South Placer Wealth Management Group
17
years in business
17
years in business
Contact for price
Service type
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About
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
7 employees
17 years in business
Business hours
Sun12:00 am - 11:59 pmMon12:00 am - 11:59 pm
Payment methods
This pro accepts payments via Check, Credit card, and PayPal.
Social media
Services offered
Service type
General financial planning
Retirement planning
Life insurance review
Investment review
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Reviews
5.0
3 reviews
5
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4
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Showing 1-3 of 3 reviews
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!!
Kristen O.
Feb 3, 2020
Jagvir S.
Feb 17, 2020
Hired on Thumbtack
They value you time and response back to you very quickly.
Personal Financial Planning