Investment services for professionals in Sacramento, California

Twelve55 Living is a premier real estate agency located at 1255 University Avenue in the vibrant city of Sacramento, California. Our dedicated team of professionals is committed to helping clients find their dream home or investment property. With a focus on personalized service and attention to detail, Twelve55 Living strives to make the buying or selling process as seamless and stress-free as possible. Whether you are looking for a cozy apartment, a luxurious condo, or a spacious family home, we have a wide range of properties to suit every need and budget. Experience the difference with Twelve55 Living and let us help you find your perfect place to call home in beautiful Sacramento.

Sierra Duplexes is a premier real estate agency located at 2398 Fair Oaks Boulevard in Sacramento, California. We specialize in buying, selling, and renting duplex properties in the Sacramento area. Our experienced team of real estate professionals is dedicated to providing top-notch service to our clients, helping them find the perfect duplex to suit their needs. Whether you are looking to invest in a rental property or find a new home for your family, Sierra Duplexes is here to help. Contact us today to learn more about our available listings and services.

Easy Finance is a trusted financial institution located at 3450 Sacramento Street in San Francisco, California. Our dedicated team of professionals is committed to providing top-notch financial services and insurance solutions to meet the unique needs of our clients. Whether you are looking for assistance with personal loans, investment options, or insurance coverage, Easy Finance is here to help. With a focus on convenience and customer satisfaction, we strive to make managing your finances easy and stress-free. Visit us today to see how we can assist you in achieving your financial goals.

New York Life, located at 920 20th Street in Sacramento, California, is an insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value that grows over time. They provide long-term coverage that is customizable to individual needs and budgets, with the ability to invest policy cash value in the market. The institution also offers assistance in paying for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with potential market gains. New York Life helps clients create personalized investment strategies, plan for future financial needs, and set up estate plans to protect their legacy. They offer insurance options for employees, executives, business owners, and small businesses, as well as solutions for college expenses and income generation. The institution is known for its charitable giving and support for bereavement, education, workplace initiatives, and local communities.

Quint Sereal - Virtuity Financial Partners is a leading insurance agency located at 1120 Foxhall Way in Sacramento, California. With a strong commitment to providing top-notch financial solutions and insurance services, they specialize in helping individuals and businesses protect their assets and achieve their financial goals. Their team of experienced professionals offers personalized guidance and customized insurance plans to meet the unique needs of each client. Whether you are looking for life insurance, health insurance, retirement planning, or investment advice, Quint Sereal - Virtuity Financial Partners is dedicated to providing you with the peace of mind and security you deserve. Contact them today to learn more about how they can help you secure your financial future.

Banks Board is a premier institution located at 4674 Duckhorn Drive in Sacramento, California, United States. As a store, Banks Board offers a wide range of financial services and products to meet the needs of its customers. With a team of knowledgeable professionals, Banks Board is dedicated to providing top-notch service and guidance to help individuals and businesses achieve their financial goals. Whether you are looking for a new account, loan, or investment opportunity, Banks Board is the place to go for all your banking needs. Visit us today and experience the difference at Banks Board.

Neighborhood Bike Shop - Greenhaven is a premier bicycle store located at 364 Florin Road in Sacramento, California. Our dedicated staff is committed to providing top-notch sales and service for all your cycling needs. Whether you're in the market for a kids' bike, a high-performance racing machine, a comfortable cruiser, or an electric bike, we have you covered. With a wide range of options from skinny tires to fat tires, we strive to make your shopping experience easy and professional. Our store has been serving the community for the past 13 years, and we take pride in giving back to our customers by donating over 200 bikes to local schools, charities, and civic organizations.

Neighborhood Bike Shop - East Sac is a bicycle store located at 5522 H Street in Sacramento, California. Our dedicated staff is committed to providing top-notch sales and service for all your cycling needs. From kids' bikes to racing machines, comfort to electric bikes, skinny tires to fat tires, we aim to make your experience easy and professional. In the past 13 years, we have donated over 200 bikes to local schools, charities, and civic organizations as a way to give back to the community that supports us. When you shop with us, you are not only investing in your health but also in your community.

* is a leading financial institution located at 4751 42nd Street in Sacramento, California. Our dedicated team of professionals is committed to providing top-notch financial services to our clients, including personalized investment strategies, wealth management, and financial planning. With a strong reputation for excellence and integrity, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you in managing your finances effectively.

Regional Finance is a financial institution located at 180 Promenade Circle in Sacramento, California. We specialize in providing personalized financial solutions to individuals and businesses in the region. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals through a variety of services, including loans, savings accounts, and investment options. Whether you need assistance with budgeting, planning for the future, or securing a loan, Regional Finance is here to help you every step of the way. Visit us today to learn more about how we can help you reach your financial aspirations.

H.D.C. Premium LLC is a reputable institution located at 3400 Cottage Way in Sacramento, California. We pride ourselves on providing premium services to our clients, offering a wide range of products and solutions to meet their needs. Our team of experienced professionals is dedicated to delivering top-notch customer service and ensuring client satisfaction. Whether you are looking for financial advice, investment opportunities, or insurance solutions, H.D.C. Premium LLC is here to help you achieve your goals. Visit us today to experience the difference that our expertise and personalized approach can make in your financial future.

United Capital Enterprises Inc is a reputable institution located at 9521 Folsom Boulevard in Sacramento, California, United States. With a focus on providing top-notch financial services, United Capital Enterprises Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, their team of experienced professionals is ready to assist you every step of the way. Trust United Capital Enterprises Inc to provide you with expert guidance and personalized solutions to secure your financial future.

Angela Chan - State Farm Insurance Agent is a trusted insurance agency located at 756 Sacramento Street in San Francisco, California. We offer a range of insurance products including Property and Casualty and life insurance. Our team provides a comprehensive review of your current insurance coverage and offers personalized recommendations to meet your needs. We prioritize customer service and strive to respond to all inquiries within 24 hours. At Angela Chan - State Farm Insurance Agent, we understand the importance of responsible driving and offer tips to avoid the dangers of drinking and driving. We also provide information on the rising trend of accessory dwelling units to help you make informed decisions about your insurance needs.

BY THE LAW INC is a reputable finance institution located at 2500 Marconi Avenue in Sacramento, California. With a strong commitment to upholding the law and providing expert financial services, we strive to help individuals and businesses navigate complex legal and financial matters. Our team of experienced professionals is dedicated to ensuring that our clients receive the highest quality of service and support. Whether you are looking for assistance with investments, estate planning, or tax preparation, BY THE LAW INC is here to help you achieve your financial goals.

David Allen & Associates is a reputable institution located at 5230 Folsom Boulevard in Sacramento, California. With a strong focus on providing top-notch services in the fields of business consulting, financial planning, and investment management, this institution has built a solid reputation for delivering exceptional results for their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and maximize their success. Whether you are looking for expert advice on managing your finances or strategic guidance on growing your business, David Allen & Associates is the go-to destination for all your financial needs.

Neighborhood Bike Shop - La Riviera is a bicycle store located at 8714 La Riviera Drive in Sacramento, California, United States. Our dedicated staff is committed to providing top-notch sales and service for all your cycling needs. From kids' bikes to high-performance racing machines, we offer a wide range of options to suit every rider. Whether you prefer a comfortable cruiser or an electric bike, skinny tires or fat, we strive to make your experience easy and professional. In the past 13 years, we have donated over 200 bikes to local schools, charities, and civic organizations as a way of giving back to the community that supports us. When you shop with us, you are not only investing in your health but also in the well-being of your community. Visit Neighborhood Bike Shop - La Riviera for all your biking needs and join us in making a positive impact on the world around us.

Hagerman & Company, Inc. is located at 777 Campus Commons Road in Sacramento, California. Until January 31, 2025, customers can receive a 33% discount on three new 1-year Fusion 360 purchases. The institution aims to inspire innovation, automate systems, and boost productivity by combining top-notch software and professional services with a comprehensive Customer Success strategy. Services offered include CAD training and support, Engineering Document Management, PDM/PLM, Design Automation, Controls Engineering, and Industrial & Agricultural Automation. Founded in 1984 by Dennis Hagerman, the company treats customers and employees like family. Solutions Engineers prioritize customer success, training classes are designed to maximize technology investment, and the support desk provides prompt assistance. Autodesk software is used to tackle ambitious projects in various industries. Hagerman & Company offers customizable solutions to optimize technology investment returns. Monthly updates on industry news, promotions, events, and training opportunities are provided. With over 30 years of experience, the institution has built success on quality software, services, solutions, and client relationships.

Legacy Movement Connection is a trusted finance and insurance agency located at 2829 Watt Avenue in Sacramento, California. With a commitment to helping individuals and families secure their financial futures, Legacy Movement Connection offers a wide range of services including investment planning, retirement savings, insurance coverage, and more. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking to build wealth, protect your assets, or plan for the future, Legacy Movement Connection is here to help you achieve your financial goals. Contact us today to schedule a consultation and start your journey towards financial security.

Ken Schuurman - State Farm Insurance Agent is a reputable insurance agency located at 575 University Avenue in Sacramento, California. As a Sacramento Agent near Arden Arcade and East Sacramento, Ken Schuurman and his team are dedicated to providing insurance solutions for businesses and families in the community. They offer a wide range of insurance policies including individual, family, and business insurance to protect against unexpected events. Specializing in auto insurance and life insurance, the team at Ken Schuurman - State Farm Insurance Agent is committed to helping their clients find the right coverage to meet their needs. They also offer services for motorcycles, electric vehicles, RVs, ATVs, boats, and more. Customers can easily obtain online quotes for auto and life insurance to get started on their coverage.

Farmers Insurance - Yong Park is a local insurance agency located at 9323 La Riviera Drive in Sacramento, California. With over 30 years of experience in the area, Yong Park is dedicated to helping customers find the insurance coverage that best fits their needs. Whether you're looking for auto, home, life, or business insurance, Yong Park can provide personalized assistance to help you make informed decisions about your coverage options. As a Farmers Insurance agent, Yong Park can help you navigate the complexities of insurance, whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments. By offering online quotes and insurance discounts, Yong Park makes it easy for customers to save money while getting the coverage they need.

BTB Financials is a leading accounting institution located at 8101 Freeport Boulevard in Sacramento, California. Specializing in accounting and finance services, our team of experts provides comprehensive financial solutions to individuals and businesses alike. With a commitment to excellence and a dedication to client satisfaction, BTB Financials is the go-to institution for all your financial needs. Whether you require tax preparation, financial planning, or investment advice, our experienced professionals are here to help. Visit us today and let us take your finances to the next level.

Chess Financial Planning LLC is a reputable finance institution located at 2 U St in Sacramento, California, United States. Specializing in comprehensive financial planning services, our team of experienced professionals is dedicated to helping clients navigate the complexities of their financial goals. With a strategic and analytical approach, we aim to provide personalized solutions that are tailored to each individual's unique needs and circumstances. Whether you are planning for retirement, managing investments, or seeking guidance on estate planning, Chess Financial Planning LLC is committed to helping you achieve financial success and peace of mind.

Bautista Wealth Management, LLC. is a finance institution located at 180 Promenade Circle in Sacramento, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.

The Capitol Group - Morgan Stanley is a prominent finance institution located at 400 Capitol Mall in Sacramento, California, United States. With a strong reputation for excellence in financial services, The Capitol Group offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized financial advice and strategic planning to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your assets, The Capitol Group - Morgan Stanley is committed to delivering exceptional service and expertise to meet your needs.

Towerpoint Wealth is a finance institution located at 500 Capitol Mall in Sacramento, California. We specialize in helping clients remove the hassle of coordinating all their financial affairs to live a happier life and enjoy retirement. Our services include minimizing taxes, optimizing retirement income, providing professional fiduciary services, and managing Restricted Stock Units (RSUs). Our team of Certified Financial Planners, Investment Management Analysts, and Certified Public Accountants are dedicated to creating customized financial, investment, and retirement plans for clients in Northern California and throughout the United States. We offer experienced wealth management counsel, planning, and coordination to assist higher net worth families, professionals, and retirees. As fiduciary financial advisors, we prioritize our clients' best interests and provide educational resources to help them make informed financial decisions. Whether you're looking to build wealth, generate retirement income, or protect your assets, we are here to help you achieve your financial goals and retire comfortably. Contact us today to partner with a trustworthy and qualified financial advisor in Sacramento.

Merrill Lynch Financial Advisor Mark Ward, located at 555 Capitol Mall in Sacramento, California, is a finance institution dedicated to truly understanding what matters most to you in order to create a successful financial strategy. Mark Ward tailors financial strategies specifically for individuals, families, and businesses, supported by market viewpoints and portfolios from the industry leader in research and analytics. By starting with thoughtful questions and meaningful conversations about your priorities and goals, Mark Ward ensures that your financial strategy is personalized and effective. Merrill Lynch Wealth Management follows the deep-seated tradition of participating in the communities they serve, driving their interest in spending time volunteering with organizations in the community. The Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals and focused on what you want to achieve. Your financial advisor at Merrill Lynch focuses on the things you care about most, such as family, goals, and priorities, even as they change over the years.

Primerica Financial - Jim Stark is a prominent finance and insurance agency located at 1787 Tribute Road in Sacramento, California, United States. With a strong focus on providing comprehensive financial solutions to individuals and families, Primerica Financial - Jim Stark is dedicated to helping clients achieve their financial goals and secure their futures. Whether it's planning for retirement, investing, or obtaining insurance coverage, the experienced team at Primerica Financial - Jim Stark is committed to providing personalized and professional services to meet the unique needs of each client.

Wedbush Securities is a leading financial institution located at 455 Capitol Mall in Sacramento, California. As a reputable finance company, Wedbush Securities offers a wide range of services including investment banking, asset management, and wealth management. With a strong track record of success and a team of experienced professionals, clients can trust Wedbush Securities to provide expert advice and guidance for their financial needs. Whether you are looking to grow your investments or plan for the future, Wedbush Securities is dedicated to helping you achieve your financial goals.

alliantgroup is a leading accounting and finance institution located in Sacramento, California, United States. With a team of highly skilled professionals, alliantgroup provides expert financial services to individuals and businesses alike. Specializing in tax planning, consulting, and financial analysis, alliantgroup is dedicated to helping clients navigate the complexities of the financial world and achieve their financial goals. Whether you are looking for assistance with tax preparation, financial planning, or investment strategies, alliantgroup is committed to providing top-notch service and expertise to ensure your financial success.

Lincoln Financial Group is a renowned finance institution located at 8880 Cal Center Drive in Sacramento, California, United States. With a strong presence in the financial industry, Lincoln Financial Group offers a wide range of services including investment management, retirement planning, insurance, and wealth accumulation strategies. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for personalized financial advice or comprehensive financial solutions, Lincoln Financial Group is committed to providing top-notch services to meet your needs.