardo Vergara
Financial Consultant, Finance Broker, Financial Audit
1833 Iron Point Rd Ste 100, Suite 100 Folsom, CA 95630Allstate Personal Financial Representative: Craig Rogers
Financial Consultant, Insurance Agency, Life Insurance Agency
13405 Folsom Blvd STE 810, Ste 810 Folsom, CA 95630Mike Kenison - SAFE Financial Services - Wealth Advisor
Financial Consultant
2295 Iron Point Rd, Suite 100 Folsom, California 95630Morgan Stanley Smith Barney: Stuckert Alicia
Financial Consultant
2380 E Bidwell St Folsom, CA 95630Wells Fargo Advisors
Investment Service, Financial Consultant
2295 Iron Point Rd Suite 280 Folsom, CA 95630Flagstar Private Banking
Financial Consultant
2365 Iron Point Rd #350 Folsom, CA 95630if possible i will give this bank 0 star. never can get hold of anyone to answer my call. charge me extra 200 dollars every month for my mortgage even after i proved i ha ... more
Bank of America ATM
ATM, Financial Consultant, Financial Planner
200 Palladio Pkwy STE 2201 Folsom, CA 95630Allworth Financial
Financial Planner, Financial Consultant, Investment Service
340 Palladio Pkwy Suite 501 Folsom, CA 95630Dispenses great financial information! The two appears to be married to each other.
Allen Tax Planning
Financial Consultant, Accountant, Financial Planner
2600 E Bidwell St Suite #210 Folsom, CA 95630Noell Allen, CPA is an extraordinarily knowledgable and personable tax professional. I highly recommend her.
Leasource Financial Services, Inc.
Financial Institution, Finance Broker, Financial Consultant
1000 River Rock Dr #218 Folsom, CA 95630always been a pleasure working with Tom and Erin.
Prudent Investor Advisors, LLC
Investment Service
101 Parkshore Dr #100 Folsom, CA 95630Perfect
Principal Funds
Investment Service
620 Coolidge Drive, Suite 300 Folsom, California 95630Investment Retrievers, Inc.
Investment Service
950 Glenn Dr Suite 160 Folsom, CA 95630Literally hired a private investigator for a $300 debt that's the only reason I give it a one star..
KOI Tax Service
Tax Preparation Service, Financial Consultant, Financial Planner
31 Natoma St #150 Folsom, CA 95630I questions about my taxes that were prepared by KOI. We called and sent an email requesting clarification. Its been a couple of weeks and NO response. Not good business ... more
Donald P. Madsen, Attorney At Law
Attorney, Estate Planning Attorney, Financial Consultant
81 Blue Ravine Rd Ste 230 Folsom, CA 95630Donald was recommended to me regarding updating Living Trust, which I am very pleased to say was a great referral. Donald and his staff were patient, knowledgeable, and ... more
Steve Raymond - SAFE Credit Union - Financial Planning
Financial Consultant, Financial Planner, Investment Service
2740 E Bidwell St Folsom, CA 95630DePiazza Fiduciary
Financial Consultant, Health Consultant, Aged Care
101 Parkshore Dr Folsom, CA 95630I CAN SAY FROM THE EXPERIENCE THAT IVE HAD WITH THIS MAN HE IS A POS, A NARCISSISTIC MORALLY CORRUPT MAN HE PUTS HIS NEEDS ABOVE THE PEOPLE WHOM HE IS SUPPOSED TO SERVE. ... more
Green Wealth Management
Financial Planner, Financial Consultant
2600 E Bidwell St STE 150 Folsom, CA 95630Martins Enterprise Inc
Investment Service
129 Cascade Falls Dr Folsom, CA 95630Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
403 E Bidwell St Folsom, CA 95630Worst customer service Ive ever experienced. I waited 41 mins for a teller. Apparently all tellers except one are at lunch.
Bank of America Financial Center
Bank, Financial Consultant, Financial Planner
200 Palladio Pkwy STE 2201 Folsom, CA 95630Wrong info , less knowledge, bad attitude. Lakshmi Bonala is unprofessional!
Wells Fargo Advisors
Investment Service
1113 E BIDWELL ST FOLSOM, California 95630Newport Group
Financial Consultant
35 Iron Point Cir #300 Folsom, CA 95630Very unprofessional. Cant speak with anyone that can give me any information about my account. Given the run around. Seems like they are stalling to give me my funds
Bank of America Financial Center
Bank, Financial Consultant, Financial Planner
25065 Blue Ravine Rd STE 100 Folsom, CA 95630This branch is TERRIBLE. First of all their banker tricked me into an account that she claimed would give me more cash rewards on my card, however, I am not earning more ... more
Edward Jones - Financial Advisor: Michael Ayers III
Financial Consultant
950 Glenn Dr Suite 275 Folsom, CA 95630Apex Equities
Investment Service
9580 Oak Ave Pkwy Folsom, CA 95630Charles Schwab
Financial Consultant
2600 E Bidwell St Ste 205 Folsom, CA 95630Allison is resilient, kind, and an advocate for clients.