Financial advisor professional in Eureka, California
40 results found
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Premier Financial Group
● ClosedPremier Financial Group, located in Eureka, California, is a reputable finance institution dedicated to helping individuals, families, businesses, and organizations achieve their financial goals. With a focus on creating personalized financial plans tailored to each client's unique needs, Premier Financial Group offers complimentary consultations to discuss your financial objectives. Their experienced advisors specialize in investment management for endowments, foundations, and non-profit organizations, as well as providing cost-effective business plans and retirement solutions for employees. At Premier Financial Group, they believe in educating clients on investment principles and maintaining a long-term approach to financial planning. By utilizing evidence-based, structured asset class portfolios and a holistic advisory approach, they strive to build lifelong relationships with their clients. With a commitment to professionalism, confidentiality, and care, Premier Financial Group aims to empower clients to navigate the complexities of the financial market with confidence.
725 6th St, Eureka, CA 95501, United States -
Kingsview Partners Eureka Office
● ClosedKingsview Partners Eureka Office is a leading finance institution located at 205 I Street in the charming city of Eureka, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and solutions to our clients. Whether you are looking for investment advice, wealth management, or financial planning, Kingsview Partners Eureka Office is here to help you achieve your financial goals. Visit us today and let us guide you towards a brighter financial future.
205 I St Suite A, Eureka, CA 95501, United States -
Stratos Wealth Advisors
● ClosedStratos Wealth Advisors is a finance institution located at 1540 Eureka Road in Roseville, California, United States. The institution is led by Ken, who has over 25 years of experience in investment management, risk mitigation, and financial planning. Ken's passion for finance began during his undergraduate studies, and he has held management positions at Waterhouse Securities, TD Waterhouse, E*Trade Financial, and The Mutual Fund Store. At Stratos Wealth Advisors, Ken aims to provide personalized advice and planning solutions based on client needs and independent research. He believes in putting clients first and ensuring that their well-being is prioritized. Ken is a graduate of California State University, Sacramento, and holds various licenses administered by FINRA, including the Series 65 license.
1540 Eureka Rd # 101, Roseville, CA 95661, United States -
Hansen & Pereira Professional Fiduciaries
● ClosedHansen & Pereira Professional Fiduciaries is a trusted institution located in the heart of historic Old Town, Eureka, California. Specializing in managing the financial and healthcare affairs for the elder and special needs populations in our community, our firm is owned and managed by professional fiduciaries Lisa K. Hansen and Matthew A. Pereira. We offer a range of fiduciary roles, including trustees, executors, agents for finance and health care, and trust protectors. Committed to professionalism, integrity, loyalty, and confidentiality, we pride ourselves on providing top-notch services to our clients and their families.
535 3rd St, Eureka, CA 95501, United States -
Eureka Group Inc
● OpenEureka Group Inc is a leading finance institution located in Monterey, California, United States. With a strong reputation for providing innovative financial solutions and exceptional customer service, Eureka Group Inc has been a trusted partner for individuals and businesses seeking to achieve their financial goals. Our experienced team of professionals is dedicated to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Eureka Group Inc is here to help you every step of the way. Visit us today to experience the Eureka Group Inc difference.
Monterey, CA 93940, United States -
Stanley Leong - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedStanley Leong - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1700 Eureka Road in Roseville, California, United States. The institution offers a wide range of financial services and is known for its team of highly qualified professionals with various certifications and designations. Some of the certifications held by individuals at this institution include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise and commitment to providing top-notch financial advice and services to clients. Whether you are looking for retirement planning, estate planning, investment management, or specialized financial advice, Stanley Leong - Private Wealth Advisor, Ameriprise Financial Services, LLC has a team of professionals ready to assist you with your financial needs.
1700 Eureka Rd STE 110, Roseville, CA 95661, United States -
Wisdom Pointe Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedWisdom Pointe Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1700 Eureka Road, Roseville, California, United States. The team, led by Stanley Leong and Sarkis Anduze, Five Star Wealth Managers in 2024, specializes in helping successful professionals and their families plan for and transition into retirement. With a comprehensive approach to financial planning and a focus on preparing for the unexpected, Wisdom Pointe Wealth Advisors helps clients feel more confident about their financial future. Through a consultative approach, the advisors at Wisdom Pointe Wealth Advisors work closely with clients' tax and legal advisors to ensure that all aspects of their finances are aligned to pursue their goals. The team believes that true wisdom lies in aligning financial facts with future goals and dreams.
1700 Eureka Rd #110, Roseville, CA 95661, United States -
Visser Advisors
● ClosedWelcome to Visser Advisors, your trusted partner in financial planning and advisory services, conveniently located at 2237 3rd Street, Eureka, California. At Visser Advisors, we pride ourselves on offering personalized and comprehensive financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to guiding you through the complexities of financial management, whether you're planning for retirement, managing investments, or seeking advice on tax strategies. We understand that each client has distinct goals and challenges, and we are committed to providing expert advice that empowers you to make informed decisions for your financial future. Our approach is collaborative and transparent, ensuring that you are involved in every step of the process.
2237 3rd Street, Eureka, California 95501, United States -
Sandra Wood Insurance Services
● ClosedSandra Wood Insurance Services is a reputable health insurance agency located in Eureka, California, United States. With a team of experienced professionals, they offer a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for individual health coverage or group insurance plans, Sandra Wood Insurance Services is dedicated to providing personalized service and tailored solutions to ensure you and your loved ones are protected. Contact them today to learn more about their comprehensive insurance options and how they can help you secure your health and well-being.
Eureka, CA 95502, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 1864 Myrtle Avenue in Eureka, California, United States. With a strong presence in the financial industry, Northwestern Mutual offers a range of insurance products and financial services to help clients achieve their financial goals and secure their future. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual has a team of experienced professionals ready to assist you. Visit their office today to learn more about their comprehensive financial planning services.
1864 Myrtle Avenue, Eureka, CA 95501, United States -
Roy E. Corsetti, CPA, An Accountancy Corporation
● ClosedRoy E. Corsetti, CPA, An Accountancy Corporation is a reputable accounting firm located in Eureka, California. With a commitment to providing top-notch financial services, they specialize in accounting and finance solutions for individuals and businesses alike. Their experienced team, led by Roy E. Corsetti, CPA, offers a wide range of services including tax preparation, auditing, and financial consulting. Located at 134 D Street, this institution is dedicated to helping clients achieve their financial goals with professionalism and expertise.
134 D St STE 201, Eureka, CA 95501, United States -
Impuestos King - Pablo King Ortiz, CTEC, CFP
● ClosedImpuestos King is a reputable tax and financial services institution led by Pablo King Ortiz, a Certified Tax Expert (CTEC) and Certified Financial Planner (CFP). Located at 653 I Street in Eureka, California, Impuestos King specializes in providing expert tax preparation, planning, and consulting services to individuals and businesses. With a strong commitment to professionalism and customer satisfaction, Impuestos King is dedicated to helping clients navigate the complex world of taxes and finances with ease and confidence. Trust Impuestos King to provide reliable and personalized solutions to all your tax and financial needs.
653 I St, Eureka, CA 95501, United States -
Steven L. Harris CPA
● ClosedSteven L. Harris CPA is a reputable accounting and finance institution located at 3008 H Street in Eureka, California, United States. With years of experience in the industry, Steven L. Harris CPA offers a wide range of financial services to individuals and businesses alike. From tax preparation to financial planning, their team of experts is dedicated to providing personalized and professional services to meet their clients' needs. Trust Steven L. Harris CPA for all your accounting and finance needs.
3008 H St, Eureka, CA 95501, United States -
Solera Asset Managers
● ClosedSolera Asset Managers is a leading finance and insurance agency located at 1512 Eureka Road in Roseville, California, United States. With a team of experienced professionals, Solera Asset Managers offers a wide range of financial services including investment management, retirement planning, and insurance solutions. Their commitment to providing personalized and tailored financial advice sets them apart in the industry. Whether you are looking to grow your wealth or protect your assets, Solera Asset Managers is dedicated to helping you achieve your financial goals.
1512 Eureka Rd Suite 240, Roseville, CA 95661, United States -
John The Tax Guy Inc
● OpenJohn The Tax Guy Inc is a reputable accounting and finance institution located at 80 Eureka Drive in Pacifica, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax and financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust John The Tax Guy Inc for all your accounting and finance needs.
Professional Offices, 80 Eureka Dr #114, Pacifica, CA 94044, United States -
David L Moonie & Co LLP
● ClosedDavid L Moonie & Co LLP is a reputable accounting and finance firm located at 325 2nd Street in Eureka, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized approach ensures that each client receives the highest level of service tailored to their specific needs. Whether you are an individual or a business owner, David L Moonie & Co LLP is dedicated to helping you achieve your financial goals.
325 2nd St #301, Eureka, CA 95503, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 1605 Myrtle Avenue in Eureka, California. With a reputation for providing expert tax preparation services and financial advice, H&R Block has been helping individuals and businesses manage their finances for years. Whether you need assistance with tax planning, bookkeeping, or investment strategies, the knowledgeable professionals at H&R Block are here to help you achieve your financial goals. Visit us today to experience the expertise and personalized service that sets us apart from the rest.
1605 Myrtle Avenue Ste 13, Eureka, CA 95501, United States -
Katie Furman, Bankers Life Agent
● OpenKatie Furman, Bankers Life Agent is an insurance agency located at 1544 Eureka Road in Roseville, California, United States. As a trusted Bankers Life Agent, Katie Furman provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in insurance products, Katie Furman is dedicated to helping clients find the right coverage for their needs. Contact Katie Furman, Bankers Life Agent today to learn more about insurance options and how to secure your financial well-being.
1544 Eureka Rd #150, Roseville, CA 95661, United States -
Ann Duty, Bankers Life Agent
● ClosedAnn Duty, Bankers Life Agent is a reputable insurance agency located at 1512 Eureka Road in Roseville, California, United States. Specializing in providing comprehensive insurance solutions, Ann Duty and her team of experienced professionals are dedicated to helping clients protect their financial assets and plan for the future. With a commitment to personalized service and a wide range of insurance products, including life, health, and retirement plans, Ann Duty, Bankers Life Agent is a trusted partner in ensuring peace of mind for individuals and families. Contact them today to discuss your insurance needs and secure your financial future.
1512 Eureka Rd Ste 205, Roseville, CA 95661, United States -
Teisha Mechetti
● ClosedTeisha Mechetti is a finance institution located at 512 I Street in Eureka, California, United States. Specializing in business management, strategy, design, and development, Teisha Mechetti offers industry regulatory compliance services at the local, state, and federal levels. As a business resource center serving local, national, and international businesses, Teisha Mechetti provides comprehensive business advisement, consultation, and support. The institution's physical location is equipped with workshop space for training and private conferences.
512 I St, Eureka, CA 95501, United States -
Ebert Capital Management Inc.
● ClosedEbert Capital Management Inc. is a reputable finance institution located at 530 F Street in Eureka, California, United States. Specializing in investment management services, Ebert Capital Management Inc. offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution is dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ebert Capital Management Inc. is committed to helping you secure a prosperous financial future.
530 F St, Eureka, CA 95501, United States -
Capacclo Elleen Sacra CPA
● ClosedCapacclo Elleen Sacra CPA is a reputable accounting and finance institution located at 1315 4th Street in Eureka, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to providing high-quality and personalized services has earned them a strong reputation in the industry. Whether you are an individual or a business looking for financial guidance, Capacclo Elleen Sacra CPA is the institution to trust for all your accounting needs.
1315 4th St A, Eureka, CA 95501, United States -
The Slack Group - Morgan Stanley
● OpenThe Slack Group - Morgan Stanley is a financial institution located at 2421 Buhne Street in Eureka, California, United States. Specializing in finance, the institution offers a range of services including investment management, wealth management, and financial advisory. With a team of experienced professionals, The Slack Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.
2421 Buhne St, Eureka, CA 95501, United States -
Beckman Investments
● ClosedBeckman Investments is a reputable finance institution located at 2839 F Street in Eureka, California, United States. With a strong commitment to helping clients achieve their financial goals, Beckman Investments offers a wide range of investment services and solutions. Whether you are looking to grow your wealth, plan for retirement, or save for the future, their team of experienced professionals is dedicated to providing personalized guidance and expert advice. Trust Beckman Investments to help you navigate the complex world of finance and secure your financial future.
2839 F St, Eureka, CA 95501, United States -
Walsh Melinda Ann CPA
● ClosedWalsh Melinda Ann CPA is a reputable accounting and finance institution located at 614 Harris Street in Eureka, California, United States. With a focus on providing top-notch financial services, they offer expert guidance and support to individuals and businesses alike. Their team of certified public accountants is dedicated to helping clients navigate complex financial matters with precision and professionalism. Whether you need assistance with tax preparation, financial planning, or business consulting, Walsh Melinda Ann CPA is here to help you achieve your financial goals.
614 Harris St, Eureka, CA 95503, United States -
Martin, Hutchison & Hohman, CPAs
● ClosedMartin, Hutchison & Hohman, CPAs is a renowned accounting and finance institution located at 2601 Harrison Avenue in Eureka, California, United States. With a team of experienced and dedicated professionals, they provide a wide range of financial services including tax preparation, audit, consulting, and financial planning. Clients can trust Martin, Hutchison & Hohman, CPAs for accurate and reliable financial guidance to help them achieve their financial goals.
2601 Harrison Ave, Eureka, CA 95501, United States -
Wealth Enhancement Group
● ClosedWealth Enhancement Group is a leading financial institution located at 210 Eureka Drive in Pacifica, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and build a secure future. With a focus on personalized strategies and top-notch customer service, Wealth Enhancement Group is committed to providing expert guidance and support every step of the way. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we are here to help you navigate the complexities of the financial world and make informed decisions. Visit us today to learn more about how we can help you enhance your wealth and secure your financial future.
210 Eureka Dr, Pacifica, CA 94044, United States -
Ellen Price, EA CPA
● OpenEllen Price, EA CPA is a reputable accounting and finance institution located at 80 Eureka Drive in Pacifica, California, United States. As an NTPI Fellow® with expertise in representing taxpayers before the authorities, Ellen Price, EA CPA is dedicated to providing top-notch financial services to clients in the San Francisco peninsula and greater Bay Area. With a focus on professionalism and excellence, this institution is committed to helping individuals and businesses navigate the complexities of tax and financial management.
80 Eureka Dr #136, Pacifica, CA 94044, United States -
Jay Gedeon - Raymond James
● OpenJay Gedeon - Raymond James is a finance institution located at 1677 Eureka Road in Roseville, California, United States. With a strong focus on providing personalized financial services, Jay Gedeon - Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering exceptional service and tailored financial strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jay Gedeon - Raymond James is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
1677 Eureka Rd # 202, Roseville, CA 95661, United States -
Peak Investment Solutions LLC
● ClosedPeak Investment Solutions LLC is a finance institution located at 1508 Eureka Road in Roseville, California, United States. Our team of experienced professionals is dedicated to providing top-notch investment solutions to help our clients reach their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, we are here to help. Contact us today to schedule a consultation and see how Peak Investment Solutions LLC can work for you.
1508 Eureka Rd # 180, Roseville, CA 95661, United States
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