Overview

We are an investment and financial planning firm looking to buy practices, or have others merge into our practice. Both of our advisors are Certified Financial Planners. We are hybrid Advisors offering fee based and brokerage services. We offer customized portfolio management. We are dedicated to helping clients meet their financial goals and achieve the full and rich life they have earned. We use the latest technology as client convenience as well as to improve practice efficiency. Located in Folsom, easy freeway and Light rail access, close to residential and large employer businesses like Intel, Micron and Sutter Health. Private office located in a Class A office park with a conference room, fitness center, outside walking trail and onsite deli with catering.

Market
Advisor/RIA
Last Activity
within 3 months

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