The Best Customized financial strategies in Granite Bay, California

Monolith Financial Group is a trusted finance institution located at 6806 Fallsbrook Court in Granite Bay, California, United States. They offer personalized financial advice and strategies to help individuals and families in the greater Sacramento area achieve their ideal retirements. By using the Monolith Money Map, their team of financial professionals will assess your current financial situation and provide a custom strategy to help you reach your unique retirement goals. They offer informational seminars on retirement income strategies and wealth management, as well as individual meetings to discuss your financial needs. Monolith Financial Group operates with integrity and transparency, always putting your best interests first when providing investment advice. Contact them today to schedule a meeting or register for a seminar to learn more about their products and services.

Acrisure Granite Bay, CA (Dillon Risk Management and Insurance Services Inc.) is a reputable insurance agency located at 4180 Douglas Boulevard in Granite Bay, California. With a strong focus on risk management and insurance services, this institution provides clients with personalized solutions to protect their assets and mitigate potential financial risks. The team at Acrisure Granite Bay is dedicated to delivering top-notch customer service and expert advice to help individuals and businesses make informed decisions about their insurance needs. Trust Acrisure Granite Bay to provide you with reliable insurance coverage and peace of mind.

Edward Jones - Financial Advisor: Marty McDonald is a reputable finance institution located at 8265 Sierra College Boulevard in Granite Bay, California. As a dedicated and experienced financial advisor, Marty McDonald provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Marty McDonald is a trusted partner in helping individuals and families secure their financial futures.

Farmers Insurance - Steve Heald is a trusted insurance agency located at 6806 Fallsbrook Court, Granite Bay, California, United States. With over 30 years of experience, Steve Heald has been providing insurance services to clients in San Jose and Granite Bay since 1989. As a local Farmers® agent, Steve helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. Steve is dedicated to making the insurance process straightforward and personalized to help clients make informed decisions. Whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Steve Heald can help you navigate the complexities of insurance and find the right coverage for your budget. With competitive rates and multi-line insurance discounts, Farmers Insurance offers peace of mind for your most valuable possessions, including your home, car, and personal belongings.

Farmers Insurance - Michael Martinelli is an insurance agency located at 351 Green Valley Road, El Dorado Hills, California, United States. As a local Farmers® agent in Granite Bay, CA, Michael Martinelli helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers solutions for life insurance, business insurance, umbrella policies, homeowner's insurance, and more. Michael is dedicated to helping clients develop personalized insurance buying strategies tailored to their specific asset needs. Whether you need comprehensive coverage, collision coverage, or medical payments, Michael can help simplify the process and make you smarter about insurance. With competitive rates and multi-line insurance discounts, Farmers Insurance is a reliable choice for protecting your most valuable possessions. Contact Michael Martinelli today for a personalized insurance quote and start building a secure financial plan for the future.