Senior retirement advisors in California
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Reverse Mortgage Consultant
● OpenReverse Mortgage Consultant is a trusted finance institution located at 800 Pacific Coast Highway in Redondo Beach, California, United States. We specialize in providing expert advice and guidance on reverse mortgages, helping seniors unlock the equity in their homes to fund their retirement. Our team of experienced consultants is dedicated to helping clients navigate the complexities of reverse mortgages, ensuring they make informed decisions that best suit their financial needs. Contact us today to schedule a consultation and learn more about how we can help you secure your financial future.
800 Pacific Coast Hwy, Redondo Beach, CA 90277, United States -
Lonnie Colson
● OpenLonnie Colson is a finance institution located at 0960 Wilshire Boulevard in Los Angeles, California, United States. Lonnie has over 32 years of experience in the financial services industry, specializing in annuities, life insurance, disability, and long-term care. He is licensed to sell insurance products in multiple states and holds various professional designations. Lonnie is a retired senior manager from the U.S. Airforce and is proud to be a member of the Million Dollar Round Table. He is a registered representative of MML Investors Services, LLC, offering securities to clients. For more information, visit Lonnie Colson at his office on Wilshire Boulevard or contact (213) 632-2200.
0960 Wilshire Blvd #2100, Los Angeles, CA 90024, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 48 East Main Street in Winters, California, United States. Offering a wide range of financial services, including investment advice, wealth management, and retirement planning, Raymond James is known for its personalized approach to helping clients achieve their financial goals. With a team of experienced professionals, this institution is dedicated to providing top-notch financial solutions tailored to each client's individual needs. Whether you are looking to grow your wealth or plan for the future, Raymond James Financial Services is committed to helping you make informed decisions and secure your financial future.
48 E Main St, Winters, CA 95694, United States -
LTC Financial Partners
● ClosedLTC Financial Partners is a finance, health, and insurance agency located at 5665 Monte Corita Circle in Citrus Heights, California, United States. Our team of experienced professionals is dedicated to helping clients navigate the complexities of long-term care planning, insurance, and financial management. We provide personalized solutions to meet the unique needs of each individual and strive to ensure peace of mind for our clients and their families. Contact us today to learn more about how we can assist you in securing your financial future and protecting your health and well-being.
5665 Monte Corita Cir, Citrus Heights, CA 95621, United States -
Marcella Lees - Ameriprise Financial Services, LLC
● ClosedMarcella Lees - Ameriprise Financial Services, LLC is a finance institution located at 1420 Rocky Ridge Drive in Roseville, California, United States. Each Ameriprise advisor at this location has their own "Top areas of focus" to help align with your financial goals. You can review their backgrounds, credentials, and experience to find the best advisor for you. By filling out the "Request consultation" form, you can connect with your desired advisor who will schedule a complimentary initial consultation with you. Take the first step towards achieving your financial goals with Marcella Lees - Ameriprise Financial Services, LLC.
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661, United States -
Rockefeller Capital Management
● OpenRockefeller Capital Management, located at 23 Corporate Plaza in Newport Beach, California, is a renowned finance institution with a rich history dating back over seven generations of serving the Rockefeller family. Offering individualized service for families, individuals, institutional investors, and corporations, we strive to provide innovative financial solutions tailored to each client's unique needs and objectives. With a commitment to integrity and a focus on generating insights and outcomes that set us apart in the investment community, Rockefeller Capital Management seeks to pioneer the future of financial services. Our team of experienced senior investment bankers provides independent, strategic business advice to private and public companies, delivering a level of service that goes beyond traditional offerings.
23 Corporate Plaza Suite 246, Newport Beach, CA 92660, United States -
Elder Accountancy
● ClosedElder Accountancy is a reputable accounting and finance institution located at 800 Howe Avenue in Sacramento, California, United States. With a team of experienced professionals, Elder Accountancy specializes in providing comprehensive financial services tailored to meet the unique needs of elderly clients. From retirement planning to estate management, Elder Accountancy is dedicated to helping seniors navigate the complexities of their finances with confidence and peace of mind.
800 Howe Ave Unit 160, Sacramento, CA 95825, United States -
Cogir of Rohnert Park
● OpenWelcome to Cogir of Rohnert Park, a vibrant senior living community nestled in the heart of Sonoma County, near Santa Rosa. Located at 4855 Snyder Lane, Rohnert Park, California, we offer a perfect blend of care and comfort through our exceptional Independent Living and Assisted Living services. For over five years, our dedicated and friendly staff have been committed to providing a resort-inspired lifestyle that residents love to call home. Our community is designed to foster a meaningful connection with nature, featuring a beautiful porch and courtyard, serene walking paths, and access to the area's largest rose garden complete with a working vineyard. Discover the beauty and tranquility of our surroundings, complemented by our stunning senior apartments. Please note that apartment availability may vary, and additional charges apply to certain units where mandatory services are included. Prices are subject to change without notice, and care units are available to meet your needs.
4855 Snyder Lane, Rohnert Park, California 94928, United States
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