Top Three Rated

Best Financial services in ELK GROVE

3 trusted local Financial Services in Elk Grove, California

Edelman Financial Engines : Mark Sikich

9245 Laguna Springs Dr Suite 200, Elk Grove, CA
Pincode: 95758
5.0 (13 reviews) Since 2013
Specialties
Wealth Management Services Financial Planning Investment Management Retirement Planning Tax Planning Insurance Guidance Estate Planning Employer Services
About Business

Edelman Financial Engines is a financial advisory firm built around the belief that people should have access to objective financial guidance and a trusted financial advocate. The company combines pro...

Edelman Financial Engines is a financial advisory firm built around the belief that people should have access to objective financial guidance and a trusted financial advocate. The company combines professional expertise with technology and a client-focused philosophy. Edelman Financial Engines emphasizes fiduciary responsibility, personalized relationships, and putting clients’ interests first as central elements of its organizational identity.

Working Hours
Open Mon - Fri 8:30 am - 5:00 pm
Closed Sat & Sun Closed
Customer Review
I am very happy with the services and guidance provided by Mark and his team. In addition the initial financial retirement plan that we have put in motion, Mark has been there to help my wife and I navigate some important decisions that we have sought help with since he has become our advisor.
View Business Details

Edward Jones : Kelly J Shultz

9290 W Stockton Blvd Ste 109, Elk Grove, CA
Pincode: 95758
5.0 (13 reviews) Since 2018
Specialties
Account Options Retirement Accounts Brokerage Account Options 529 Plans Banking And Lending Investment Products Stock Selection Bonds CDs And Other Fixed-Income Investments Mutual Funds Exchange-Traded Funds Unit Investment Trusts Donor Advised Funds Wealth Strategies Trust Company Edward Jones Ventures Insurance And Annuities Solutions For Business Owners
About Business

Kelly J. Shultz is a financial advisor affiliated with Edward Jones. She has built her professional identity around personalized client relationships, financial guidance, and helping individuals work...

Kelly J. Shultz is a financial advisor affiliated with Edward Jones. She has built her professional identity around personalized client relationships, financial guidance, and helping individuals work toward their long-term financial goals. She has an established professional presence and emphasizes understanding clients' individual circumstances and priorities. Her background and approach reflect a focus on building lasting relationships and providing thoughtful financial guidance.

Working Hours
Open Mon - Fri 8:00 am - 4:00 pm Sat By Appointment Only Sun Closed
Customer Review
Kelly has an amazing business acumen. I referred my husband‘s aunt to see her and she has spent tireless hours working to figure out the mess of a financial situation we’re dealing with. She has an extreme patience dealing with our aunt that has memory issues. She’s gone above and beyond what any other financial advisor I’ve ever seen do by helping us recover thousands in unclaimed property from the state. I’m in the process of referring my whole family to her because of the amazing job she does. You can’t buy trust and Kelly has proven herself time after time. I highly recommend choosing Kelly as your financial advisor!
View Business Details

SAFE Financial Services : James Kline

9312 Elk Grove Blvd, Elk Grove, CA
Pincode: 95624
5.0 (4 reviews) Since 2014
Specialties
Checking & Savings Checking Accounts Perfect Cents Checking Freedom Checking Prestige Checking Business Checking Savings Accounts Money Market Certificates Kids & Teen Accounts Business Savings Borrow Money Auto Loans Mortgages Home Equity Loans Personal Loans Student Loans RV Boat & Motorcycle Loans Business Loans & Financing Credit Cards Cash Back+ Visa Signature Cash Back Visa Essential Visa Smart Visa Business Credit Cards Wealth Management Meet Our Advisors About LPL Financial Grow Your Money Individual Retirement Accounts Insurance & Protection Options Vehicle Protection Home Protection Life Insurance SAFE Payment Protection Pet Insurance Accidental Death Hospital & Recuperative Care Individual Retirement Accounts Certificates Money Market Business Savings Insurance & Protection Options Vehicle Protection Home Protection Life Insurance SAFE Payment Protection Pet Insurance Accidental Death Hospital & Recuperative Care Wealth Management
About Business

SAFE Financial Services With more than 12 years of experience in the financial services industry, James Kline is a dedicated Financial Advisor at SAFE Financial Services, specializing in retirement pl...

SAFE Financial Services With more than 12 years of experience in the financial services industry, James Kline is a dedicated Financial Advisor at SAFE Financial Services, specializing in retirement planning, investment management, and long term wealth preservation. Known for a thoughtful, client centered approach, James partners with individuals and families to build financial strategies that seek to support both immediate goals and lifelong independence.

Working Hours
Open Mon - Fri 10:00 am - 6:00 pm
Closed Sat & Sun Closed
Customer Review
Great help and very friendly everytime I go.
View Business Details