Dominick D.
3/4/2022
I've been doing business with this firm since 1984. That being said, I should mention that they first were known as Smith, Johnson & Nix and have since evolved into Planned Solutions. I have...
Planned Solutions
Closed
(3)
1130 Iron Point Rd Ste 170
Folsom, CA 95630
Planned Solutions is a financial services firm based in Folsom, CA, offering comprehensive wealth management solutions to individuals and businesses.
With a focus on strategic planning and investment management, the firm helps clients navigate their financial goals and objectives with personalized guidance and expertise.
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Also at this address
Reviews
3.53 reviews
lina v.
4/17/2025
We received a tax organizer in December 2024 for the tax year. When I reached out to Joel Ransford with an update on our taxes, I was told they had informed us there were only doing taxes for...
Pat A.
5/9/2024
We are like Dominick D. We've been with them also since Roger Smith was with Smith, Johnson and Nix and feel exactly the same. We have always been made to feel important and all of our...
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