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Parkshore Wealth Management
Expert wealth management and tax planning for a secure financial future.
5
Business
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Expert wealth management and tax planning for a secure financial future.
Parkshore Wealth Management is a trusted financial advisory firm based in Granite Bay, CA, specializing in comprehensive wealth management and tax preparation services. With decades of experience, the team provides personalized guidance for investments, retirement planning, and financial strategies, ensuring clients achieve their long-term goals with integrity and compassion. Known for their responsive and thorough approach, they help clients consolidate accounts and navigate complex financial decisions.
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Personalized investment strategies and portfolio oversight to grow and protect your wealth.
Comprehensive planning for retirement, including exit strategies and long-term financial security.
Expert tax services to optimize returns and ensure compliance with current regulations.
Tailored advice on financial decisions, risk tolerance, and goal-setting for individuals and families.
Assistance in consolidating multiple retirement and investment accounts for streamlined management.
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Overall rating
Kathy Neuburger
My husband and I have been with Parkshore since 2000, both for tax preparation and investment. They have been responsive to our needs and ideas and we trust them implicitly.
Dennis Yee
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
George Clemons
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.
Susan Plucknett
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!
Brian Spangler
We have been very pleased with Parkshore Wealth Management. After researching and talking with multiple companies we chose Parkshore. They did a thorough job understanding our needs, risk tolerance and financial goals. We consolidated multiple retirement and investment accounts and are extremely happy with the their tax guidance and investment outcomes.
