Phil L.
7/26/2022
Absolutely the top financial services company in California! Very bright staff, excellent with all facets of personal and corporate finance. Keep up the terrific work! Thank you!
SM Financial Services
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970 Reserve Dr Ste 205
Roseville, CA 95678
SM Financial Services in Roseville, CA is an independent dealer affiliated with The Hartford Financial Services Group, Inc. Their attentive representatives at Woodbury Financial Services utilize cutting-edge technology to provide full-service brokerage assistance.
Whether clients are saving for college tuition, a home, or retirement, SM Financial Services is dedicated to helping individuals achieve their financial goals with personalized guidance and top performance.
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Also at this address
Reviews
4.05 reviewsDrapes S.
5/20/2024
Serge is very professional and knowledgeable! We really appreciate that he tried to solve and solved all the issues we had.
Jennifer L.
1/4/2021
Horrible service we've used this service for many years the customer service is just absolutely ridiculous. The office staff are always so rude with answering hmmm mk and yea!! They should really...
The Bridal B.
2/24/2021
Efficient. Trusted. Professional. Serge has been our CPA for my business and my husbands. Exceptional service and always done with care. He has gone above and beyond for us. Top notch service!
James S.
12/20/2019
This is a company that is exemplified by the owner and the associates there. They are not only friendly and very supportive, they also know what they're talking about. I've worked with Serge Mysin...
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