Financial advisors for investors in Napa, CA
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Merrill Lynch Financial Advisor Renee McLeod
● OpenMerrill Lynch Financial Advisor Renee McLeod, located at 700 Main Street in Napa, California, is dedicated to helping you manage your wealth through personalized wealth management strategies. With a deep understanding of your financial picture, Renee can create a flexible strategy tailored to your goals and priorities, providing access to the investment insights of Merrill and the banking solutions of Bank of America. Renee believes in actively participating in the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, Renee can help you build a personalized plan focused on achieving your goals. As your financial advisor, Renee prioritizes what matters most to you, whether it's funding your children's education, planning for retirement, or passing wealth to future generations. By providing transparency and simplicity to the complexities of investing, Renee aims to make wealth planning an exciting journey towards reaching your goals.
700 Main St, Napa, CA 94559, United States -
Alyssa Samrick - State Farm Insurance Agent
● OpenAlyssa Samrick - State Farm Insurance Agent is located at 915 Trancas Street in Napa, California. As an insurance agency, we are dedicated to helping customers with their insurance and financial services needs. Our office is conveniently situated on the corner of Trancas Street and Villa Lane, making it easily accessible for our clients. Driving on rural roads may seem peaceful, but it comes with its own set of risks, especially when sharing the road with farm vehicles. We provide tips to help you stay safe while driving in the countryside. Additionally, we offer advice on fire-resistant tactics for your home, such as maintaining a well-mowed lawn and trimmed trees to reduce exterior fire hazards.
915 Trancas St Ste B, Napa, CA 94558, United States -
C & T Group Investment Management
● OpenC & T Group Investment Management is a finance institution located at 1732 Jefferson Street in Napa, California, United States. As Investment Adviser Representatives with LPL Financial, we specialize in helping clients define their long-term investment objectives and create personalized portfolios to achieve them. Our team understands the importance of getting to know each client's financial needs, goals, and lifestyle in order to provide tailored financial advice. Our office was established to offer ongoing professional advice to investors, guiding them towards their individual investment objectives. We provide objective financial advice on a fee basis, allowing us to adjust investment portfolios without requiring clients to pay commissions. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor.
1732 Jefferson St #11, Napa, CA 94559, United States
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