Cancel

    Open app

    Search

    Parkshore Wealth Management

    5.0 (13 reviews)
    Closed Closed

    By appointment only

    Request information

    You can now request a consultation from this business directly from Yelp

    Parkshore Wealth Management Photos

    You might also consider

    More like Parkshore Wealth Management

    Recommended Reviews - Parkshore Wealth Management

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    30 days ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Helpful 1
    Thanks 1
    Love this 0
    Oh no 0

    4 years ago

    Helpful 15
    Thanks 0
    Love this 17
    Oh no 0

    1 year ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 2
    Thanks 0
    Love this 1
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Parkshore Wealth Management

    Review Highlights - Parkshore Wealth Management

    With Harold now retired we are very confident with the companies handling of our retirement funds now and in the future.

    Mentioned in 6 reviews

    Read more highlights

    You might also consider

    Solera Asset Managers - Our risk management process.

    Solera Asset Managers

    (1 review)

    My sister and I had a terrible experience with Vlad Donets from Solera Asset Managers. We were…read moremisled into purchasing policies based on false promises and incomplete information. When we discovered the truth and asked for a refund due to the misrepresentation, he completely dismissed our concerns and refused to take responsibility. We were completely scammed and taken advantage of. We are currently pursuing formal complaints through the appropriate regulatory channels. I strongly advise anyone considering working with Vlad Donets or Solera Asset Managers to be extremely cautious, read every detail carefully, and seek a second opinion before signing anything. Scamming people--especially when it involves their financial future--is unacceptable. Don't make the same mistake we did.

    From the owner: At Solera, we have one focus, Risk Management. Our specific approach aims to protect your account…read moreagainst catastrophic loss and yet still grow your portfolio by utilizing a diversified strategy of risk allocation. Instead of relying on just dividing your account up by asset classes, we employ a multitude of methodologies and strategies to risk manage your account. We believe that Fractionally Blending is the strongest way to manage risk in today's modern markets. With the goal of getting the major moves of the market mostly right, most of the time, we believe we can significantly decrease the likelihood of a catastrophic lose in the next bear market.

    Parkshore Wealth Management - financialadvising - Updated May 2026

    Loading...
    Loading...
    Loading...