Family trust management in Auburn, CA
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Summit Family Medicine
● OpenSummit Family Medicine is a trusted healthcare institution located at 1285 High Street in Auburn, California. As a primary care provider, our team of dedicated doctors and medical professionals are committed to providing comprehensive and compassionate healthcare services for individuals and families of all ages. From routine check-ups to chronic disease management, we strive to deliver personalized care to meet the unique needs of each patient. At Summit Family Medicine, your health and well-being are our top priorities.
1285 High St, Auburn, CA 95603, United States -
George Petersen Insurance Agency
● OpenGeorge Petersen Insurance Agency, located at 231 Cherry Avenue in Auburn, California, is a trusted insurance agency offering comprehensive solutions for businesses and individuals. Our team of dedicated agents works with clients to develop tailored insurance plans and risk management services to meet their unique needs. From health and disability benefits to retirement programs, we strive to help businesses retain their employees and protect their assets. At George Petersen Insurance Agency, we prioritize building lasting relationships with our clients by putting their needs first. We are proud to have a client retention rate of over 95%, one of the highest in the industry. Our commitment to community involvement and giving back to the areas where our employees and clients live is a core part of our philosophy.
231 Cherry Ave, Auburn, CA 95603, United States -
Ralph Smith - State Farm Insurance Agent
● OpenRalph Smith - State Farm Insurance Agent is a trusted insurance agency located at 430 Grass Valley Highway in Auburn, California, United States. As a long-time Placer County resident, parent, and grandparent, Ralph Smith brings over 37 years of experience in the insurance industry. With a team of experienced licensed agents, they can create personalized price plans for individuals and families. Ralph is also actively involved in the community as the Past President and current Foundation chair of Gold Country Rotary, providing assistance for local high school students and community projects. The agency focuses on educating customers on risk management strategies and insurance products to help protect what's important in their lives. They offer a range of insurance products including life insurance and annuities issued by State Farm Life Insurance Company. Additionally, they provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc.
430 Grass Valley Hwy, Auburn, CA 95603, United States -
Ryan Kelly - SAFE Financial Services - Wealth Advisor
● OpenRyan Kelly - SAFE Financial Services - Wealth Advisor is a leading finance institution located in Granite Bay, California. As a trusted wealth advisor, Ryan Kelly provides personalized financial solutions to help individuals and families achieve their financial goals. With years of experience and expertise in the field, Ryan Kelly offers a wide range of services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Ryan Kelly is dedicated to providing top-notch financial advice and guidance. Visit us at 8789 Auburn Folsom Road to learn how we can help you secure your financial future.
8789 Auburn Folsom Rd B, Granite Bay, CA 95746, United States -
Edward Jones
● OpenEdward Jones is a reputable financial institution located at 8006 Folsom-Auburn Road in Folsom, California. As a trusted name in the finance industry, Edward Jones offers a wide range of services including investment management, retirement planning, and wealth management. With a commitment to personalized service and financial expertise, Edward Jones helps individuals and families achieve their financial goals and secure their futures. Visit their office in Folsom to learn more about how Edward Jones can help you reach your financial objectives.
8006 Folsom-Auburn Rd, Folsom, CA 95630, United States -
Edward Jones - Financial Advisor: Bob McMahon, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Bob McMahon, CFP®|AAMS™ is a reputable financial institution located at 8780 Auburn Folsom Road in Granite Bay, California, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Bob McMahon provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Bob McMahon, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.
8780 Auburn Folsom Rd Suite 300, Granite Bay, CA 95746, United States -
Edward Jones - Financial Advisor: Mark Mishler
● OpenEdward Jones - Financial Advisor: Mark Mishler is a reputable finance institution located at 500 Auburn Folsom Road in Auburn, California, United States. As a trusted financial advisor, Mark Mishler provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mark Mishler is dedicated to providing top-notch financial guidance and support to individuals and families in the Auburn area.
500 Auburn Folsom Rd Ste 220, Auburn, CA 95603, United States
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