Investment and wealth management in Roseville, CA
119 results found
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Staines Financial, LLC
● ClosedStaines Financial, LLC is a reputable finance institution located at 1420 Rocky Ridge Drive in Roseville, California, United States. Our experienced team of financial experts offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Staines Financial, LLC to help you navigate the complex world of finance with confidence and expertise.
1420 Rocky Ridge Dr #250, Roseville, CA 95661, United States -
Tri Counties Advisors
● OpenTri Counties Advisors is a finance institution located at 3700 Douglas Boulevard in Roseville, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, our advisors are here to provide personalized guidance and support. With a focus on building long-term relationships and providing top-notch customer service, Tri Counties Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us today to learn more about our services and how we can help you reach your financial goals.
3700 Douglas Blvd, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Ali R Coleman
● ClosedMerrill 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.
2998 Douglas Blvd, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Jay A Johnson
● ClosedMerrill 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.
2998 Douglas Blvd, Roseville, CA 95661, United States -
Peak Financial Freedom Group
● ClosedPeak Financial Freedom Group, located at 2520 Douglas Boulevard in Roseville, California, is a finance institution that specializes in designing customized retirement income plans to help you achieve financial freedom. Using conservative, risk reduction strategies, we aim to protect your investments from market instability while providing opportunities for portfolio growth. Our top priority at Peak Financial Freedom Group is to alleviate your financial worries and offer a new approach to retirement planning. With The Peak Plan for Financial Freedom, we ensure that you never experience a significant loss like in 2008 and that your income is dependable and predictable throughout your lifetime. We offer comprehensive financial planning and investment management services to retirees and pre-retirees in Roseville and beyond.
2520 Douglas Blvd # 110, Roseville, CA 95661, United States -
Steven Hudgins - Stifel
● ClosedSteven Hudgins - Stifel is a finance institution located at 1420 Rocky Ridge Drive in Roseville, California, United States. Our team of financial experts is dedicated to providing personalized investment strategies and advice to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of services including wealth management, retirement planning, and investment management. Contact us today to schedule a consultation and start planning for a secure financial future.
1420 Rocky Ridge Dr #340, Roseville, CA 95661, United States -
HBW Advisory Services
● ClosedHBW Advisory Services is a reputable finance institution located at 3017 Douglas Boulevard in Roseville, California, United States. With a team of experienced financial advisors, HBW Advisory Services offers personalized wealth management and investment solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your investment portfolio, HBW Advisory Services provides expert guidance and strategic advice to help you make informed decisions. Trust in HBW Advisory Services to provide comprehensive financial planning services tailored to your individual needs and objectives.
3017 Douglas Blvd Suite 100, Roseville, CA 95661, United States -
Colleen Langs - Morgan Stanley
● OpenColleen Langs - Morgan Stanley is a leading finance institution located at 1478 Stone Point Drive in Roseville, California, United States. With a strong reputation for providing top-notch financial services, Colleen Langs - Morgan Stanley offers expertise in wealth management, investment advising, and financial planning. Clients can trust in the knowledgeable team at Colleen Langs - Morgan Stanley to help them achieve their financial goals and secure their financial future.
1478 Stone Point Dr #500, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Sean M Lucas
● ClosedMerrill Lynch Financial Advisor Sean M Lucas is a finance institution located at 2998 Douglas Boulevard, Roseville, California, United States. Sean M Lucas, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1995. The institution offers personalized wealth management strategies tailored to individual needs, with a focus on listening and informed decision-making. The Merrill Personal Wealth Analysis™ helps build personalized plans centered around goals and objectives. The team at Merrill Lynch Wealth Management works closely with clients to create customized financial strategies with measurable goals, adjusting them over time as needed. With a commitment to customer service, Merrill Lynch offers investment insights and access to credit and lending capabilities through Bank of America to address various financial challenges. By understanding clients' goals, priorities, and risk tolerance, the team provides thoughtful advice and guidance to help achieve financial success. Regular reviews and adjustments are made to ensure clients stay on track towards their goals. The institution emphasizes the importance of building a relationship with a team of dedicated advisors who can help navigate the financial landscape. The institution offers a range of services, including investment strategies, financial planning, and comprehensive financial solutions. Sean Lucas is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and The American College of Financial Services. It is important to consult legal and tax advisors before making any financial decisions. Merrill offers a variety of services, but it is essential to consider individual investment objectives and needs. Investing involves risk, and past performance does not guarantee future results.
2998 Douglas Blvd, Roseville, CA 95661, United States -
Allworth Financial
● ClosedAllworth Financial is a reputable finance institution located at 3017 Douglas Boulevard in Roseville, California, United States. With a focus on providing comprehensive financial planning and investment management services, Allworth Financial is dedicated to helping individuals and families achieve their financial goals. Their team of experienced advisors offers personalized guidance and strategies to help clients build and protect their wealth. Whether you are planning for retirement, investing for the future, or seeking financial advice, Allworth Financial is committed to providing expert guidance and support every step of the way.
3017 Douglas Blvd Suite 140, Roseville, CA 95661, United States -
Gen XYZ Financial Services
● ClosedGen XYZ Financial Services is a leading finance institution located at 2200A Douglas Boulevard in Roseville, California, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, retirement planning, and more. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Gen XYZ Financial Services is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
2200A Douglas Blvd Suite 110, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Julie L. Small
● ClosedMerrill 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.
2998 Douglas Blvd, Roseville, CA 95661, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a reputable finance institution located at 3001 Douglas Boulevard in Roseville, California, United States. With a strong presence in the financial industry, UBS offers a wide range of financial services to individuals, businesses, and institutions. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement services, UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world and secure your financial future.
3001 Douglas Blvd #160, Roseville, CA 95661, United States -
St Clair Financial | Ambassadors of Possibility
● OpenSt Clair Financial is a leading finance institution located in Roseville, California. Known as the Ambassadors of Possibility, they specialize in providing innovative financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, St Clair Financial offers a wide range of services including investment management, financial planning, and wealth management. Their dedication to excellence and commitment to customer satisfaction make them a trusted partner for all financial needs. Visit them at 2140 Professional Drive to discover the possibilities for your financial future.
2140 Professional Dr #250, Roseville, CA 95661, United States -
CAPTRUST
● ClosedCAPTRUST, 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.
1410 Rocky Ridge Dr #150, Roseville, CA 95661, United States -
Barber Kenes Retirement Solutions - Ameriprise Financial Services, LLC
● ClosedBarber Kenes Retirement Solutions - Ameriprise Financial Services, LLC is a finance institution located at 1420 Rocky Ridge Drive, Roseville, California, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we specialize in helping clients achieve their long-term financial goals, whether it's retirement planning, education savings, or major purchases. Our team of financial advisors provides investment recommendations tailored to your individual goals and risk tolerance, and we regularly review and adjust your portfolio as needed. With secure online access, you can track your progress towards your goals from any device. Schedule a complimentary initial consultation to learn more about how we can help you. We are committed to putting our clients first and ensuring their financial well-being. Member FINRA and SIPC.
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Dave Bostick
● ClosedMerrill Lynch Financial Advisor Dave Bostick, located at 2998 Douglas Boulevard, Roseville, California, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Dave Bostick can help you navigate the complexities of the financial market and create a plan to address your specific needs. By understanding your aspirations and priorities, Dave Bostick will work with you to develop a flexible strategy designed to help you achieve your goals. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Dave Bostick can provide personalized insights and resources to guide you on your financial journey. Whether you are planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, Dave Bostick is dedicated to helping you pursue what matters most to you. As a Chartered Retirement Planning Counselor™, Dave Bostick is committed to providing comprehensive financial solutions and personalized investment strategies to help you live your best financial life. Contact Merrill Lynch Financial Advisor Dave Bostick today to start building a customized approach to your financial future.
2998 Douglas Blvd, Roseville, CA 95661, United States -
Protection Point Advisors
● ClosedProtection Point Advisors is a finance institution located in Roseville, California, United States. Our team of advisors, including Rick Watson, Mike Clarke, Miles Tashima, Robin Miller, and Alfonso Barba, are dedicated to providing financial planning and life & wealth management services for individuals who are big thinkers and seek a deeper purpose in life beyond just acquiring wealth. At Protection Point Advisors, we believe in getting involved with our clients on a personal level, helping them achieve their goals and find true happiness in their lives. Our commitment extends beyond traditional financial planning to supporting our clients in creating a secure and fulfilling future for themselves and their loved ones.
3200 Douglas Blvd, Roseville, CA 95661, United States -
Douglas W. Van Order
● OpenDouglas W. Van Order is a reputable finance institution located at 2241 Douglas Boulevard in Roseville, California, United States. With a strong focus on providing top-notch financial services, they are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Douglas W. Van Order is here to help. Trustworthy and reliable, they are committed to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure a brighter financial future.
2241 Douglas Blvd, Roseville, CA 95661, United States -
Measured Financial
● ClosedMeasured Financial is a reputable finance institution located at 3017 Douglas Boulevard in Roseville, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investment planning, retirement savings, or wealth management, we are here to help you navigate the complex world of finance. At Measured Financial, we prioritize transparency, integrity, and personalized service to ensure that our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.
3017 Douglas Blvd STE 300, Roseville, CA 95661, United States -
Saxe Capital
● ClosedSaxe Capital is a leading finance institution located at 2999 Douglas Boulevard in Roseville, California, United States. With a strong reputation for excellence and expertise in the financial industry, Saxe Capital offers a wide range of financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Saxe Capital is committed to providing personalized solutions tailored to your specific needs. Visit us today to see how we can help you navigate the complexities of the financial world and achieve success.
2999 Douglas Blvd STE 180, Roseville, CA 95661, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a renowned finance institution located at 2901 Douglas Boulevard in Roseville, California, United States. With a focus on providing expert financial planning and investment management services, Edelman Financial Engines is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to plan for retirement, save for a major purchase, or build wealth for the future, their team of experienced advisors is here to guide you every step of the way. Trust Edelman Financial Engines to provide personalized solutions tailored to your unique financial needs and objectives.
2901 Douglas Blvd Suite 250, Roseville, CA 95661, United States -
Heather Smart, CFP , CEPA , APMA , CRPC
● ClosedHeather Smart, CFP, CEPA, APMA, CRPC is a finance institution located at 3741 Douglas Boulevard, Roseville, California, United States. They offer a wide range of certifications and designations 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 designations cover areas such as asset management, estate planning, retirement planning, investment strategies, and more. With a focus on ethics and expertise, Heather Smart provides comprehensive financial services for individuals and businesses.
3741 Douglas Blvd Ste 290, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Judith A Davidson
● ClosedAt Merrill Lynch Financial Advisor Judith A Davidson, located at 2998 Douglas Boulevard in Roseville, California, our mission is to help you manage, grow, and preserve your wealth through personalized wealth management strategies. We understand that managing your wealth begins with a deep understanding of your full financial picture, and we are here to help you create a flexible strategy tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, we can provide you with comprehensive financial solutions to address your needs and pursue your goals. As a Merrill Lynch Wealth Management Advisor, Judith Davidson focuses on what matters most to you - your family, goals, and priorities - even as they change over time. By starting with a conversation to understand your aspirations and financial preferences, we can design and implement a personalized plan to help you and your family pursue your financial goals while managing investment risk.
2998 Douglas Blvd, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Shirley Su
● ClosedMerrill Lynch Financial Advisor Shirley Su, located at 2998 Douglas Boulevard, Roseville, California, offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Shirley Su helps clients create a flexible financial strategy in today's changing market conditions. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented. As a dedicated Merrill advisor, Shirley Su focuses on understanding your needs and aspirations, helping you pursue financial success by making informed investment decisions. By utilizing the Investment Personality Assessment and staying updated on changes in your life and goals, Shirley Su aims to keep your financial approach aligned with your evolving needs. With a commitment to putting clients first, Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions to address your needs and help you achieve your goals. Through ongoing communication and personalized investment strategies, Shirley Su guides clients towards financial success, ensuring they stay on track regardless of market fluctuations. As a Certified Financial Planner, Shirley Su is registered to do business in several states and is dedicated to helping clients live their best financial lives.
2998 Douglas Blvd, Roseville, CA 95661, United States -
Principal Financial Group: Erik M. Bagley
● ClosedPrincipal Financial Group: Erik M. Bagley is a finance institution located at 1478 Stone Point Drive in Roseville, California, United States. Led by Erik M. Bagley, this institution offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. With a focus on providing personalized financial solutions tailored to each client's individual needs, Principal Financial Group is committed to helping individuals and businesses achieve their financial goals. Contact them today to learn more about how they can assist you in securing your financial future.
1478 Stone Point Dr STE 390, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Jarett D Liddicoat
● ClosedMerrill 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.
2998 Douglas Blvd, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Aubrey Currington
● ClosedAs 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.
2998 Douglas Blvd, Roseville, CA 95661, United States -
Jim Biasotti The Sportsman's Financial Advisor
● ClosedJim Biasotti The Sportsman's Financial Advisor is a premier finance institution located at 2200 Douglas Boulevard in Roseville, California. Specializing in providing financial advice and services tailored specifically for athletes and sports professionals, Jim Biasotti and his team offer personalized and comprehensive financial planning to help clients achieve their financial goals. With a deep understanding of the unique challenges and opportunities faced by those in the sports industry, they provide expert guidance on investment strategies, retirement planning, and wealth management. Trust Jim Biasotti The Sportsman's Financial Advisor to help secure your financial future and navigate the complexities of the sports world with confidence.
2200 Douglas Blvd Ste 110, Roseville, CA 95661, United States -
Frederick Mark D
● ClosedFrederick Mark D is a reputable finance institution located at 1400 Rocky Ridge Drive in Roseville, California, United States. With a focus on providing top-notch financial services, Frederick Mark D offers a range of solutions to meet the needs of their clients. Whether you are looking for investment advice, wealth management, or financial planning, the experienced team at Frederick Mark D is dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to secure your financial future.
1400 Rocky Ridge Dr Ste 180, Roseville, CA 95661, United States
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