Beauti USA place

Keywords: establishment,finance,point_of_interest

Lake Tahoe Wealth Management, Inc. - Folsom (CA)

Address: 🏡 101 Parkshore Dr, Folsom, CA 95630

Phone : +1 (855) 515-5896

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJZcspIJbmmoARYKKPFE08ymU

Where is Lake Tahoe Wealth Management, Inc. 🏡?
101 Parkshore Dr, Folsom, CA 95630
What is the phone number Lake Tahoe Wealth Management, Inc. 📱?
(855) 515-5896
What Clients Are Saying about Lake Tahoe Wealth Management, Inc. (on GG)

5 /5 Armand Hernandez: I got into contact with Angel because I had a lot of questions about my health packages and benefits. He was very helpful and explained everything very clearly to me knowing I dont know anything about this kind of stuff. All in all he was extremely helpful in explaining the various aspects to me so I could understand what I was going to be getting and what would benefit me most.

5 /5 Jordan Viggiano: Angel Escobedo has been very helpful throughout all my experiences with Lake Tahoe Wealth Management. He is knowledgeable and also very personable. I feel like he understand my needs and truly want to help me achieve my goals.
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJZcspIJbmmoARYKKPFE08ymU

Others Near Folsom,CA

Guild Mortgage Company - South Lake Tahoe

Neil Powell: Great experience. As a business owner, our situation was more challenging. Ron Shaw did a great job finding creative options to fund our loan, and his regular follow-ups were fantastic. His team of assistants(Cheryl, Kim, etc) did what needed to be done on time, and we closed even earlier than expected. If you are looking for someone who will tell you what you can do instead of what you cant do, call Guild and ask for Ron.

Wells Fargo Advisors - South Lake Tahoe

Alisha Ragusa, Founder, Financial Adviser - Freel Ascent Insurance & Financial Services - South Lake Tahoe

Marie Thatcher: super unprofessional and flaky... I have been with New York Life for over 15 years and a lot of things changed so I have been trying for over 2 years to change my policy. My my representative will not call me back or email I have been trying to reach her for weeks. I did a medical examination and never heard back from the company or my rep. I switched to Farmers Insurance and the customer service was Top Notch and got me all taken care of within a few days.

Sheila Edner - South Lake Tahoe

Guild Mortgage - Meghan Dinubilo - South Lake Tahoe

Darrell Johnson: Meghan at Guild Mortgage was able to take over my loan process when the previous lender couldn’t get me what I wanted. We had a very short time to close and Guild took over and made it happen in record time, while also getting me a better interest rate! I will never look anywhere else for my home financing needs, and I will continue to refer Guild at every opportunity. Thank you!!

Lake Tahoe Community College - South Lake Tahoe

Travis Clarke: Went to Lake Tahoe Community College with the Sonoma State Womens Soccer team to play a game. The coach and AD greeted us at the door of the Phys Ed building and were great hosts. The campus looks beautiful and is set among giant trees and it looks like new dorms are in the middle of being built. What a cool place to go to college for a few years!

BMO Bank N.A Branches - South Lake Tahoe

Robert Kushner: Every transaction is a nightmare. The first deposit was on hold for 30 days and every deposit after that was hold for over a week. I tried to use my debit card for an online transaction and there was a hold on that too. After a 30 minute hold to the number on the back of the card I was told I would have to, "step into the branch". I asked to speak to their supervisor but was told the same thing. I also signed up for their merchant account and that was a nightmare also. I was charged about $200 and $60 every month even though my contract stated they would not do that. I was able to get most of the money back but I had close my merchant account and open another one with another bank. Bank of the West is also not open on Saturdays and closes at 5:00 on the week days. This was the last straw for me. I will be closing all 3 accounts tomorrow, business checking, personal checking and savings account.

Barton Health - South Lake Tahoe

Kristen Phillips: I had an MRI done this week and wanted to pay my bill for $1,200 and the billing employee put an extra zero and charged me $12,000!! They assured me they canceled the charge even though I showed them the money came out of my bank account. They were not helpful and made me feel like I was over reacting. They later called and told me the payment vendor said the money didn’t go through. The charge posted to my bank account this morning, and my bank confirmed the claim did indeed go through. Everyone I have talked to has shuffled me off or not been helpful and I don’t know how or when I will get TWELVE THOUSAND dollars back. Hoping my bank can help me because Barton employees sure aren’t.

Pomegranate Consulting - South Lake Tahoe

Elevate Wellness: Tawni is a true dream maker. She provides the guidance, analysis and framework to take your vision and make it into a reality. Being an entrepreneur of a small business can feel scary but Tawni provides the deep level of confidence by creating attainable goals and the steps to get you there. I owe much of my success to the work we have done together. - Melinda Choy, LAc, CEO Elevate Wellness Center

Guild Mortgage - Tara Offenbacher - South Lake Tahoe

Rebecca Caldwell: Tara and her team were incredible to work with. She made the loan process simple and streamlined. Any questions we had were answered promptly and thoroughly and she was so on top of locking in interest rates at just the right time to help us save. Thanks, Tara!