Parkshore Wealth Management

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5940 Granite Lake Dr

Granite Bay, CA 95746

+1 (916) 797-3007

https://www.parkshorewealth.com

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.

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Reviews

5.07 reviews

Lizz H.

1/2/2022

I do not believe in New Year resolutions. However, I do believe in Parkshore Wealth Management and their abilities to handle my financial portfolio! January is the perfect time to bring in the...

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Steve S.

8/30/2021

When we first met Harold Anderson he came to our home where during the meeting our very discerning dog Bella kept smiling at him, and nudging his arm for attention. I knew to trust her judgement....

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Mark S.

3/17/2021

The team at Parkshore was very knowledgable and helpful. I felt like they listened to my questions and gave me clear, understandable answers. I never felt "sold" to or had certain products...

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Celia L.

11/7/2021

My experience with Parkshore Wealth Management has been incredibly wonderful. I trust them wholeheartedly and feel that they have done well for me. I cannot imagine a team more aligned with my...

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Benjamin C.

4/8/2021

I've been waiting for these guys to come up on Yelp so I can finally review them! Let me start by saying I never thought of myself as having "wealth" to manage, rather a great deal of school and...

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Roseville, CA area, Monika Reyes will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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