PW
Parkshore Wealth Management
Gestión experta de patrimonio y planificación fiscal para un futuro financiero seguro.
5(5 reseñas)
Business
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Gestión experta de patrimonio y planificación fiscal para un futuro financiero seguro.
Parkshore Wealth Management es una firma de asesoría financiera de confianza con sede en Granite Bay, California, que se especializa en gestión integral de patrimonio y servicios de preparación de impuestos. Con décadas de experiencia, el equipo ofrece orientación personalizada para inversiones, planificación de la jubilación y estrategias financieras, asegurando que los clientes alcancen sus metas a largo plazo con integridad y compasión. Conocidos por su enfoque ágil y minucioso, ayudan a los clientes a consolidar sus cuentas y a navegar decisiones financieras complejas.
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Estrategias de inversión personalizadas y supervisión de carteras para hacer crecer y proteger tu patrimonio.
Planificación integral para la jubilación, incluyendo estrategias de salida y seguridad financiera a largo plazo.
Servicios fiscales expertos para optimizar las devoluciones y garantizar el cumplimiento de las regulaciones actuales.
Asesoramiento personalizado sobre decisiones financieras, tolerancia al riesgo y establecimiento de metas para individuos y familias.
Asistencia para consolidar varias cuentas de jubilación e inversión para una gestión más simplificada.
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.
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
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.
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!
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.
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