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    Charles Schwab

    2.3 (4 reviews)
    Closed 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    Folsom Wealth Advisors

    Folsom Wealth Advisors

    (1 review)

    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.

    Teh Financial Coaching

    Teh Financial Coaching

    (101 reviews)

    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.

    Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

    Farmers Insurance - Gary Hatano

    Farmers Insurance - Gary Hatano

    (1 review)

    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

    Charles Schwab - investing - Updated May 2026

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