Rick L.
5/6/2025
Outstanding team service, Josh helped me protect my family. Excellent communication throughout and very trustworthy.
Josh Albert, CFP
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1425 River Park Dr Ste 100
Sacramento, CA 95815
Josh Albert, CFP in Sacramento, CA is a financial planning and life insurance company affiliated with Northwestern Mutual. They offer a range of services including retirement planning, college savings plans, estate planning, insurance solutions, brokerage accounts, investment advisory services, and market commentary.
The company focuses on creating personalized plans tailored to individual goals and priorities. Clients can expect their financial advisor to provide expertise in financial solutions for various life stages, prioritize client interests, and offer stability backed by a Fortune 125 company with a 167-year history.
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Reviews
5.028 reviews
Candice T.
5/12/2023
Update to my review from a year ago, Josh and his whole team are so wonderful to work with! They continue to surprise me with their level of detail and care for my financial goals and needs....
Brendan D.
7/23/2023
Josh takes the time to really understand where people are currently at as well as figure out where they want to go with their financial goals. He is relatable and makes having sometimes difficult...
Jenna D.
11/7/2022
Josh was very personable and super patient with us. We never felt bad having to ask for an explanation as we were still learning the basics of investing. He is also very accessible so we would...
Jared G.
12/17/2021
Josh is always thoughtful and puts his clients' needs and interests first in suggesting potential insurance or investment products. He is much more responsive and proactive than other financial...
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