Certified financial planner in Arcata, California
3 results found
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LPL Financial, Ken Houldsworth CFP, Amy Taylor
● OpenLPL Financial, Ken Houldsworth CFP, Amy Taylor is a reputable financial institution located at 1400 10th Street in Arcata, California, United States. Specializing in providing comprehensive financial planning services, the team at LPL Financial is led by certified financial planners Ken Houldsworth and Amy Taylor. With a commitment to helping clients achieve their financial goals, LPL Financial offers personalized investment strategies and expert advice to individuals and businesses alike. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, LPL Financial is dedicated to providing top-notch financial solutions tailored to your specific needs.
1400 10th St, Arcata, CA 95521, United States -
Edward Jones - Financial Advisor: Matthew L Shiney, CFP®|ChFC®|RICP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Matthew L Shiney, CFP®|ChFC®|RICP®|AAMS™ is a reputable financial institution located at 1165 G Street, Arcata, California, United States. Specializing in finance, this institution is led by experienced advisor Matthew L Shiney, who holds multiple certifications including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), and Accredited Asset Management Specialist (AAMS™). With a commitment to providing personalized financial planning services, Edward Jones is dedicated to helping clients achieve their financial goals and secure their future.
1165 G St suite e, Arcata, CA 95521, United States -
Edward Jones - Financial Advisor: Bryan M Plumley, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Bryan M Plumley, CFP®|AAMS™ is a reputable financial institution located at 1165 G Street in Arcata, California. Specializing in financial planning and investment services, Bryan M Plumley, a Certified Financial Planner and Accredited Asset Management Specialist, provides personalized and knowledgeable advice to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner in helping individuals and families secure their financial future.
1165 G St suite e, Arcata, CA 95521, United States
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