Services Offered
Investment Portfolio Management
Personalized investment strategies and portfolio oversight to grow and protect your wealth.
Retirement Planning
Comprehensive planning for retirement, including exit strategies and long-term financial security.
Tax Preparation and Guidance
Expert tax services to optimize returns and ensure compliance with current regulations.
Financial Advisory Services
Tailored advice on financial decisions, risk tolerance, and goal-setting for individuals and families.
Wealth Consolidation
Assistance in consolidating multiple retirement and investment accounts for streamlined management.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
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3
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2
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Kathy Neuburger
via Google
6 months ago
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.
D
Dennis Yeevia Google
6 months ago
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
G
George Clemonsvia Google
12 months ago
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.
S
Susan Plucknettvia Google
12 months ago
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!
B
Brian Spanglervia Google
about 1 year ago
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.
