South Placer Wealth Management Group
South Placer Wealth Management Group

South Placer Wealth Management Group

Offers remote services
Offers remote services
contact for price

It’s free, with no obligation to book

Introduction: We help solve complex financial problems by applying a process that has been implemented, tested, and refined over time. Our goal is to simplify the process for you and offer a high level of probability of success. This formula along with a fun and approachable personality allows for us to have long standing relationships with our clients.
Overview

Hired 1 time

Serves Rocklin, CA

7 employees

14 years in business

Payment methods

This pro accepts payments via Check, Credit card, and PayPal.

Social media

Facebook

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

3 reviews

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Ken M.
Jan 31, 2020
Garrick is exceptional to work with as he has a very well rounded approach to tax, financial management, and investment strategies. The South Placer Wealth Management Group has a very experienced team dedicated to serving all your financial goals! I would highly recommend Garrick and The South Placer Wealth Management Group to any of my closest friends, family, and clients!!
pro avatar
Jagvir S.
Feb 17, 2020
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Hired on Thumbtack

Hired on Thumbtack

They value you time and response back to you very quickly.
Personal Financial Planning
pro avatar
Kristen O.
Feb 3, 2020
Garrick is always very positive and informative. I recently had my first experience investing money that is not employer related and thanks to Garrick at South Placer Wealth Management I'm certain my money will be working to better my future.
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