Service was absolutely "non-existent." I'm optimistic that this one location does NOT represent…read morethe network of professional advisors that are under the Schwab brand. Folsom, DO BETTER!

I visited this Charles Schwab branch for help with an issue on my account, and Madeleine was…read moreincredible. She was kind, courteous, and even offered me a coffee while I waited. She really knew what she was doing and worked diligently to fix the problem. I'm genuinely grateful they have someone so friendly and helpful at the front desk, especially for customers who come in without appointments. Excellent service all around!

A very positive experience. They kept us informed and set reasonable expectations. Highly recommend…read morethem over dealing with a government agency yourself.

Excellent service, very professional and kind. My funds were recovered with minimal effort on my…read morepart. I would highly recomnend and I will use them again if needed

I can't recommend Folsom Wealth Advisors enough! From our very first meeting, Heather made me feel…read morecompletely at ease with her genuine care and sincere desire to help. She's incredibly personable and takes the time to really understand your goals, values, and unique situation. She built a customized financial plan that fits our family's needs, and it's clear she's deeply committed to helping her clients succeed. I spent months trying to find the right fit for our financial planning needs, and I'm so glad we found Heather. One of Folsom Wealth Advisors' specialties is working with busy professionals who are raising young children. Her services are designed to meet the unique challenges we face, from managing competing priorities to planning for the future. She simplifies the process, offers guidance without pressure, and helps us make confident, informed decisions. She's incredibly responsive, thoughtful, and always makes time for our questions, big or small. It has been one year since Heather started helping us, and her services have absolutely been worth it. She's saved us a significant amount of money--especially during this tough economy--and we continue to see high value in her guidance and support. Working with her has been one of the best decisions we've made for our family's financial future.

From the owner: We save you hours with answers to your questions about equity, taxes, retirement, IPOs and more…read more Often people think of budgeting, buying a house, and investing as the three tools to effectively manage your money. We take a goals-based approach to financial planning to consider all the things you want to accomplish, and model out your financial decisions to determine the best course of action. This approach allows you to optimize your financial resources over your lifetime. We specialize in equity compensation and multi-year tax planning, we serve tech professionals and entrepreneurs. As fee-only fiduciaries, we always put your best interests first.

I am a new owner of a construction business and making sure that all my accounting is in order is…read moreso important. We were referred to Staszak and Company from On Track Business Management and what a great fit! Matthew Winger, Daniel Staszak and Laurie Staszak were happy to answer any questions I had and they always got right back to me. I will continue to do business with their firm and I'm grateful for their help and professionalism!

My husband and I have been using Dan for a few years now. He is the best! It is hard to be…read morepassionate about your CPA, but let me tell you Dan has gone the extra mile and then some for us. We have had some complicated and time consuming decisions to make and Dan has been right there, on Friday night, at 8:00 pm, listening to me panic, missing his yoga class and dinner with his family! AND on more than one occasion! Plus- he is just an easy person to deal with, a true pleasure to work with. I have not worked with the other CPAs in the office, but I have been in the office on many occasions, the reception staff is always welcoming, making us tea, coffee or what ever. When I have had to contact the office the front staff is very accommodating, sending me email information or what ever I need ASAP- usually w/i minutes. Prices have been extremely fair, especially if you need work done that is not simply yearly taxes.

Robert has fast in replying to my request and providing me with the information I needed…read more Unfortunately, he was not able to provide the specific service I required, but his quick response and willingness to walk the extra mile and provide information about who could help me speak about his professionalism and human quality. I am very grateful.

From the owner: Many people think life insurance is expensive and complicated, but that's not always the case! Here…read moreat the Harrison Brokerage, we work with over 30 carriers to find the best rates and policies to fit your specific needs and goals. Believe it or not, life insurance policies can start for under $10 a month!

This guy isn't the one that does your taxes, he sends that off to an online agency. The only reason…read morehe offers a tax service is so he can try and get your investments. I looked into his history after having a bad experience in which we had to file extensions because he wouldn't respond, and I found that he was once investigated for not keeping his accounting up to snuff as required by the state. I should have walked away when I noticed his fake Marine Corps cert on the wall. Sorry buddy, but some summer camp doesn't allow you to call yourself a Marine, that's reserved for real Marines like me. https://dfpi.ca.gov/wp-content/uploads/sites/337/2012/03/Continuum-Financial-Partners-LLC-Special-StipulationSettlement-Agreement.pdf

Amazing service! Very responsive and knowledgeable. I have never felt more cared for and educated…read moreby a tax and legal professional. Chris makes you feel like family and ensures your financial safety. I highly recommend his services and have since referred my family, who are equally satisfied!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Worst insurance agent hands down. My dad sold his car and it took about 4 months for Gary to remove…read morecoverage from the car. I submitted all the documentation the same day it was sold and he said it will be uninsured this week. I call him a week later, he says "oh I forgot, I will do it tonight." It got to the point where I kept trying to get in contact with him and just couldn't. My dad bought a new car and we were not able to insure the car, nor renew the policy of our other cars. He said it is because we did not provide a drivers license of my brother, which he never even asked me for, since I am the policy holder. My brother has not lived in this country for over 20 years. Gary said, "Oh I emailed your brother, he never replied, so I couldn't proceed." Just pure ludicrous, he couldn't even let me know before doing something like this. Now I have 3 cars without coverage, after 8 months of headaches, all because of his unprofessionalism. By the way, if you ever get him as an agent just know that he only works a few hours a day and is very hard to reach.

From the owner: Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another…read morekind, I'm here to help you understand the insurance coverage you may want. Serving the Folsom, CA area since 1990, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today. CA Lic. #0799823