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TOP 30 Art financial planning in Roseville, CA
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Merrill Lynch Financial Advisor Julie L. Small
Merrill Lynch Financial Advisor Julie L. Small is a Senior Vice President-Wealth Management Advisor located at 2998 Douglas Boulevard in Roseville, California. Julie holds the designations of CERTIFIED FINANCIAL PLANNER ™ CFP® professional, Chartered Retirement Planning Counselor CRPC®, and Certified Fiduciary Plan Advisor CPFA®. She is dedicated to helping high net worth clients achieve financial security through retirement planning, liability and insurance management, and investment management. Julie takes the time to fully understand each individual and business professional she works with, helping them establish objectives and develop appropriate strategies to achieve their goals. She works closely with clients to track their progress and adjust strategies as needed. In addition to serving individuals and businesses, Julie also assists Not For Profit Organizations and Foundations with optimizing their resources. With a background in Graphic Design and a Bachelor of Fine Arts Degree from the University of Arizona, Julie has been serving the Sacramento region since 1991. She is actively involved in the community and enjoys spending time with her family and friends. Julie's personalized approach to financial planning, supported by the resources of Merrill Lynch, helps clients pursue their financial goals and achieve long-term success.
Woodcreek Dentistry
Woodcreek Dentistry is a leading dental institution located in Roseville, California. Our practice offers a wide range of General and Family Dental services, including Dental Implants, Periodontics, Endodontics, and Pediatric Dentistry all under one roof for your convenience. At Woodcreek Dentistry, we are dedicated to helping our patients achieve the smile they desire while also being mindful of their financial constraints. We understand that a visit to the dentist can be stressful, which is why we strive to create a warm and welcoming environment to alleviate any fears or anxieties. Our team of skilled professionals will ensure that you are fully informed about your treatment options and actively involved in the decision-making process.
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