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Updated almost 4 years ago on . Most recent reply

Rich Conley's profile image
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Rich Conley
  • Specialist
  • from Granite Bay, CA
  • Member since Aug 31, 2017
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Rich Conley's profile image
Rich Conley's profile image
Rich Conley
  • Specialist
  • from Granite Bay, CA
  • Member since Aug 31, 2017
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Rich Conley
  • Specialist
  • Granite Bay, CA
2
Votes |
5
Posts
Classifieds

Financial Advisor Recommendation - Greater Sacramento Area

Rich Conley
  • Specialist
  • Granite Bay, CA
Posted

Seeking recommendations for financial advisors (investor friendly) in the Sacramento area.  Closer to Roseville the better but willing to travel for the right individual.  Really looking for feedback from those who have direct experience with a solid financial advisor in the area.  Thanks

Sacramento, California
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Katie Phillips's profile image
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Katie Phillips
  • Real Estate Agent
  • from Sacramento, CA
  • Member since Mar 21, 2021
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Katie Phillips's profile image
Katie Phillips's profile image
Katie Phillips
  • Real Estate Agent
  • from Sacramento, CA
  • Member since Mar 21, 2021
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Katie Phillips
  • Real Estate Agent
  • Sacramento, CA
46
Votes |
69
Posts
Katie Phillips
  • Real Estate Agent
  • Sacramento, CA
Replied

@Rich Conley Julie Hassna is both a great person and amazing financial advisor out of Sacramento.

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