Investment and insurance advice in Folsom, CA
12 results found
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Kyle Middleton - State Farm Insurance Agent
● ClosedKyle Middleton - State Farm Insurance Agent is located at 705 Gold Lake Drive in Folsom, California. Situated between Sociology and Karens Bakery, facing Leidesdorff St in the Folsom Historic District, Kyle Middleton has been a trusted State Farm Insurance Agent since 1999. Specializing in helping transfers to Folsom and El Dorado Hills, Kyle is a third generation State Farm Agent, volleyball player, coach, and whitewater rafting guide. Kyle loves snowboarding, wakeboarding, rafting, and hiking. Offering a variety of insurance services, Kyle Middleton provides life insurance quotes, car insurance, renters insurance, and home insurance in Folsom and El Dorado Hills, California. Additionally, Kyle offers auto insurance in Sacramento and Elk Grove. If you're caught drunk driving, a lot is at stake, so Kyle provides tips to help you avoid the dangers of drinking and driving. Kyle also emphasizes the importance of taking care of your tires with six simple to-dos that take just minutes.
705 Gold Lake Dr # 370, Folsom, CA 95630, United States -
Tara Dietel - State Farm Insurance Agent
● ClosedTara Dietel - State Farm Insurance Agent is a second-generation State Farm Agent located at 11230 Gold Express Drive in Gold River, California. The office is conveniently situated in the Village Marketplace, just East of Sunrise Blvd. With over 25 years of State Farm experience, Tara Dietel is dedicated to helping individuals and families with their insurance needs. The office offers in-office appointments, phone/email consultations, and online resources for those who prefer a more DIY approach. Serving local policyholders in Gold River, Rancho Cordova, Fair Oaks, Folsom, and Orangevale areas, the office aims to provide a friendly and inviting atmosphere for all clients. Whether you walk in, call in, or click in, Tara Dietel is ready to help you with your insurance needs. The office's goal is to exceed expectations and become the community's first choice for insurance and financial services. If you have any difficulty accessing the website, please call (916) 852-9491 for assistance. State Farm offers a range of products including life insurance, annuities, and pet insurance, all designed to protect you, your family, and your dreams. State Farm VP Management Corp. distributes securities, while State Farm Life Insurance Company and State Farm Life and Accident Assurance Company issue life insurance and annuities. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. It is important to carefully consider all investment objectives, risks, charges, and expenses before making any decisions. State Farm does not provide tax or legal advice, so it is recommended to consult a professional in these areas.
11230 Gold Express Dr Ste 307, Gold River, CA 95670, United States -
Shaun Morrison - State Farm Insurance Agent
● ClosedShaun Morrison - State Farm Insurance Agent is located at 4944 Windplay Drive in El Dorado Hills, California. As your local State Farm Agent, Shaun Morrison is dedicated to helping people in the community by providing them with the right coverage and ensuring a high level of understanding. With over 15 years of experience with State Farm, Shaun is committed to helping individuals and families with their insurance needs. Specializing in auto insurance, homeowners insurance, renters insurance, life insurance, and business insurance, Shaun's office serves the El Dorado County area including Shingle Springs, Cameron Park, Placerville, and Folsom. Whether you are looking for a quick car insurance quote or need assistance with relocation, Shaun and his team are here to help.
4944 Windplay Dr Unit 225, El Dorado Hills, CA 95762, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center, located at 403 East Bidwell Street in Folsom, California, offers a wide range of financial services. Whether you are looking for investment advice, retirement planning, or insurance solutions, our team of Merrill® Financial Solutions Advisors™ is here to help. As a part of Merrill Lynch, a trusted name in the finance industry, we strive to provide personalized and comprehensive financial guidance to our clients. Please note that investing in securities involves risks, and it is important to understand the potential of losing money. For more information about our services, fees, and privacy policies, please review our online resources. Banking products are provided by Bank of America, N.A. and affiliated banks, while insurance solutions are offered through Merrill Lynch Life Agency Inc. Contact us today to schedule a consultation with one of our experienced advisors.
403 E Bidwell St, Folsom, CA 95630, United States -
Wisdom Financial Corporation
● OpenWisdom Financial Corporation is a reputable finance and insurance agency located at 5716 Folsom Boulevard in Sacramento, California. With a strong focus on providing expert financial advice and comprehensive insurance solutions, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to invest for the future, secure your family's financial well-being, or protect your business, Wisdom Financial Corporation is here to provide personalized guidance and tailored solutions. Visit us today to learn more about how we can support your financial needs.
5716 Folsom Blvd #294, Sacramento, CA 95819, United States -
Zeller Kern Wealth Advisors
● ClosedZeller Kern Wealth Advisors is a leading institution located at 2377 Gold Meadow Way in Gold River, California, United States. Specializing in accounting and finance, we offer personalized and comprehensive retirement planning services to help you transition into retirement smoothly. Our independent advice is tailored to your specific wealth objectives, ensuring tax efficiency and risk awareness in managing your investment portfolio. At Zeller Kern, we understand the importance of planning for the future, whether it's increasing the value of your business with our Value Builder System or preparing for the eventual exit from your business. Our team of experienced professionals provides comprehensive planning, investment management, and wealth preservation solutions for high net worth individuals, families, business owners, and physicians.
2377 Gold Meadow Way #100, Gold River, CA 95670, United States -
Capital Region Financial Group, LLC
● ClosedCapital Region Financial Group, LLC is a finance and insurance agency located at 101 Parkshore Drive in Folsom, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Capital Region Financial Group, LLC is dedicated to providing personalized solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
101 Parkshore Dr #100, Folsom, CA 95630, United States -
Leonard Simpson 20/20 Financial Advisers of Sacramento, L.L.C.-Financial Advisor
● ClosedLeonard Simpson 20/20 Financial Advisers of Sacramento, L.L.C. is a leading financial advisory firm located in Folsom, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment planning, retirement planning, estate planning, and insurance solutions. Trust Leonard Simpson 20/20 Financial Advisers to provide you with personalized and comprehensive financial advice tailored to your individual needs. Visit us at 1837 Iron Point Road to start planning for a brighter financial future today.
1837 Iron Point Rd Ste 100, Folsom, CA 95630, United States -
Heidi Hunter - Thrivent
● ClosedHeidi Hunter - Thrivent is a financial institution located at 101 Parkshore Drive, Folsom, California, United States. They are licensed in multiple states including AZ, CA, CO, FL, ID, KY, MI, NV, OR, SC, TN, TX, and WA. Thrivent offers financial planning services through their Financial Planning Framework, as well as Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice, and recommend consulting with a professional in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information on Thrivent's financial advisors and professional designations, visit their website or FINRA's Broker Check.
101 Parkshore Dr #100, Folsom, CA 95630, United States -
Hannah Steege - Thrivent
● ClosedHannah Steege - Thrivent is a finance institution located at 101 Parkshore Drive in Folsom, California, United States. The institution is licensed in the state of California (Insurance Lic. #4097827) and Hawaii. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are advised to consult their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Licensed agents and producers of Thrivent are registered representatives of Thrivent Investment Management, Inc. Insurance products, securities, and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. For more information about professional designations and requirements, visit Thrivent's website or FINRA's Broker Check.
101 Parkshore Dr, Folsom, CA 95630, United States -
Edward Jones - Financial Advisor: Ricardo Aguilera, ChFC®|CLU®
● ClosedEdward Jones - Financial Advisor: Ricardo Aguilera, ChFC®|CLU® is a reputable finance institution located at 950 Glenn Drive in Folsom, California. As a Certified Financial Planner and Chartered Life Underwriter, Ricardo Aguilera offers expert financial advice and services to help clients plan for their future and achieve their financial goals. With a focus on personalized and comprehensive financial planning, clients can trust in Ricardo Aguilera to provide them with tailored solutions to meet their unique needs. Whether it be retirement planning, investment strategies, estate planning, or insurance solutions, clients can rely on the expertise and professionalism of Ricardo Aguilera at Edward Jones.
950 Glenn Dr Suite 275, Folsom, CA 95630, United States -
Joe Fergerson - Thrivent
● ClosedJoe Fergerson - Thrivent is a finance institution located at 101 Parkshore Drive in Folsom, California, United States. The institution is licensed in the state of California with Insurance Lic. #0F58509 and also in Texas. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Licensed agents/producers of Thrivent are registered representatives of Thrivent Investment Management, Inc.
101 Parkshore Dr Suite 245, Folsom, CA 95630, United States
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