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TOP 30 Insurance for life in Auburn, CA
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Owens Estate and Wealth Strategies Group
Owens 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.
Merrill Investment & Retirement Financial Center
Merrill 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.
Nathan Mahnke ChFC , FIC , RICP - Thrivent Financial
Nathan 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.
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