Directory Search Results
15 matches were found for Financial Services
Our members are presented equally regardless of their alphabetical positioning.
For an alphabetized list of these results CLICK HERE.
 
SAFE Credit Union
Karen Shahhosseini
Relationship Manager
2295 Iron Point Road (HQ)
Folsom, CA 95630
Business Phone: 916-971-2533
Member Since: 2011
Personal banking, business banking, and wealth management solutions. Committed to the financial well-being of our members. Professional experts help you achieve your life-long financial goals.
   Information on this member:

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External Website
 
Edward Jones - Caroline Fox
Caroline Fox
Financial Advisor
8880 Cal Center Drive, #290
Sacramento, CA 95826
Business Phone: 916-339-7043
Member Since: 2022
Edward D. Jones & Co., L.P., simplified as Edward Jones, is a financial services firm headquartered in St. Louis, Missouri, United States. It serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations and 19,000 financial advisors
   Information on this member:

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Wells Fargo Bank
Jamie McCullough
Northern California Marketing Director
1512 Eureka Road, #350
Roseville, CA 95661
Business Phone: 916-788-4748
Member Since: 2009
An American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's fourth-largest bank by market capitalization and the fourth largest bank in the US by total assets.
   Information on this member:

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Merrill Lynch-Bank of America (Corporate Team - Barney/Castillo Group)
Christopher CASTILLO
555 Capitol Mall, #1400
Sacramento, CA 95814
Business Phone: 916-648-6207
310-601-0822
Member Since: 2023
Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what?s most important to you.
   Information on this member:

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Map to Facility
Business Catalog
Online Appointment System
External Website
 
Next Phase Financial
Carmen Jennett
Financial Planner
9719 Lincoln Village Drive, #506
Sacramento, CA 95827
Business Phone: 916-572-5090
Member Since: 2015
At Next Phase Financial, we are committed to your practice and to helping you define and achieve success on your terms. We empower individuals and offices to become exactly what they envision.
   Information on this member:

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Map to Facility
Business Catalog
Online Appointment System
External Website
 
True North Consulting, LLC
Brett Sargent
CEO / Owner
3941 Park Drive, #20-581
El Dorado Hills, CA 95762
Business Phone: 650-346-8176
916-790-6601
Member Since: 2017
True North Consulting, we have a unique set of tools and perspective to help you and/or your team find their True North objective.
   Information on this member:

More Business Information
Map to Facility
Business Catalog
Online Appointment System
External Website
 
Goldenstone Wealth Management
Dr. Sanjay Varshney
Principal & Founder
5170 Golden Foothill Parkway
El Dorado Hills, CA 95762
Business Phone: 916-799-6527
Member Since: 2023
Goldenstone Wealth Management is an independent investment management and advisory firm. Our Founders have an established track record of success in helping our clients meet their financial goals. Our portfolios, plans, and strategies are individualized and customized to achieve investor objectives, recognizing that each client is unique. We serve High Net Worth Individuals, Private Fiduciaries, Retirement Programs, Trusts, Corporations, Endowments, Foundations, and Businesses. Goldenstone?s mission is to help you protect and grow your wealth to reach your financial goals by providing unbiased financial advice. We take the time to understand your short-term and long-term goals. Our services include portfolio/asset management, customized investment strategies, retirement planning, management of retirement assets, financial planning, and tax mitigation strategies. We are committed to holding ourselves to the highest fiduciary standard and you can rest assured that your assets are in the very best hands with us.
   Information on this member:

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Map to Facility
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Online Appointment System
External Website
 
Edward Jones - Matt Tinker
Matt Tinker
Financial Advisor
11335 Gold Express Drive
Suite 130
Gold River, CA 95670
Business Phone: 916-473-6467
Member Since: 2024
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
 
Tri Counties Bank
Guadalupe Acevedo
Branch Manager
25025 Blue Ravine Road
Folsom, CA 95630
Business Phone: 916-984-2029
Member Since: 2013
Tri Counties Bank exists for only one purpose: improving the financial success and well-being of our shareholders, customers, communities and employees.
   Information on this member:

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External Website
 
First U.S. Community Credit Union
Bob Miller
VP of Business Services
11220 Gold Express Drive, #405
Gold River, CA 95670
Business Phone: 916-576-5700
916-576-5679
Member Since: 2019
We have been making a difference in the financial lives of our members with affordable loans, generous savings programs and friendly, personal service. Products, services and tools to make a difference for you.
   Information on this member:

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First Bank
Twee Nguyen
Branch Manager
3101 Zinfandel Drive, #100
Rancho Cordova, CA 95670
Business Phone: 916-635-4553
Member Since: 2023
When you're looking for expertise delivered with a personal touch, First Bank is your destination. Friendly professionals at our location on Zinfandel Drive can help you open checking and savings accounts, get a credit card, apply for mortgages, personal and business loans, and much more. Make First Bank the first bank to come to mind.
   Information on this member:

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Douglas A. Brewer State Farm Agency Insurance
Douglas Brewer
Owner/Agent
3358 Mather Field Road
Rancho Cordova, CA 95670
Business Phone: 916-366-5555
Member Since: 2011
Member Proudly Supports:
- Canine Companions for Independence
- Cordova Community Partners
Take care of tomorrow so you can take in today. Let's look at your life insurance.
   Information on this member:

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First Northern Bank - Rancho Cordova Financial Center
Kristen Holihan
Vice President/Business Services Officer
2901 Sunrise Blvd., #100
Rancho Cordova, CA 95742
Business Phone: 916-642-1472
Member Since: 2018
Building long-lasting relationships where we can address specific financial needs on a personalized basis, provide opportunities for our employees, and be committed and passionate about making a difference in our communities.
   Information on this member:

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Map to Facility
Business Catalog
Online Appointment System
External Website
 
Prudential Advisors - Elizabeth Keyser
Elizabeth Keyser
Financial Planner
2998 Douglas Blvd., #200
Roseville, CA 95661
Business Phone: 916-936-1937
Member Since: 2021
Registered broker-dealer and a registered investment adviser.
   Information on this member:

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Bank of Marin - Bradshaw
Sara Seyyedin
Branch Manager
9750 Business Park Drive, #100
Gold River, CA 95827
Business Phone: 916-368-3400
Member Since: 2015
Banking is a rather crowded industry, where mostly the same products are available and we each say our service is the best. So, what makes American River Bank stand out from the crowd? We know who we are, what we do well and the value we provide to our clients, shareholders and employees.