Reviews for Parkshore Wealth Management

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Mar 2022
.I deal from a distance and have never doubted the safety or service of my account. I'm also thrilled to work with spiritual people. My parents worked with them and now I do....for years!!!
Feb 2022
The team at Parkshore Wealth Management is amazing. They take the time to learn about your personal situation and goals, develop short- and long-term goals, and provide the tools necessary for success. Their fee-only model means I can be confident they have my best interests in mind.
Feb 2022
I have been associated with Parkshore Wealth Management for many years. Harold Anderson and his fabulous staff have done an outstanding job caring for my investments. Although I have moved to the East Coast, I still do business with Parkshore. I certainly recommend this business to anyone.

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From Parkshore Wealth Management

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.