Dena S.
7/2/2024
So far a five. In there process. I like that they slowly walk you through things and educate you. I will know more about how they can do with some more time. Mike Clark has been kind and easy...
Protection Point Advisors
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3200 Douglas Blvd Ste 305
Roseville, CA 95661
Protection Point Advisors, based in Roseville, CA, specializes in comprehensive financial planning and wealth management for individuals and families dedicated to achieving their unique visions of success. Their approach extends beyond traditional financial services, focusing on personalized guidance and involvement that aligns with clients' deeper life purposes.
Founded by Rick Watson and Mike Clarke, the firm prides itself on delivering a high degree of financial knowledge and attention, ensuring that every client receives thorough communication and support during both challenging and joyful times. With a commitment to putting clients' interests first, Protection Point Advisors seeks to foster meaningful relationships that enhance overall life satisfaction while managing wealth effectively.
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Reviews
3.02 reviewsNancy T.
3/3/2025
Stole our money. Dishonest. Unable to get access to our investments. Made "pennies" while Rick Watson drove up in a Bentley.
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