Financial life planning in Auburn, CA
16 results found
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Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center, located at 5310 Auburn Boulevard in Sacramento, California, is a finance institution that offers personalized advice and guidance to help individuals achieve their financial goals. With the expertise of a Merrill Financial Solutions Advisor, clients can receive assistance in planning for their future and making informed investment decisions. The institution is affiliated with Merrill Lynch and provides a range of services including brokerage, investment advisory, and financial planning. Additionally, banking products are offered through Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is also available for insurance needs. With a focus on building relationships and providing valuable information, Merrill Investment & Retirement Financial Center aims to help clients navigate the complexities of investing and financial planning.
5310 Auburn Blvd, Sacramento, CA 95841, United States -
Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGlenn Kenes - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 470 Nevada Street, Auburn, California, United States. The institution offers a range of certifications and designations, including 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, investment management, estate planning, and specialized areas such as working with military personnel and individuals with special needs. Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services, LLC is committed to providing comprehensive and ethical financial services to individuals and businesses, with a focus on asset management, retirement planning, and investment strategies.
470 Nevada St #200, Auburn, CA 95603, United States -
David Vonasek, Financial Advisor
● ClosedDavid Vonasek, Financial Advisor is a reputable finance institution located at 400 Auburn Folsom Road in Auburn, California, United States. With a strong focus on providing personalized financial advice and guidance, David Vonasek is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, David Vonasek offers tailored solutions to meet your unique needs. Trust in David Vonasek, Financial Advisor to provide expert financial advice and support to help you make informed decisions and achieve financial success.
400 Auburn Folsom Rd, Auburn, CA 95603, United States -
Angela Adler - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAngela Adler - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious institution located at 470 Nevada Street, Auburn, California, United States. Specializing in finance, Angela Adler holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, investment strategies, and more, Angela Adler is dedicated to providing top-notch financial services to individuals, retirees, small business owners, and high net worth clients. The institution's commitment to excellence and ethical practices ensures that clients receive the highest level of financial advice and support.
470 Nevada St #200, Auburn, CA 95603, United States -
Clare Hiatt - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedClare Hiatt, a financial advisor at Ameriprise Financial Services, LLC located at 470 Nevada Street in Auburn, California, specializes in providing expert financial advice and services to individuals. Clare holds various certifications such as 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®, CFP®, 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®, among others. These certifications showcase Clare's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Clare Hiatt is dedicated to helping clients achieve their financial goals and secure their financial future.
470 Nevada St #200, Auburn, CA 95603, United States -
Nathan Mahnke ChFC , FIC , RICP - Thrivent Financial
● ClosedNathan Mahnke ChFC, FIC, RICP - Thrivent Financial is a finance institution located at 11601 Blocker Drive, Auburn, California, United States. We believe that everyone deserves a financial plan they can be confident about, and it all starts with the right financial advisor. Our team can help match you with resources based on your top financial concerns, understanding your unique situation and goals to identify strategies and solutions to help you achieve them. Money Canvas™ is a free virtual coaching service that empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate the challenges and opportunities that life presents. We are passionate about giving back and helping our clients do the same through our generosity programs and charitable planning options. With $162 billion in assets under management/advisement, Thrivent Financial is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs.
11601 Blocker Dr #210, Auburn, CA 95603, United States -
Kenton Bradley - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedKenton Bradley - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 13620 Lincoln Way, Auburn, California, United States. The institution offers a variety of certifications such as 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 cover a range of topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution aims to provide individuals with the knowledge and tools needed to make informed financial decisions and plan for their future.
13620 Lincoln Way Ste 275, Auburn, CA 95603, United States -
Greg Polley - State Farm Insurance Agent
● ClosedGreg Polley - State Farm Insurance Agent is a trusted insurance agency located at 8084 Old Auburn Road in Citrus Heights, California. With all the changes happening in the California insurance market, Greg and his team are here to help you with any insurance questions you may have. Whether you prefer to call, email, or stop by our office, we will show you the various options and coverages available to help you create your Personal Price Plan. Driving on rural roads may seem peaceful, but they come with their own set of risks. We provide tips to help you navigate these roads safely, especially when sharing them with farm vehicles. Additionally, we can educate you on how renters insurance works and guide you through the process of filing a claim.
8084 Old Auburn Rd B, Citrus Heights, CA 95610, United States -
Farmers Insurance - Jack Kandola
● ClosedFarmers Insurance - Jack Kandola is an insurance agency located at 3650 Auburn Boulevard, Suite A-101, Sacramento, California, United States. With 28 years of entrepreneurial experience, Jack Kandola is passionate about helping customers identify the insurance coverage and financial strategies that best fit their needs and goals. Specializing in auto, home, renters, pet, business insurance, and more, Jack is dedicated to protecting your assets and providing comprehensive coverage options. Whether you're looking for car insurance, home insurance, life insurance, renters insurance, or business insurance, Jack Kandola can help you create a financial plan that ensures a secure future. Contact Farmers Insurance - Jack Kandola today to learn more about their insurance services and get a personalized quote.
3650 Auburn Blvd Ste A101, Sacramento, CA 95821, United States -
Farmers Insurance - Maria Britton
● ClosedFarmers Insurance - Maria Britton is a local insurance agency located at 6611 Folsom-Auburn Road in Folsom, California. As a Farmers® agent, Maria Britton helps customers identify the best insurance coverage for their financial portfolios. Whether you need auto, home, renters, life, business insurance, worker's comp, or more, Maria and her team are there to assist you. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home, car, life, and business needs. They offer competitive rates and multi-line insurance discounts to help you save money. Additionally, they can help you with personalized financial planning to secure your future. Contact Farmers Insurance - Maria Britton at (916) 823-3733 for more information and to get a quote on the insurance coverage you need.
6611 Folsom-Auburn Rd Ste. C-1, Folsom, CA 95630, United States -
Ralph Smith - State Farm Insurance Agent
● ClosedRalph 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 -
Cash Club
● ClosedCash Club is a leading financial institution located at 457 Grass Valley Highway in Auburn, California. As a trusted name in the finance industry, Cash Club offers a wide range of services to help individuals and businesses manage their money effectively. Whether you need a loan, investment advice, or assistance with financial planning, our team of experienced professionals is here to assist you every step of the way. Visit Cash Club today and experience the difference that personalized service and expert financial guidance can make in your life.
457 Grass Valley Hwy #1, Auburn, CA 95603, United States -
Farmers Insurance - Scott Gelbke
● ClosedFarmers Insurance - Scott Gelbke is an insurance agency located at 6385 Auburn Boulevard in Citrus Heights, California. As your local Farmers® agent, Scott Gelbke helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including life, auto, home, renters, and business insurance. Scott Gelbke is passionate about providing excellent life insurance coverage to ensure that his clients and their families are well taken care of. Whether you need comprehensive coverage, collision coverage, or medical payments, Scott Gelbke can help you select the right insurance options for your budget. In addition, Farmers® offers competitive rates with multi-line insurance discounts. Scott Gelbke can also assist with reviewing your life insurance policy and creating a plan to support your loved ones in the future. For renters, condo owners, and small business owners, Farmers® offers affordable insurance options to protect personal belongings and investments. Scott Gelbke also provides financial planning services through Farmers Insurance and Financial Services to help clients reach their goals. For added protection, a Personal Umbrella insurance policy is available to cover assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, and other specific insurers underwrite the policies offered by Scott Gelbke. Securities are offered through Farmers Financial Solutions, LLC, and each insurer has sole financial responsibility for its own insurance products. Contact Scott Gelbke at Farmers Insurance for personalized insurance solutions and financial planning services in Citrus Heights, California.
6385 Auburn Blvd Ste C-1, Citrus Heights, CA 95621, United States -
Farmers Insurance - Jesse Horn
● ClosedFarmers Insurance - Jesse Horn is an insurance agency located at 11712 Enterprise Drive in Auburn, California, United States. The agency is run by local Farmers® agents Amy and Jesse Horn, who together have over 40 years of experience in the insurance industry. They both live in the Sierra foothills and are familiar with the challenges faced by residents living in a woodland environment, especially concerns about fire risk. The agency offers a variety of insurance coverage options, including auto, home, renters, life, and business insurance. They are dedicated to helping customers identify the coverage that best fits their needs, providing personalized and straightforward guidance to help make smarter decisions about insurance.
11712 Enterprise Dr, Auburn, CA 95603, United States -
Frank Lewis - State Farm Insurance Agent
● ClosedWelcome to Frank Lewis - State Farm Insurance Agent located at 185 Linden Avenue in Auburn, California. Our insurance agency is conveniently situated near the Clock Tower in Downtown Auburn, with Linden Ave running parallel to Lewis St. We specialize in providing Life Insurance and our experienced agent, Kim, is licensed with over 20 years of experience to help you find the perfect policy for your needs and budget. At our office, we take pride in serving all of California and Oregon, with a customer-focused team consisting of Kabrina and Kim. As a State Farm Insurance Agent for 41 years, I am dedicated to serving the Auburn community and beyond. We offer a range of insurance services, including Auto, Home, and Life Insurance, to help you protect what matters most.
185 Linden Ave, Auburn, CA 95603, United States -
Owens Estate and Wealth Strategies Group
● ClosedOwens Estate & Wealth Strategies Group is a finance institution located at 128 East Street, Auburn, California, United States. Our team of experienced financial professionals and smart money managers are dedicated to building personal relationships with our clients and providing trustworthy guidance. We offer services such as financial planning, asset management, retirement planning, insurance services, and estate consulting. Our investment committee carefully selects investments that best fit your life and goals. Stay informed with our seminars, market views, and Peter's Perspective from Partner and Director of Research Peter Ketchand, CFA®, MBA. Join us for a warm and relatable approach to managing your finances.
128 East St, Auburn, CA 95603, United States
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