Top 10 Financial Advisors in Placerville, CA

Andrea Stanley Great lady. Knows how to make the most of your deductions.

Lee Harrison We have been very pleased with Adam Anderson. He has discussed our goals with us on a regular basis. We have found him to be trust worthy. He has always had our best interest in his handling of our account. I highly recommend him.

Darrell Reeder First I will say that the tellers and officers in Placerville get a 5 star rating. My family have been using the placerville B of As for over 65 years. A fue months ago the South West branch was closed with the Sacrament branch the last B of A in Placerville. We often due bank buisness on Saturdays, however the Sacramento branch is no longer open saturdays. About two weeks ago, while standing in line, I was informed I needed to start doing my banking buisness on line. I will not do my transactions on a computer any more due to security breaks and fraud. (I have tried using the banks ATM in the past with a check being lost for over two months befor they found it in the bottom of the ATM, thus I want a one on one with a living person for my banking needss.) How soon before we have to close our accounts and go back to cash only? Then how soon before cash will no longer be available? Darrell Reeder

Terry Hanks Ron Jacobs not only cares about your financial well being, but about your personally well being as well. Never a long waiting time, calls to check on your health etc Birthday cards, and lunch birthday parties for everyone in that month. Also get togethers to talk with others and to hear from Ron himself. Debbie in the front is very helpful, cheerful and a great listener. I would not move my money from them in my lifetime. Ron explains so you understand and and gives you options on investing. He is well versed in the market and takes his time so you are also.

Addison Lueras Megan is an incredible financial advisor - honest, extremely knowledgeable and very communicative when it comes to all things finance related. She’s very trustworthy and it’s one reason why I made the switch from my last financial advisor to her. Highly recommend- you will not be disappointed.