Financial solutions management
408 Sunrise Avenue, Roseville, CA 95661
About the Business
Financial Solutions Management is a leading finance and real estate agency located at 408 Sunrise Avenue in Roseville, California, United States. Our team of expert advisors specializes in providing comprehensive financial solutions to meet the needs of our clients. Whether you are looking to invest in real estate, secure a loan, or plan for your financial future, we are here to help. With a commitment to excellence and personalized service, Financial Solutions Management is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can assist you in managing your finances effectively.
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Location & Phone number
408 Sunrise Ave #7, Roseville, CA 95661, United States
Reviews
"I found Kat and her team to be creative and responsive to my refinancing needs. Kat is professional and experienced in the role of mortgage broker and you can rely on her to pull the best deal together for your situation."
"Kat is a highly knowledgeable ally to have when you are financing your property. I've worked with her twice and have felt that she worked diligently to get me the best mortgage rates with lowest closing costs. I highly recommend her with utmost confidence!"
"Kat has helped me over the course of several years to prepare for home ownership. Her newsletter has up to date market information, and she is always willing to talk through ideas with clients. She helped me the most with credit monitoring and keeping a close eye on my financial trajectory. I'm grateful for this service!"
"Kat is amazing!! When we decided to buy another house, we went on a Saturday to an open house. We loved the house, called Kat on Sunday and within hours she had a offer package together. Unfortunately they didn't take our offer. But getting the package together only made it easier when we found another house that the seller needed a fast turnaround time. (Prior deal fell through and they needed to close or they wouldn't be able to get the house they wanted.) Kat and Aisha are a great team if you need a Realtor or a mortgage broker. Having people on your side with knowledge of both makes the transactions so much easier!! Would highly recommend this knowledgeable, easy to work with, and genuinely nice team!!"
"Kat is a true wizard of her financial arts! She leaves no stone unturned in search for the best deal and best approval odds for her clients. Yet she is 100% prudent and will never let you borrow more than you can actually handle. Her attention to detail, her patience, her focus, and her thorough knowledge of the industry are truly spectacular. Plus, she is a wonderful person with a great sense of humor, so even dealing with something as stressful as personal finances, you will have a great time. I truly believe that it was only Kat's magic that got me into the home of my dreams! Thanks, Kat!"
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- Personal Loan
- Finance & Loans
- 401K Plan Administration
- Asset Protection Planning
- Business Loan Options
- Business Succession Planning
- Estate Planning Services
- Estate Tax Optimization
- Family Office Management
- Financial Advisory Board Membership
- Financial Literacy Education
- Financial Planning Software
- Financial Solutions Management
- Individual Retirement Accounts
- Inheritance Planning Services
- Investing Strategies
- Investment Diversification Techniques
- Investment Portfolio Management
- Loan Options Analysis
- Long-Term Care Financing Options
- Long-Term Investment Goals
- Mortgage Financing Solutions
- Personalized Financial Plans
- Real Estate Finance
- Real Estate Market Trends Analysis
- Retirement Income Solutions
- Retirement Planning Services
- Retirement Savings Plans
- Risk Management Strategies
- Small Business Finance Guidance
- Tax Deferral Strategies
- Wealth Accumulation Strategies
- Wealth Creation Opportunities
- Wealth Management Advice
- Wealth Management Firms
- Wealth Preservation Techniques
- Wealth Transfer Strategies
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