Small business financial planning in Sacramento, California

The Small Business Administration (SBA) is a government agency located at 6635 Sylvan Road in Citrus Heights, California, United States. The SBA provides support and resources to small businesses, including access to loans, assistance with business planning, and guidance on navigating government regulations. Whether you are starting a new business or looking to grow an existing one, the SBA is dedicated to helping entrepreneurs succeed.

Accurate Financial Services is a reputable institution located at 3626 Fair Oaks Boulevard in Sacramento, California, offering a wide range of accounting and finance services. With a team of experienced professionals, we provide accurate and reliable financial solutions to individuals and businesses alike. Our services include tax preparation, bookkeeping, financial planning, and more. Trust us to help you navigate the complexities of the financial world and achieve your financial goals. Contact us today to schedule a consultation.

Better Business Financial Services is a trusted institution located at 3591 Sacramento Drive in San Luis Obispo, California, United States. Specializing in accounting and finance, we offer a unique blend of personal service and expertise to meet all of your financial needs. Whether you are a small business owner, an individual looking for financial planning assistance, or in need of tax preparation services, our team of professionals is here to help. We strive to provide top-notch services while maintaining a personal touch with our clients. Visit us today and experience the difference that Better Business Financial Services can make in your financial future.

5 Star Accounting & Business Solutions, LLC is a leading institution located at 755 Sunrise Avenue in Roseville, California, United States. Specializing in accounting and finance, our team is dedicated to helping entrepreneurs, management, and individuals optimize operations, finances, and taxes for unprecedented efficiency and prosperity. Serving primarily the Sacramento metropolitan area, we offer outstanding business advisory, tax strategy and preparation, and accounting services to lighten the load and help you achieve your targets. Our full-service, year-round tax professionals are ready and available when you need us, providing services such as sales/use tax reporting, bill-pay, reconciliations, and more. Our trained professionals tackle all bookkeeping tasks to keep your financials on track and simple for your CPA. We become an integral member of your executive team for a fraction of the cost, offering personalized and professional services to meet your specific needs.

Hansen & Associates Financial Group, Inc. is a finance institution located at 8880 Cal Center Drive in Sacramento, California, United States. Specializing in uncompromised financial planning and investment fund management, our team of associates and administrative staff are dedicated to providing distinctive quality and unparalleled client service. We understand that every individual has unique financial goals and objectives, which is why we tailor our strategies to help you achieve your specific lifetime goals. Our proprietary tactical management approach is designed to maximize growth in all market cycles and minimize market risk. We offer a range of services including portfolio review, wealth management for high net worth individuals, small business owners, and families, as well as benefit and succession planning. Our Adaptive Asset Allocation Strategy continually adapts to changing market conditions to maintain a consistent level of volatility. We believe in a customized approach rather than a "cookie-cutter" one, and we value the relationships we build with our clients as our greatest assets.

Merrill 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.

Devon Robb - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2150 River Plaza Drive, Sacramento, California, United States. Devon Robb holds multiple 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Devon Robb is dedicated to providing comprehensive and professional financial advice to individuals and small business owners in Sacramento and beyond.

Randy M Herr, a Private Wealth Advisor at Ameriprise Financial Services, LLC in Sacramento, California, offers a wide range of financial services to individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and more, Randy M Herr is well-equipped to assist clients with asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone in need of specialized financial advice, Randy M Herr has the expertise to help you achieve your financial goals. Contact Randy M Herr today to schedule a consultation and take the first step towards securing your financial future.

Justin Elliott - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 333 University Avenue, Sacramento, California, United States. Justin Elliott holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Justin Elliott is dedicated to providing personalized financial advice to individuals, small business owners, retirees, and high net worth clients. Whether you need help with investment opportunities, insurance products, or financial planning for domestic partnerships, Justin Elliott is here to help. Contact him today for expert financial advice and guidance.

Paperclips Tax & Business Services is a reputable accounting and finance institution located at 3511 Del Paso Road in Sacramento, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. Whether you need help with filing your taxes or managing your company's finances, we are here to help. Trust Paperclips Tax & Business Services for all your financial needs.

Peoples Tax & Business Services is a trusted accounting and finance institution located at 7725 Stockton Boulevard in Sacramento, California. With a team of experienced professionals, we provide expert tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. Our goal is to help our clients navigate the complexities of the financial world and achieve their financial goals. Contact us today to learn more about how we can assist you with your tax and business needs.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Joline Banks - State Farm Insurance Agent is a local insurance resource located at 313 Lennon Lane in Walnut Creek, California. As a small business owner in the Bay Area, they are dedicated to taking care of your insurance and financial needs. The agency offers a wide range of insurance options including car insurance, motorcycle insurance, homeowner's insurance, renter's insurance, life insurance, small business insurance, and commercial insurance. The State Farm office is led by Joline Banks, who has been a State Farm Agent since 1992. Born and raised in California, Joline is a Cal State Sacramento Graduate and a Diablo Valley College Athletic Hall of Famer. The agency has qualified for the State Farm Crystal Excellence award and Joline is actively involved in the local community as a member of various organizations.

JD Snead - State Farm Insurance Agent is a reputable insurance agency located at 10901 Folsom Boulevard in Rancho Cordova, California. Conveniently situated at Folsom Blvd & McGregor, between Sunrise and Zinfandel, our team is dedicated to providing personalized insurance plans to local residents and those in surrounding areas such as Sacramento, Fair Oaks, Carmichael, Folsom, El Dorado Hills, and Placerville. As a State Farm Agent since 2005, I take pride in helping individuals, families, and small businesses find the right coverage at the best possible price. Our Rancho Cordova office offers a wide range of insurance options including auto, renters, homeowners, life, and business insurance. Our experienced team members are ready to assist you with all your insurance and financial service needs.

Doug Rowley - State Farm Insurance Agent is an insurance agency located at 5417 San Juan Avenue in Citrus Heights, California. Serving California, Nevada, Arizona, and Oregon, Doug Rowley and his team offer a range of insurance and financial services including auto insurance, homeowners insurance, renters insurance, life insurance, and financial planning. With over 17 years of experience in the financial services industry, Doug Rowley is dedicated to helping clients find insurance coverage that meets their specific needs and goals. The team of licensed professionals at Doug Rowley's office can also assist small business owners with their commercial insurance needs. Additionally, Doug Rowley holds a Bachelors of Science Degree in finance and investments from Sacramento State University and has a ChFC designation. The office provides valuable information on various topics such as healthcare plans for couples, rural road driving safety, and laundry safety rules. For more information or assistance, please contact Doug Rowley - State Farm Insurance Agent at (916) 967-6617. Please note that sensitive personal information should not be included in any communications.

New York Life Insurance, located at 910 Florin Road, Sacramento, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth 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. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an estate plan. With a diverse workforce and a commitment to community engagement, New York Life Insurance is dedicated to helping individuals, families, and communities thrive. Their mission is to make the world a better place through responsible investing, charitable giving, and supporting diverse communities. With the highest financial strength ratings and a long history of keeping promises to policy owners, New York Life Insurance is a trusted partner in planning for your financial future. Contact them today to learn how they can help you protect your family and achieve financial security.

TaxWorks Plus, Inc is a reputable accounting and finance institution located at 7311 Greenhaven Drive in Sacramento, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for all financial needs.

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.

Primo Personal Loans is a finance institution located at 1302 21st Street in Sacramento, California, United States. They offer same day funding if certain requirements are met, allowing you to get your funds quickly. By completing an online inquiry form, you can connect with trusted third-party lenders in their network who will make you an offer for a fast personal loan based on your financial needs. Once you sign the loan agreement, you can typically have the money the next working day. Personal loans in Sacramento are a versatile option for residents looking for financial solutions. Whether you need to handle unexpected expenses, pursue personal projects, or consolidate debt, personal loans can provide the funds you need upfront with a repayment plan that fits your budget. Primo Personal Loans can help you navigate your options and connect you with lenders who can offer competitive rates and flexible repayment schedules.

Farmers Insurance - Benito Guerrero is an insurance agency located at 1521 Corporate Way in Sacramento, California. As your local Farmers® agent, Benito Guerrero helps customers identify the insurance coverage that best fits their needs. The agency prides itself on providing outstanding customer service and ensuring that each client is educated on their specific coverage options. The office is conveniently located off of Interstate 5 on Florin and Greenhaven. Benito Guerrero offers a range of insurance options including auto, home, life, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, the agency can help you find the right insurance plan for your budget and needs. They also offer discounts to help you save money on your insurance premiums.

Golden Bay Mortgage Group, DRE# 01989440 & NMLS ID# 1403489, is a finance institution located at 3900 Lennane Drive, Sacramento, California, United States. Owned by Rene Jacques and Cam Villa, the institution offers personalized mortgage solutions, fast customized quotes, great rates, and service with integrity. Start the process by requesting a custom digital rate quote now and let us help you save time and money.

Liberty Tax is a finance institution located at 6905 Stockton Boulevard in Sacramento, California. With a commitment to providing expert tax preparation services, Liberty Tax helps individuals and businesses navigate the complexities of tax laws and regulations. Their knowledgeable staff is dedicated to ensuring clients receive the maximum refund possible while also offering personalized advice and guidance. Whether you are looking for assistance with filing your taxes or need help with tax planning, Liberty Tax is here to help.

Affordable Legal Assistance is a reputable law firm located at 3550 Watt Avenue in Sacramento, California. We have been providing exceptional legal assistance services since 1989, serving clients in Sacramento, Placer, El Dorado, and surrounding counties. Our team is dedicated to helping individuals in need of legal representation, offering services such as debt relief, bankruptcy, and creditor harassment. We understand the financial struggles that many of our clients face, which is why we offer no court costs for low-income individuals and flexible payment plans. Let us help you get your creditors off your back and provide you with the legal support you need.

Legal Shield is a renowned institution located at 3539 Bradshaw Road in Sacramento, California, United States. Specializing in accounting, finance, and legal services, Legal Shield is dedicated to providing top-notch assistance and guidance to individuals and businesses alike. With a team of experienced professionals, Legal Shield ensures that clients receive expert advice and support in navigating complex financial and legal matters. Whether you are in need of tax planning, financial consulting, or legal representation, Legal Shield is the institution you can trust for all your accounting, finance, and legal needs.

Farmers Insurance - Juanita Lopez is a trusted insurance agency located at 5595 Hillsdale Boulevard in Sacramento, California. As a local Farmers agent, Juanita Lopez helps customers in Sacramento and the surrounding areas find the insurance coverage that best fits their needs. With a personalized and straightforward approach, Juanita values and respects her clients, ensuring they understand which insurance products are suitable for their needs and budget. Whether you are looking for Life, Business, home, auto, renters, commercial insurance, and more, Juanita has the knowledge and experience to guide you through your coverage options. She is bilingual and is happy to serve both English and Spanish speakers. If you are looking for Car insurance coverage, Farmers Insurance - Juanita Lopez can help you navigate through comprehensive coverage, collision coverage, deductibles, and more. By starting with an online Auto insurance quote, you can also learn about insurance discounts that can help you save money.

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.

Farmers Insurance - Benito Guajardo is an insurance agency located at 5250 Date Avenue in Sacramento, California. As a local Farmers® agent, Benito Guajardo helps customers find the insurance coverage that best suits their needs. With over 80 years of experience, Farmers Insurance offers a variety of insurance products including auto, home, renters, business, and life insurance. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Benito Guajardo can help you navigate the complexities of insurance options. Additionally, Farmers Insurance provides competitive rates and multi-line insurance discounts to help you save money.

The Cristi Rodda Insurance Agency, located at 6360 Belleau Wood Lane in Sacramento, California, is a trusted insurance agency serving the local community and surrounding areas. As a Farmers® agent, we offer a wide range of insurance options including home, auto, life, umbrella, flood, recreational, and more. Our team is dedicated to providing exceptional customer service and ensuring that each client is well-informed about their coverage choices. In addition to our insurance services, we are actively involved in various community organizations such as the Sacramento Association of Realtors Scholarship Committee, Cantree Committee, Natomas Chamber of Commerce Board of Directors, and the Sacramento Breakfast Optimist Club. We take pride in giving back to our community and building relationships with our clients.

Charlotte Russell - State Farm Insurance Agent is a local insurance agency located at 947 Enterprise Drive, Sacramento, California, United States. Our team is dedicated to providing auto insurance, home insurance, life insurance, renters insurance, commercial insurance, small business insurance, and financial services to customers in Sacramento, Folsom, Carmichael, El Dorado Hills, and across California. With over a decade of experience, we are passionate about finding the right coverage for you and your family. We believe in giving back to our community and support organizations like Samaritan House and Street Life Ministries. As a member of the Sacramento Chamber of Commerce and the Downtown Business Group, we are committed to strengthening our communities. Our mission is to be a community leader and the first choice for all your insurance and financial service needs.

Farmers Insurance - Thuy Dao is an insurance agency located at 6511 Savings Place in Sacramento, California. As a local Farmers® agent, Thuy Dao helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Thuy Dao has the knowledge and experience to help you understand your options. By providing personalized and straightforward service, Thuy Dao aims to make you smarter about insurance. If you're unsure where to begin with your car insurance coverage, Thuy Dao can help take the mystery out of selecting the right policy for your needs and budget. With competitive rates and insurance discounts, Farmers Insurance can help you save money while protecting your vehicle.