Monolith Financial Group
6806 Fallsbrook Court, Granite Bay, CA 95746
Location & Phone number
6806 Fallsbrook Ct #1, Granite Bay, CA 95746, United States
About the Business
Monolith Financial Group is a trusted finance institution located at 6806 Fallsbrook Court in Granite Bay, California, United States. They offer personalized financial advice and strategies to help individuals and families in the greater Sacramento area achieve their ideal retirements. By using the Monolith Money Map, their team of financial professionals will assess your current financial situation and provide a custom strategy to help you reach your unique retirement goals. They offer informational seminars on retirement income strategies and wealth management, as well as individual meetings to discuss your financial needs. Monolith Financial Group operates with integrity and transparency, always putting your best interests first when providing investment advice. Contact them today to schedule a meeting or register for a seminar to learn more about their products and services.
Photos
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 1:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Monolith has been advising us on our financial affairs for many years. We appreciate the time and detail Jeff and Camille provide to ensure our financial security. The Monolith team is very friendly, professional, and easy to work with. We are very grateful for their services."
"I immediately felt so welcome and comfortable with Monolith discussing my future financial plans. I am so appreciative of the advice and knowledge they provided. Camille and Jeff were so responsive and trustworthy. I highly recommend this company as they put so much time and effort into each client!"
"I highly recommend Monolith Financial to those seeking financial understanding and success. Jeff and Camille and the entire staff are knowledgeable and patient,, and very effective in helping define and meet personal financial goals. I have wonderful financial peace of mind with their guidance and direction."
"Love Camille & Jeff's friendly demeanor and atmosphere. Both very professional & make my husband and I feel special and appreciated. I love watching Jeff & Camille work together as a professional team in addition to the evident affection between father-daughter. They always encourage questions and are ready to explain in various ways to assure we understand. I trust Monolith to help me reach the best decisions for my needs & the needs of my family as recently my medical/health future has changed with a rare Cancer diagnosis. Jeff and Camille took the time to ZOOM with my 2 children & adult granddaughter, who incidentally, is also a client of Monolith. They explained and encouraged questions about the plan I chose for them as beneficiaries in a relaxing, calm atmosphere. I love Monolith for many reasons and highly recommend them. They are moral and honest. Thanks Monolith"
"We are extremely happy with Monolith Financial. We have had other advisors, but Jeff and his associates fully explain and confirm that we understand everything before any attempt to ask for a commitment. Thank you Monolith Financial. Sincerely William and Betty B."
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