Planned giving in Roseville, California

Roseville Family Healthcare is a trusted institution located at 680 Sunrise Avenue in Roseville, California. Our team of dedicated doctors and healthcare professionals have been providing quality care since 1983. As a small, family-run clinic, we prioritize personalized and accessible healthcare for all our patients. At Roseville Family Healthcare, we strive to create a welcoming and comfortable environment for all our patients. We offer a wide range of services, including Suboxone therapy, contraception management, and biopsies. We accept Medicare and most private insurances to ensure that our services are accessible to all.

The Estate Plan Design Center, located at 2999 Douglas Boulevard in Roseville, California, is a premier institution dedicated to helping individuals and families create comprehensive estate plans tailored to their unique needs and goals. Our team of experienced estate planning professionals offers a wide range of services, including wills, trusts, probate assistance, and asset protection strategies. Whether you are looking to protect your assets, minimize taxes, or ensure your loved ones are taken care of, the Estate Plan Design Center is here to guide you through the process with personalized attention and expert advice. Trust us to help you secure your legacy and plan for the future with confidence.

RockBox Fitness Roseville is a gym located at 1960 Blue Oaks Boulevard in Roseville, California, United States. Our motto is to "Punch Up Your Routine. Achieve Your Fitness Goals. Transform Your Life." We offer boxing and kickboxing classes, as well as private coaching, to help you reach your physical and mental fitness goals. Our experienced coaches and welcoming community are here to support you every step of the way. Our unique blend of boxing, kickboxing, and functional training sets us apart from other gyms in Roseville. With over 550 strength-building exercises, we create fun and effective workout programs to help you achieve your desired results. Whether you're a beginner or experienced athlete, we have the tools and expertise to help you succeed.

Paul Martin's American Grill is a charming restaurant located at 100 South Westlake Boulevard in Westlake Village, California. Open from Monday to Thursday from 11:30AM to 9PM, Friday and Saturday from 11:30AM to 10PM, and Sunday from 11AM to 9PM, we provide a welcoming and customizable space for any occasion. Whether you're planning a special celebration or a business meeting, we have the perfect setting for you. Our private room can accommodate up to 38 guests, while our heated patio and cocktail lounge offer seating for up to 56 and 20 guests respectively. We also offer full restaurant rental for larger events. All our spaces come equipped with complimentary Wi-Fi, a 60” flat screen monitor, and a wireless microphone.

Welcome to Western Dental & Orthodontics in Roseville, California! Our team of certified dental professionals is dedicated to providing exceptional service to you and your family. Conveniently located on Fairway Drive, next to Starbucks, we offer a wide range of dental services including implants, braces, and periodontal care all under one roof. With over 20 years of experience serving the community, we accept most major insurance plans and offer financing options for those without insurance. We believe in making dental care affordable for everyone, so you can trust that we will find a way to help you get the treatment you need. If you have a dental emergency, give us a call for a same-day or next-day appointment. We are here to help you achieve and maintain a healthy smile for life. Contact us at (916) 380-3866 for more information or visit our website to find a location near you. At Western Dental, we are priced for people, not pop stars. See you soon!

Andres Ordaz - State Farm Insurance Agent is a local insurance agency located at 605 Lincoln Boulevard in Lincoln, California, United States. As we celebrate Women's History Month, we recognize the contributions of women to history and society. At Andres Ordaz - State Farm Insurance Agent, we provide a wide range of insurance and financial services to meet your needs. Our team has over 100 years of combined experience and we are proud to offer bilingual services in English and Spanish. We specialize in Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, Ranch Insurance, and Business Insurance for residents in Lincoln, CA and surrounding areas.

Reece Insurance is a trusted insurance agency located at 2270 Douglas Boulevard in Roseville, California. With a commitment to providing personalized and comprehensive insurance solutions, Reece Insurance has been serving the community for years. Their team of experienced agents is dedicated to helping clients find the right coverage for their individual needs, whether it be auto, home, life, or business insurance. Stop by their office or give them a call to learn more about how Reece Insurance can protect what matters most to you.

Broad Spectrum Insurance Services, located at 1544 Eureka Road in Roseville, California, is a top-tier insurance agency offering a wide range of insurance products for both personal and commercial needs. With a strong network of the world's highest rated insurance companies, our skilled associates go above and beyond to meet the needs and expectations of our clients. Our personal insurance products include coverage for homes, automobiles, personal possessions, and personal liability. For business owners, we offer comprehensive insurance solutions tailored to your specific business needs, giving you the confidence that your company is well-protected.

New York Life Insurance Company, located at 2999 Douglas Boulevard, Roseville, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, and investments designed to help pay for education expenses. With professionally managed investments and low fee bundled options, New York Life Insurance Company helps you plan for your financial future with expert guidance and support. They offer insurance solutions for individuals, small businesses, and employees, with a focus on creating a tailored plan that meets your unique needs. Their diverse and welcoming workplace environment fosters personal and professional growth, with a commitment to giving back to communities through charitable initiatives.

The Burton Law Firm is a boutique firm located at 400 Capitol Mall in Sacramento, California, United States. The firm offers comprehensive and customized legal, business, estate, and tax services to clients. Their award-winning team of litigators is licensed to practice in multiple jurisdictions nationally and internationally, with offices in Sacramento, Roseville, and San Francisco. The firm serves businesses, families, and individuals across the State, Nation, and internationally. The firm is known for its client-focused approach, innovative problem-solving, and exceptional legal services, earning recognition from national and international organizations. The firm specializes in business law, estate planning, litigation, tax planning, employment law, international business, intellectual property, asset protection, charitable giving, and more. With a team of experienced attorneys, The Burton Law Firm is dedicated to providing expert counsel and exceptional solutions to meet their clients' needs.

Farmers Insurance - Brian McLean is a local insurance agency located at 3301 Watt Avenue in Sacramento, California. With over 43 years of experience in the Arden-Arcade area, Brian McLean is dedicated to helping customers find the insurance coverage that best fits their needs. As the current President of Roseville Kiwanis, Brian is deeply involved in the community and is committed to providing excellent service to his clients. The agency offers a wide range of insurance products, including auto, home, renters, business, life, and financial services. Whether you need comprehensive coverage, collision coverage, or medical payments, Brian and his team can help you navigate the complexities of insurance and find the right policy for your budget.

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.

Farmers Insurance, located at 5800 Stanford Ranch Road in Rocklin, California, is an insurance agency that offers a wide range of coverage options to meet your individual needs. Whether you are looking for auto, home, renters, business, life, or other types of insurance, the knowledgeable agents at Farmers Insurance can help you navigate through the process and find the best policy for you. With over 80 years of experience in the industry, Farmers Insurance has a proven track record of providing reliable coverage for your most valuable possessions. Whether you need protection for your home, rental property, small business, or personal belongings, Farmers Insurance has you covered.

Just Food For Dogs is a pet store located at 1009 Galleria Boulevard in Roseville, California. We offer a wide variety of fresh, whole food options for your furry friends. You can find us at our retail kitchens, inside veterinary clinics and hospitals, at Pet Food Express stores in California, Petco locations nationwide, and on Chewy.com. Our Feeding Calculator can help you determine the right amount of food to feed your pet. Give your pet the nutrition they deserve with Just Food For Dogs.

Capitol Physical Therapy Center, located at 8211 Sierra College Boulevard in Roseville, California, is a premier health institution specializing in physiotherapy services. Established in 1957, it is one of the oldest privately owned physical therapy clinics in California. The dedicated team at Capitol Physical Therapy is committed to improving the overall health of their patients in a supportive, compassionate, and energetic environment. Their highly trained therapists offer a wide range of therapies and treatment techniques in a professional and friendly setting. Each patient is treated as unique, with personalized care plans to help them live healthy and pain-free lives. The staff at Capitol Physical Therapy Center truly care about their patients, creating a warm and welcoming family atmosphere.

Lilani Wealth Management is a premier financial institution located at 1624 Santa Clara Drive in Roseville, California. Our team of expert financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning, we provide personalized solutions tailored to your individual needs. Trust Lilani Wealth Management to guide you towards financial success and peace of mind.

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.

Edelman 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.

Real Time Maids is a professional residential cleaning service located at 209 Harding Boulevard in Roseville, California. Our team of trained house cleaners provide top-quality cleaning and disinfecting services for your home, using a combination of EPA recommended products and green cleaning products. We are fully insured and bonded, and practice social distancing measures during our visits. Our services include Top to Bottom Deep Cleans, recurring cleaning packages, and small office cleaning. We also offer laundry pick up and delivery services. Our deep clean package is perfect for a thorough initial cleaning, while our recurring packages are great for regular maintenance.

Erich Brashears - Private Client Advisor is a premier financial institution located at 1112 Galleria Boulevard in Roseville, California. As a trusted private client advisor, we provide personalized financial services to help individuals achieve their financial goals. With a focus on building long-term relationships, our team of experienced professionals offers tailored solutions for wealth management, investment planning, retirement strategies, and more. Contact us today to see how we can help you secure your financial future.

Darrell Cleland is a financial advisor at Ameriprise Financial Services, LLC located at 1420 Rocky Ridge Drive, Roseville, California, United States. With a focus on personalized financial advice, Darrell takes the time to understand your goals and help you prepare for the expected and unexpected things in life. Whether you are saving for college, planning for retirement, or making smart investments, Darrell can help you feel more confident and in control of your financial future. As a member of FINRA and SIPC, Darrell offers investment products and services through Ameriprise Financial Services, LLC. Clients can benefit from a complimentary initial consultation to discuss financial planning concepts and take the next step towards a more confident financial future.

John Thomas Patton is a Financial Advisor at Ameriprise Financial Services, LLC located at 1420 Rocky Ridge Drive in Roseville, California, United States. John holds various certifications including 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 certifications demonstrate John's expertise in asset management, retirement planning, estate planning, investment strategies, and more. John is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, John Thomas Patton is committed to helping clients achieve their financial goals.

Tom Cicchini - Raymond James is a financial institution located at 2200-B Douglas Boulevard in Roseville, California. As a branch of Raymond James, a leading financial services firm, Tom Cicchini offers a wide range of financial services to meet the needs of individuals, families, and businesses. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Tom Cicchini - Raymond James is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start planning for your financial future.

Stephanie Kerns - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 3741 Douglas Boulevard, Roseville, California, United States. Stephanie Kerns holds various certifications and designations including 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®, CFP®, 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®. Stephanie Kerns is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With a focus on ethics and comprehensive knowledge of asset management, investment strategies, estate planning, and retirement planning, Stephanie Kerns is committed to helping clients achieve their financial goals.

Allen Feest Kjellberg Wealth Management Group at Morgan Stanley is a leading finance institution located in Roseville, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on long-term success, we provide comprehensive financial planning, investment management, and retirement planning services. Visit us at 1478 Stone Point Drive to learn more about how we can help you secure your financial future.

J Harper Wealth Management, located at 2901 Douglas Boulevard in Roseville, California, is a finance institution that is a Member of D.A. Davidson & Co. They believe in a holistic approach to financial management, ensuring that investments, cash flow, insurance, debt, and long-term financial plans all work together seamlessly. On their website, you can find educational articles, calculators, and resources to help you evaluate your current financial situation and work towards your goals. Securities, investment services, annuities, and insurance products are offered through D.A. Davidson & Co., and clients can discuss taxes, accounting, and estate planning with their D.A. Davidson Financial Professional. It's important to note that D.A. Davidson does not give tax, accounting, or legal advice. Make sure to verify all information with your own advisors. Visit their website for more information and disclosures.

Next Level Advisors Tax Solutions, located at 983 Reserve Drive in Roseville, California, is a trusted finance institution that specializes in tax solutions. Our team of Enrolled Agents believes in the importance of listening to our clients and working closely with them to develop successful tax and financial strategies. We prioritize respect and confidentiality, ensuring that your tax record-keeping is handled with care. By collaborating with your Financial Advisors and staying up-to-date on current tax laws, we save you time and help you plan for financial growth while protecting your assets. With over 25 years of experience, our professionals provide valuable insight to guide you towards a secure future. Trust Next Level Advisors Tax Solutions for all your tax and financial needs.

Protax and Business Services is a trusted institution located at 140 Diamond Creek Place in Roseville, California, United States. Our team of experienced professionals provides a wide range of tax and business services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, payroll services, or business consulting, we are here to assist you every step of the way. With our personalized approach and commitment to excellence, you can trust Protax and Business Services to help you achieve your financial goals. Visit us today to see how we can help you succeed.

Leading Edge Tax Solutions is a top-notch finance institution located at 10016 Foothills Boulevard in Roseville, California, United States. Our team of expert tax professionals is dedicated to providing innovative and cutting-edge solutions for all your tax needs. Whether you are an individual or a business, we are here to help you navigate the complex world of taxes and maximize your financial success. Trust Leading Edge Tax Solutions to be your partner in achieving financial excellence.