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Financial Planners in Auburn, California

There are 2 recommended Financial Planners in Auburn, CA. Read reviews from people you know to find the best Financial Planner.

Review by Russ Schweikert, CIC

Garrett is the capable, agile, and progressive thinking Chief Operations Officer for my favorite insurance brokerage. They help me and my clients with short-term analysis to produce long-term options with regard to estate planning, life insurance, buy-sell agreements, investments, ownership transfers, retirement planning, key man coverage, critical illness protection, infinite banking, long term care coverage, etc. He continues to produce high above expectation and helps my clients solve problems that they felt hopeless about. Sterling attention to detail, highly integral, and positive thinking are cornerstones upon which he builds his practice in my opinion... (but better yet), as well as those of my clients. Thank you Garrett! rsSee MoreRead Less

Review by Mark Stempel

Charles was president of our investment club and helped us with our stock analysis and research.
He has access to more information than many of our sophisticated investors. Charles is extremely knowledgeable and a true professional.See MoreRead Less