Financial organization in Roseville, California

The Bank of America Financial Center located at 2221 Douglas Boulevard in Roseville, California, is a full-service bank and financial institution. Offering a wide range of services including personal and business banking, loans, investments, and wealth management, Bank of America is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and cutting-edge technology, customers can expect top-notch service and support. Whether you're looking to open a checking account, apply for a mortgage, or plan for retirement, the Bank of America Financial Center in Roseville is here to help.

Burton Law Firm - Roseville is a boutique firm located at 3741 Douglas Boulevard, Roseville, California, United States. Specializing in accounting, finance, and legal services, the firm offers comprehensive and customized solutions for clients' legal, business, estate, and tax needs. With a team of award-winning litigation and dispute resolution experts licensed to practice nationally and internationally, Burton Law Firm serves businesses, families, and individuals across the state, nation, and even globally. The firm's commitment to client service, innovative problem-solving, and team approach to legal integration has earned them recognition as a top legal provider by national and international organizations. Services include asset protection, tax planning, employment law disputes, intellectual property management, business transactions, and more. With offices in Sacramento, Roseville, and San Francisco, Burton Law Firm is dedicated to providing expert counsel and exceptional solutions to clients worldwide.

Roseville Campus is a prestigious university located in Sacramento, California, United States. With a focus on academic excellence and innovation, the campus offers a wide range of programs and courses to help students achieve their educational and career goals. The institution is known for its state-of-the-art facilities, experienced faculty, and vibrant campus community. Whether you are a prospective student looking to further your education or a current student seeking to expand your knowledge, Roseville Campus provides a supportive and enriching environment for all.

The Bank of America Financial Center located at 9075 Woodcreek Oaks Boulevard in Roseville, California, offers a wide range of banking and financial services. Whether you need to make transactions on the go or seek personalized financial advice, our team of specialists is here to help. By providing your mobile number, you can receive text messages with important updates and information. With our convenient walk-up ATM, you can easily access your funds and manage your accounts. Make an appointment to discuss your financial goals with one of our experts or use our online help center for assistance. Our Mobile Banking app allows you to securely manage and pay your bills in one place. Whatever your financial needs may be, the Bank of America Financial Center in Roseville is here to support you on your financial journey.

Merrill Lynch Financial Advisor Ali R Coleman, located at 2998 Douglas Boulevard, Roseville, California, United States, is a trusted finance institution dedicated to managing your wealth by creating personalized strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ali Coleman and the team at Merrill Lynch Wealth Management work to help you pursue your aspirations through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Ali Coleman follows the deep-seated Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and focused on what you want to achieve.

Merrill Lynch Financial Advisor Jay A Johnson is a finance institution located at 2998 Douglas Boulevard, Roseville, California, United States. Jay A Johnson is a Certified Plan Fiduciary Advisor who takes the time to understand you, your family, and your financial situation. With a focus on delivering excellent service, Jay helps you build a personalized financial plan centered on your goals and priorities. By participating in the community and volunteering with local organizations, Jay follows the Merrill tradition of giving back. Through the Merrill Personal Wealth Analysis™, Jay can help you manage, grow, and preserve your wealth while considering the impact for years to come. By getting to know you personally and understanding your goals, Jay can design and implement a personalized plan to help you pursue financial success. With access to investment insights from Merrill and banking solutions from Bank of America, Jay works with you to develop a financial approach tailored to your needs. Through regular check-ins and adjustments to your financial approach, Jay helps you stay on track to achieve your goals. As a Merrill Lynch Wealth Management Advisor, Jay prioritizes your goals and provides personalized investment strategies to address your needs. With a focus on putting you first, Jay is dedicated to helping you live your best financial life. Contact Jay Johnson for personalized financial guidance and strategies tailored to your unique situation.

Merrill Lynch Financial Advisor Julie L. Small is a Senior Vice President-Wealth Management Advisor located at 2998 Douglas Boulevard in Roseville, California. Julie holds the designations of CERTIFIED FINANCIAL PLANNER ™ CFP® professional, Chartered Retirement Planning Counselor CRPC®, and Certified Fiduciary Plan Advisor CPFA®. She is dedicated to helping high net worth clients achieve financial security through retirement planning, liability and insurance management, and investment management. Julie takes the time to fully understand each individual and business professional she works with, helping them establish objectives and develop appropriate strategies to achieve their goals. She works closely with clients to track their progress and adjust strategies as needed. In addition to serving individuals and businesses, Julie also assists Not For Profit Organizations and Foundations with optimizing their resources. With a background in Graphic Design and a Bachelor of Fine Arts Degree from the University of Arizona, Julie has been serving the Sacramento region since 1991. She is actively involved in the community and enjoys spending time with her family and friends. Julie's personalized approach to financial planning, supported by the resources of Merrill Lynch, helps clients pursue their financial goals and achieve long-term success.

Merrill Lynch Financial Advisor Jarett D Liddicoat, located at 2998 Douglas Boulevard, Roseville, California, United States, is dedicated to developing long-term financial advisory relationships tailored to each client. With a systematic and disciplined approach to wealth management and investing, Jarett aims to align investment strategies with client goals, risk tolerance, and time horizon. Services offered include wealth management, retirement planning, college planning, and investment portfolio management, supported by specialists and in-depth research. Jarett is a Series 7 and 66 FINRA registered advisor with the CRPC® designation, bringing expertise in critical care/trauma nursing to his financial practice. Committed to community involvement, Jarett volunteers with local organizations. Through Merrill Lynch Wealth Management, Jarett provides personalized financial plans centered on client goals and priorities, adapting as life changes occur. By understanding each client's unique needs and preferences, Jarett helps them pursue meaningful financial goals and navigate market fluctuations. With access to the resources of Merrill Lynch and Bank of America, Jarett collaborates with clients to develop customized investment strategies and comprehensive financial solutions. By educating clients about investing, Jarett empowers them to make informed financial decisions and achieve their goals. The dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor ensures personalized investment strategies and access to a range of financial solutions. Let Jarett help you navigate the complexities of your financial life and build a customized approach to pursue your goals.

As a Merrill Lynch Financial Advisor located at 2998 Douglas Boulevard in Roseville, California, Aubrey Currington is dedicated to helping clients manage their wealth through personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Aubrey can create a flexible financial strategy tailored to your goals and priorities. By participating in the community and volunteering with local organizations, Aubrey embodies the Merrill tradition of serving the community. With the Merrill Personal Wealth Analysis™, Aubrey can build a personalized plan centered on your goals and aspirations. By getting to know you and your family, Aubrey can help you make informed decisions about your financial future, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Aubrey can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. By regularly reviewing your financial approach and making adjustments as needed, Aubrey ensures that your plan stays on track to help you achieve what matters most to you. With a focus on building a one-on-one relationship with clients, Aubrey is committed to helping you reach your financial goals and navigate the complexities of your financial life. Whether you are planning for the future, managing risk, or seeking investment insights, Aubrey Currington is here to guide you every step of the way.

Merrill Lynch Financial Advisor Chris Ledell, located at 2998 Douglas Boulevard in Roseville, California, is a finance institution dedicated to providing exemplary client service. Chris Ledell, with over 20 years of experience in financial services, assists clients in managing their wealth to meet their individual needs. He believes in a comprehensive approach that begins with understanding each client's goals and priorities. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, Chris Ledell is committed to serving the community and volunteering with local organizations. Through Merrill Personal Wealth Analysis™, he helps clients build personalized financial plans centered on their goals and aspirations.

Rex Halverson & Associates is a reputable institution located at 3741 Douglas Boulevard in Roseville, California, United States. Specializing in accounting, finance, and legal services, our team of professionals is dedicated to providing top-notch expertise and guidance to clients. Whether you need assistance with tax preparation, financial planning, or legal matters, we are here to help. With a strong commitment to excellence and client satisfaction, Rex Halverson & Associates is a trusted partner for all your financial and legal needs.

The Law Office of Seth L. Hanson is a reputable finance and legal institution located at 576 North Sunrise Avenue in Roseville, California, United States. Specializing in various legal services, including but not limited to finance law, Seth L. Hanson and his team are dedicated to providing top-notch legal representation and guidance to their clients. With a strong track record of success and a commitment to excellence, the Law Office of Seth L. Hanson is a trusted choice for individuals and businesses seeking expert legal advice and representation.

Khatami Law is a reputable institution located at 2140 Professional Drive, Roseville, California, United States. Specializing in family law, their team of experienced lawyers provide legal expertise in areas such as divorce, property division, financial concerns, spousal support, and parenting. With a client-focused and results-driven approach, Khatami Law has been supporting families since 2011. They exclusively handle Sacramento's family law matters, offering effective representation to individuals, couples, and families in the Roseville, Rocklin, Granite Bay, and Sacramento region. Known for handling complex cases that other firms may turn down, Khatami Law works with trusted financial experts to ensure the best possible outcome for their clients. With a track record of success and recognition in the community, clients have praised Khatami Law for their thoroughness, professionalism, and compassion throughout the legal process. If you are facing family law issues, Khatami Law is the firm to turn to for expert guidance and support.

Accurate Bookkeeping & Tax Services is a reputable accounting and finance institution located at 1615 Cindy Circle in Roseville, California, United States. With a team of experienced professionals, we provide precise and reliable bookkeeping and tax services to individuals and businesses. Our goal is to ensure that our clients receive accurate financial records and maximize their tax savings. Whether you need assistance with bookkeeping, tax preparation, or financial planning, our dedicated team is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

Vision Tax Co. is a finance institution located at 508 Gibson Drive in Roseville, California, United States. We understand that navigating through the recent changes in the tax code can be overwhelming. That's where we come in to help. Whether you're an individual or an LLC, we will review your needs and work with you to minimize your tax obligation. You have better things to do than worry about taxes, so let us take care of that for you. Bring us your information and we will create a tax plan that ensures you have no surprises next time. Quarterly filing, projections, and simulating life-changing events are all part of our services.

Nicholson & Olson is a reputable accounting and finance institution located at 729 Sunrise Avenue in Roseville, California, United States. With a focus on audit services, they are dedicated to helping clients find the solutions they need. With over 40 years of experience, the founders have built a company known for integrity, punctuality, and diligence. They have worked with a wide range of industries and offer tailored services to meet the unique needs of each client. Whether you are unsure of your business needs or looking for financial planning and reporting assistance, Nicholson & Olson is here to help. Their team takes the time to understand your organization and objectives to provide the best solutions for your business. Trust Nicholson & Olson, Certified Public Accountants, to provide expert financial services in the greater Sacramento area.

Hurtt & Hurtt: Hurtt Charles A CPA is a reputable accounting and finance institution located at 1731 East Roseville Parkway in Roseville, California, United States. Led by Charles A. Hurtt, a certified public accountant with years of experience in the field, the institution offers a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Hurtt & Hurtt is dedicated to providing top-notch expertise and personalized solutions to meet the unique needs of each client. With a commitment to excellence and integrity, Hurtt & Hurtt: Hurtt Charles A CPA is a trusted partner in helping clients achieve their financial goals.

Goodwill Sacramento Valley & Northern Nevada is a clothing store and nonprofit organization located at 312 North Sunrise Avenue in Roseville, California. At Goodwill Industries ® Sacramento Valley & Northern Nevada, we believe in providing a hand up to those in need. Our mission is to help people with disadvantages achieve self-sufficiency and create opportunities for individuals and communities. Join our family of nonprofits and start your own "Because of Goodwill" story today. Our thrift store offers a wide variety of clothing and household items at affordable prices, so you can support our mission while finding great deals. Visit us and see how our business is changing lives in the Sacramento Valley & Northern Nevada region.

Goodwill Sacramento Valley & Northern Nevada, located at 9400 Fairway Drive in Roseville, California, is a thrift store and nonprofit organization dedicated to helping people with disadvantages achieve self-sufficiency. The Goodwill Family believes in the power of providing opportunities and support to individuals and communities in need. By shopping or donating to Goodwill, you are contributing to changing lives and creating a positive impact in the community. Join us in our mission and start your own "Because of Goodwill" story today.

NewPoint Law Group is a leading institution located in Roseville, California, offering a wide range of services in accounting, finance, legal advice, and real estate. With a team of experienced professionals, they provide expert guidance and support to individuals and businesses in navigating complex financial and legal matters. Whether you need assistance with tax planning, estate planning, real estate transactions, or business law, NewPoint Law Group is dedicated to helping you achieve your goals. Visit their office at 2408 Professional Drive to learn more about how they can help you succeed.

Goodwill Sacramento Valley & Northern Nevada is a thrift store and nonprofit organization located at 5110 Foothills Boulevard in Roseville, California. At Goodwill Industries ® Sacramento Valley & Northern Nevada, we believe in providing a hand up to those in need, helping them achieve self-sufficiency and create opportunities for themselves and their communities. Our Family of Nonprofits works together to make a positive impact on society's biggest challenges. Join us today and start your own "Because of Goodwill" story.

Tridea Advisors is a leading accounting and finance institution located at 1013 Galleria Boulevard in Roseville, California, United States. Our team of experienced professionals provides expert financial advice and services to individuals, businesses, and organizations. Whether you need help with tax planning, financial reporting, or investment management, our dedicated team is here to help you achieve your financial goals. Contact us today to learn more about how Tridea Advisors can help you navigate the complexities of the financial world.

Polycomp Administrative Services, Inc. is a finance institution located at 3000 Lava Ridge Court in Roseville, California, United States. Specializing in administrative services for various financial needs, Polycomp offers expert solutions for managing accounts, processing transactions, and providing financial guidance. With a team of experienced professionals, Polycomp is dedicated to helping individuals and businesses achieve their financial goals efficiently and effectively.

EisnerAmper LLP is a leading accounting and finance institution located at 3001 Douglas Boulevard, Roseville, California, United States. They offer a wide range of services including accounting, audit, tax, advisory, and outsourcing to help businesses, government organizations, and individuals navigate the complexities of today's evolving world. With a focus on long-term growth and profitability, EisnerAmper professionals provide industry-specific expertise and cutting-edge technologies to address urgent issues and anticipate opportunities. They also offer valuable insights and analysis to help clients stay informed and make informed decisions. From tax planning to cybersecurity, EisnerAmper is committed to helping clients succeed and thrive in a competitive business environment.

GALLINA LLP is a professional accounting and finance institution located at 925 Highland Pointe Drive in Roseville, California, United States. They offer a wide range of services including investment advisory services through their affiliate, CliftonLarsonAllen Wealth Advisors, LLC. GALLINA LLP is an independent legal entity and a member of CLA Global, an international organization of independent accounting and advisory firms. They are dedicated to providing high-quality financial services to their clients and operate with integrity and professionalism. Please note that GALLINA LLP is not liable for the acts or omissions of any other member firm within the CLA Global network.

HUB International Roseville, formerly known as Tevis Insurance Solutions, is a leading insurance agency located at 970 Reserve Drive in Roseville, California, United States. Specializing in Employee Benefits, Wellness Programs, and Industry Compliance, we strive to provide innovative and cost-effective solutions to meet the complex insurance needs of our clients. Our unique approach to employee benefits includes the use of proprietary technology tools and products, combined with personalized customer service. We ensure that the insurance plans we provide are tailored to the specific needs of each client, delivering substantial and flexible group benefit programs that promote employee goodwill and protect both physical and financial health.

Trio Consulting Group is a leading consulting firm located at 5098 Foothills Boulevard in Roseville, California. Our team of experienced professionals offers a wide range of services including business consulting, strategic planning, project management, and more. We are dedicated to helping our clients achieve their goals and drive success in their organizations. With a proven track record of delivering results, Trio Consulting Group is the partner you can trust for all your consulting needs. Contact us today to learn more about how we can help you reach new heights in your business.

Advanced Development Concepts, LLC is a business consulting firm located at 141 Bogart Court, Roseville, California, United States. Led by CEO R. Scott Alvord, MBA-MCA, BSCS, our team is dedicated to helping businesses thrive by offering a variety of services to solve problems and save money. With a focus on ethics and integrity, we work with clients to identify their needs and provide innovative solutions to exceed their expectations. Many businesses struggle with social media strategy and employee engagement, but we are here to help. With a fresh perspective, specialized skills, and temporary support, our consultants can make a real impact on your business. Whether you are looking to start your own business or improve your current one, we are here to mentor and guide you towards success.

Capitol Public Finance Group is a finance institution located at 2436 Professional Drive in Roseville, California, United States. Specializing in public finance, they provide expert financial services to government entities, non-profit organizations, and other public sector clients. With a team of experienced professionals, Capitol Public Finance Group offers comprehensive solutions for funding infrastructure projects, managing debt, and navigating complex financial challenges. Their dedication to client success and their deep understanding of the public finance landscape make them a trusted partner for organizations seeking strategic financial guidance.

CAPTRUST, located at 1410 Rocky Ridge Drive in Roseville, California, is a finance institution that offers wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to corporate retirement plan fiduciaries. Their financial advisors are available Monday through Thursday from 8:00 am to 5:00 pm and Friday from 8:00 am to 4:00 pm. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, CAPTRUST's team of advisors is ready to assist you. They offer a range of services including fiduciary partnerships, plan design optimization, financial wellness programs, and more to support employer organizations.