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Updated over 4 years ago on . Most recent reply

Rich Conley's profile image
Rich Conley's profile image
Rich Conley
  • Specialist
  • from Granite Bay, CA
  • Member since Aug 31, 2017

User Stats

5
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2
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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
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
1 Vote
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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

User Stats

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

1 Vote
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