Joel Larsen 355 Second Street, Ste B Davis, CA 95616 Phone: (916) 640-8822
Financial planning is so much more than buying an investment or insurance policy. Good financial planning is 20% numbers and 80% people. Done properly, it addresses your key goals and values, incorporating them into a plan to help you truly make the most of your life.
Find out how we can help you make the most of YOUR life. Contact us to schedule your complimentary, no obligation consultation.
Andrew Bondar 4366 Auburn Boulevard Sacramento, CA 95841 Phone: (916) 483-0300 Fax: 916-483-0369
To keep pace with clients' wants and needs, Bondar & Associates offers a sound philosophy, quality service, and a variety of financial and insurance products. By using a cohesive and holistic approach, we seek to help you make your money productive and efficient in its performance over time. We strive to keep our clients educated and to help them achieve their maximum wealth potential by using a financial principle of keeping money in motion.
Our objectives are the following:
• Help lower the risk and at the same time increase the amount of money the clients will have over their lifetime
• Let clients have better control over money and provide organization of their financial life
• Provide literacy on how money works and on reduction of taxes
• Achieve greater insurance protection and lower the financial cost of other products
Member Since: 2013
Capital Premier Lending
Maggie Brinkoetter 1105 Fremont Way Sacramento, CA 95818 Phone: 916-549-3131 Fax: 916-676-4855
Michael T. Genovese 1515 Response Rd Sacramento, CA 95815 Phone: (916) 924-7527 Fax: (916) 646-3287
Genovese Burford & Brothers has achieved distinction in the investment and retirement profession with dedicated, dynamic service to Sacramento’s most prestigious families and businesses.
We grow individual wealth through attentive asset management and investments.
For businesses, we develop and grow 401(k), profit sharing and pension plans.
Estate planning and insurance programs are developed with care and concern.
Our perspective in these areas allows us insight no single specialist can offer and personal involvement no generalist can approach. Although we are the largest independent wealth management firm in the region, our clients remain our friends, enjoying the personal attention they deserve. We provide unbiased, comprehensive solutions for their financial confidence.
Jim den Dulk 2240 E Bidwell St STE 110 Folsom, CA 95630 Phone: 916-235-4646
SMETM Advisors are an elite group of financial professionals who practice The Smart Money Experience (SMETM).
Our vision is to help our clients make smart choices about their money so they can achieve their goals, fulfill their purpose, and live a great life. SMETM is a premier, comprehensive financial planning process that addresses every area of a client’s financial house,helps put it in order and helps keep it in order for the rest of their life.
Jill Brown 1100 Investment Blvd. STE 200 El Dorado Hills, CA 95762 Phone: 800-787-1621 Fax: 916-941-4781
Principal Funds, distributed by Principal Funds Distributor, Inc., brings expertise in global investment management, asset allocation, and retirement leadership. Principal Funds are managed by many leading sub-advisors including the extensive asset management capabilities of Principal Global Investors, and is a leading provider of retirement tools and resources.
Ed Guanill 1383 Garden Highway STE 200 Sacramento, CA 95833 Phone: 916-925-8900 Fax: 916-925-8914
Keith is the founder and president of Springer Financial Advisors in Sacramento, CA. He has been providing professional financial advice for more than 25 years, specializing in wealth management solutions for even the most complex individual and institutional portfolios worldwide. He has developed a proprietary process known as Top-Down Tactical™ for building tax-efficient and retirement portfolios for high net worth individuals.
His career began with Merrill Lynch in his hometown of Boston, Massachusetts, where he completed his financial consultant training in 1985. In 1990, he moved to California to study advanced portfolio management and investment management studies. By 1996, he felt his clients’ interests would be best served by going independent, so he became a Registered Investment Advisor. This ultimately led to the formation of Springer Financial Advisors, where he continues to serve as president today.
In conjunction with his career as an advisor, he has dedicated himself to serving the community. It gives him great pleasure to help the dreams of others come true. Thus, in 1999 he organized the Springer Turkey Challenge to raise money to feed local hungry families. Through the generosity of his friends and clients, each holiday season he raises funds, then matches their donations. Collectively, they give away thousands of turkeys and other complementary items to those who would otherwise go without. Keith looks forward to doing more in the years to come.
Keith is also a member of The Society for Financial Awareness (SOFA), where he donates his time delivering free seminars and workshops for companies, civic organizations, church groups, etc. His goal is to help raise financial awareness and assist people in taking charge of their financial future.
Keith is a graduate of Clark University in Worcester, MA, with additional studies at Kings College, University of London.
He frequently appears on many local and international media outlets including, CNBC, FOx Business, Bloomberg, CBS 13 and News 10.
In addition, he is a Registered Financial Planner with the Registered Financial Planners Institute, a Master Certified member of the prestigious HS Dent Advisers Network and a member of the Retirement Income Industry Association (RIIA).
Jerry M Cepel 1420 E Roseville Pkwy STE 140-505 Roseville, CA 95661 Phone: (916) 501-5627
StoneTree Financial is a trusted and reliable private lender connecting investors and borrowers in special situation, real estate backed loans. Our goal is that everyone we serve, whether a borrower, broker, or investor realize a successful outcome in all our transactions.
For real estate owners seeking a loan, StoneTree offers creative solutions to your borrowing needs with a process that is both fast and efficient. Loans are secured by all types of real estate.
For investors, StoneTree provides a real alternative to traditional stock and bond market investments. Investments in deeds of trust offer a steady income at attractive yields and the security of having your investment backed by real estate.
Charanjit Kaur 1760 Challenge Way Ste 100 Sacramento, CA 95815 Phone: (916) 648-9370 Fax: (916) 648-9377
At Tri Counties Bank, we offer more than just great service. Check out our wide assortment of products and services, designed to fit your individual lifestyle and meet your personal financial goals as well as your business needs.
Evan Mathew 1724 Picasso Ave STE D Davis, CA 95618 Phone: 530-757-4460 Fax: 530-757-4463
WMS is an organization of nationally-known, elite advisors, each with their own focus. Each firm exists with autonomy, while providing valuable synergy within the context of our "firm of firms" model. WMS provides the combination of industry-leading, multi-disciplinary experience with an unbiased client-centered focus.
Eric Solis 400 Capitol Mall STE 1700 Sacramento, CA 95814 Phone: (916) 491-6323 Fax: 916-443-4789
As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help. With more than a decade of experience in financial service, I have built a loyal client base by providing sound financial advice and excellent service.