This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Parkshore Wealth Management
- Financial Services
- Roseville, CA
About this business
Parkshore Wealth Management is located at 3007 Douglas Blvd, Roseville, CA. This location is in the Lead Hill neighborhood. This business specializes in Financial Planning.
Location details
3007 Douglas Blvd, Ste 150, Roseville, CA, 95661, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been with Harold since the 1990's and he has done a great job in helping us invest for our future. Very pleased with how he has handled our portfolio and continues to do a great job! His son Daniel and the rest of the staff have been wonderful. Thanks for all the great work! Dennis and Leslie Yee
Incompetent denialists.
Always an assuring, professional, and informative experience meeting with Daniel and his team at Parkshore. Unbelievably patient, friendly, and trustworthy!
For the past 12 years we have been using Parkshore Wealth Management for both our tax preparation and for our investments. We have been extremely pleased with everyone who has helped us out. John-Thomas, Trevor and Jodi along with Daniel have done an amazing job in giving us the proper guidance as we prepare to exit the workforce and retire.
I have worked with Parkshore Wealth Management for about 10 years now and I have nothing but wonderful things to say about them. The team at Parkshore has guided me through many financial decisions that have felt challenging, always considering my needs, concerns and ultimately what it most important longer term. They explain things clearly and offer solid direction, with integrity and compassion. I highly recommend them!
Frequently asked questions about Parkshore Wealth Management
How is Parkshore Wealth Management rated?
Parkshore Wealth Management has a 4.9 star rating with 33 reviews.
When is Parkshore Wealth Management open?
Parkshore Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com