Barretta Wealth Management

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63 Natoma St Ste 170

Folsom, CA 95630

+1 (916) 293-8512

http://www.barrettawealth.com

Barretta Wealth Management is a financial advisory firm based in Folsom, CA, dedicated to providing personalized investment strategies that align with their clients' dreams and aspirations. With a focus on simplifying financial lives and removing the complexities of investing, their team listens attentively to clients' desires and creates tailored plans that combine heartfelt goals with practicality.

As registered representatives with LPL Financial, a leading Registered Investment Advisor, Barretta Wealth Management offers securities and advisory services to residents of several states, including CA, IL, MI, NM, NV, OR, and TX. With a commitment to delivering exceptional service and expertise, they strive to empower their clients to navigate the financial landscape with confidence and clarity.

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Reviews

4.04 reviews

Mekenna R.

3/15/2025

This is such an amazing business Jaime is so nice and respectful I 100% recommend this business

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Heather O.

1/29/2018

I have 100% trust in Jaime's character, abilities, and expertise. I have known her for over 30 years; and for me and perhaps you, it's hard to hand your financial business over to someone without...

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Stephanie H.

9/25/2017

Jaime is a no non-sense kinda business professional. She knows her stuff and does her research. That is the kind of person I want managing my money. I would recommend Jaime to my friends and...

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Renee R.

4/16/2015

I am so tired of getting huge paper mailings every month despite closing all my accounts years ago. It's impossible to actually close anything when you decide to invest elsewhere.

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Fair Oaks, CA area, Pamela G Budenbender will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.