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Twin Rivers Wealth Management
Einfühlsame Finanzplanung für die Zukunft Ihrer Familie in Sacramento.
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Business
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Einfühlsame Finanzplanung für die Zukunft Ihrer Familie in Sacramento.
Twin Rivers Wealth Management bietet fachkundige Finanzberatungsdienste in Sacramento an und konzentriert sich auf individuell zugeschnittenes Portfoliomanagement, Steuerplanung und Rentenstrategien. Das Team wird von Fachleuten wie Anthony Wright geleitet und verbindet technisches Fachwissen mit echter Empathie, um Kunden bei der Bewältigung komplexer finanzieller Situationen zu unterstützen. Sie bieten ganzheitliche Beratung, einschließlich Nachlassplanung und Treuhanddienstleistungen, und sorgen dafür, dass sich Kunden sicher fühlen und bei der Erreichung ihrer langfristigen Ziele unterstützt werden.
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Personalisierte Anlagestrategien, zugeschnitten auf Ihre finanziellen Ziele und Ihre Risikotoleranz.
Umfassende Ruhestandsanalyse und -planung, um finanzielle Sicherheit in Ihren späteren Jahren zu gewährleisten.
Fachkundige Steuerdienstleistungen zur Optimierung Ihrer finanziellen Situation und Minimierung Ihrer Steuerlasten.
Beratung zu Nachlassdokumenten, Treuhanddiensten und Vermächtnisplanung für Ihre Familie.
Integrierte Beratung zu Hypotheken, Investitionen und der allgemeinen finanziellen Gesundheit.
Gesamtbewertung
Tracy Regis
My husband and I have been working with Anthony at Twin Rivers for several years, and I cannot recommend him highly enough. Anthony handles everything from managing our portfolio to doing our taxes. He always takes the time to explain the details and answer our questions. Even repetitive ones! I also want to give a shout-out to Sonya, who works alongside Anthony; her responsiveness and dedication are evident, and she is a fantastic asset to the team. What truly sets this entire team apart, however, is their compassion. Anthony also helps manage my stepfather's accounts for me (as I am his POA). Recently, I faced a stressful family situation that came with a heavy administrative burden. Anthony, Sonya, and the rest of the team went above and beyond to help me navigate the logistics and manage the process smoothly. It is rare to find a financial team that combines technical expertise with such genuine compassion. If you want advisors who will look out for your family’s investments and best interests in every sense, go with Twin Rivers.
Linda M
I couldn’t be more happy with Twin Rivers wealth financial planning services. They have developed a plan for me that takes into account the changing market and my needs. I appreciated the decisions they made during COVID which presented a difficult time in everyone’s life. They are highly trained and professional planners. They brought up scenarios I would never have thought of myself. They always have a smile for me and I can tell they have my best interests in mind. I fully trust my money with them because of their honesty, dedication, and reliability.
Jane Adams
I met Anthony Wright informally and we connected right away. When I found out he was a financial planner, I asked to meet with him. He is very detailed, organized, thoughtful, but most importantly he was able to explain financial concepts to me in a way that I understood. I believe this firm cares about its clients and their financial success.
James Madden
My experience with Twin Rivers Financial has been great. I have nothing but good things to report. Each person I have encountered there has been knowledgeable, professional, and responsive. Every conversation has been one in which I have been heard and follow up action is always done rapidly. I feel the guidance I have been given is sound and is in concerns of me, the client first. Often, they have gone over and above in their scope looking at my financials, retirement and other aspects that concern my over-all picture in a holistic approach. Examples have been providing resources for Mortgage refinancing, Fiduciary Services and even attending a meeting to check out an attorney who wrote up my estate documents. I have gained a good sense as I head into retirement in a few years that everything is on target and that I will have enough to carry me through those years. Having that knowledge is such a great feeling to experience!
J Anne Ferrero
A++ I cannot recommend Twin Rivers highly enough! Their mission statement says it all: no matter how big or small your portfolio and financial situation, they will treat you with respect, compassion and personal attention and commitment to help you reach your financial and future goals. I became a client (when other companies weren’t interested) with a not overly huge portfolio and Twin Rivers (a huge thanks to Anthony Wright and Peter Moulton and the entire staff) have treated me with the utmost courtesy and attention. They listen, they care and I know and trust that my funds are in safe, capable and expert hands. Their fees are extremely reasonable and they exhibit total transparency - I’m a client for life! They’ve been responsive and attentive to my questions and concerns and have also assisted with my estate planning. I recommend them highly – you won’t regret your choice with these highly professional and qualified people. They have major skills. I'm lucky to have them as an advocate and on my side.
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