Business Directory

FINANCIAL PLANNING AND INVESTMENT SERVICES

Financial planning is a process of setting objectives, assessing assets and resources, estimating future financial needs, and making plans to achieve monetary goals. Many elements may be involved in this process, including investing, asset allocation, and risk management. Tax, retirement, and estate planning are typically included as well.

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Ameriprise Financial - Heather Smart

www.ameripriseadvisors.com/heather.smart

Heather Smart is an independent financial advisor that provides comprehensive financial planning  to individuals, families and small business owners. Comprehensive financial planning is about building wealth through a process, not a product. Heather and her team understand that the most important criterion of a financial advisors' success is the satisfaction of their clients.

1223 Pleasant Grove Blvd., Ste. 100
Roseville, CA 95678
Map

916-784-2240

  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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Beacon Wealth Strategies

BeaconWealthStrategies.com

Are you confident that you are on track to retire in comfort, leave a legacy or gift to charity?  I help my clients navigate the complexities of retirement planning. We talk about their wants, needs and aspirations. Together we construct, implement and monitor a financial plan to meet their goals.

2200-B Douglas Blvd., Ste. 150
Roseville, CA 95661
Map

916-773-1938

  • FINANCIAL PLANNING AND INVESTMENT SERVICES
  • CERTIFIED FINANCIAL PLANNER

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Charles Schwab & Co., Inc.

www.schwab.com

3741 Douglas Blvd., Ste. 190
Roseville, CA 95661
Map

916-789-2100

  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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Delyon Wealth Management

www.delyonwm.com

At Delyon Wealth Management we pride ourselves on explaining complex things simply.  With over 40 years of Investment Planning experience, our mission is to hear our clients’ needs and to provide the intellect, resources, service, and experience to earn their trust while making their lives better. We provide a breadth of financial services specifically tailored to our clients' needs. At Delyon Wealth Management we take pride in being trusted stewards of our client’s hard earned money.

6801 Five Star Blvd., Ste. A
Rocklin, CA 95677
Map

916-624-2000

  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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Edward Jones - Adam Chervenak

www.edwardjones.com

9700 Village Center Dr., Ste. 150
Granite Bay, CA 95746
Map

916-791-7865

  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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Edward Jones - Rachel Kenney

www.edwardjones.com/rachel-kenney

13346 Lincoln Way
Auburn, CA 95603
Map

530-885-2484

  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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First Allied Securities, Inc. - Stanford Hirata

www.stanfordhirata.com

1817 Maryal Dr., Ste. 200
Sacramento, CA 95864
Map

916-484-3800

  • FINANCE
  • FINANCIAL PLANNING AND INVESTMENT SERVICES

$$ Member to Member Discounts $$Profile

Integrity Financial Group

www.integritybusinessplanning.com

5726 Lonetree Blvd.
Rocklin, CA 95765
Map

916-626-3373

  • FINANCIAL PLANNING AND INVESTMENT SERVICES
  • FINANCE

$$ Member to Member Discounts $$Profile

Karen T. Peak  CPA

Karen T. Peak CPA

www.karenpeakcpa.com

Certified Public Account, CPA, Tax Planning & Preparation, Budget Planning & Forecasting, Business Management Advisor, Bookkeeping Services
Karen Peak is a full-time consulting CPA providing controller services, compilation and review, tax planning and preparation, and bookkeeping services to small to medium sized businesses and individuals. Karen's rates are competitive and the fixed price you agree upon includes unlimited access to her tax and business counsel throughout the year! ROSEVILLE CHAMBER MEMBER TO MEMBER DISCOUNT: 25% off on initial tax return preparation or the first month of consulting agreement.

1540 Eureka Rd., Ste. 104
Roseville, CA 95661
Map

916-782-8300
Email: karen@karenpeakcpa.com

  • CPA
  • ACCOUNTING & TAX SERVICES
  • TAX
  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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Legato Financial

www.legatofinancial.com

1677 Eureka Rd., Ste. 202
Roseville, CA 95661
Map

916-784-8080

  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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Merrill Lynch, Pierce, Fenner & Smith

www.fa.ml.com/geraldo.salcedo

1435 River Park Dr., Ste. 100
Sacramento, CA 95815
Map

916-648-6250

  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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Morgan Stanley

http://www.morganstanleyfa.com/thebeemangroup

1478 Stone Point Dr., Ste. 500
Roseville, CA 95661
Map

916-788-9462

  • FINANCIAL PLANNING AND INVESTMENT SERVICES
  • FINANCE

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Northwestern Mutual

1425 River Park Dr., Ste. 100
Sacramento, CA 95815
Map

916-648-6445

  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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Principal Financial Group

www.principal.com/northerncalifornia

Founded in 1879, the Principal Financial Group® (The Principal®) is a retirement and global asset manager leader. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, investment expertise and insurance, through its diverse family of financial services companies.

1478 Stone Point Dr., Ste. 390
Roseville, CA 95661
Map

916-773-3343

  • FINANCIAL SERVICES & RETIREMENT PLANNING
  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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Safe Harbor Pension & Wealth

www.safeharborpw.com

1075 Creekside Ridge, Ste. 260
Roseville, CA 95678
Map

877-251-6085

  • FINANCIAL PLANNING AND INVESTMENT SERVICES
  • FINANCIAL PLANNING & SERVICES
  • FINANCE
  • FINANCIAL SERVICES & RETIREMENT PLANNING

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Stephen Lard Consulting

2390 Professional Dr.
Roseville, CA 95661
Map

916-846-9388

  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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Sterling Wealth Partners

www.sterlingwpartners.com

Sterling Wealth Partners is dedicated to leading clients through life's inevitable transitions. Susan Green is a wealth strategist at Sterling Wealth Partners.  She focuses on helping families deal with financial indecision through pro-active planning; providing tools, education, and strategies that help them move forward.
Representative of USA Financial Securities Member FINRA/SIPC. A Registered Investment Advisor CA License #0H46068

915 Highland Pointe, Ste. 250
Roseville, CA 95678
Map

916-677-9261

  • FINANCIAL PLANNING AND INVESTMENT SERVICES
  • FINANCE COMPANY

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Stone Consulting Group

www.StoneConsultingGroup.net

1013 Galleria Blvd., Ste. 270
Roseville, CA 95678
Map

916-415-7062

  • WEALTH MANAGEMENT
  • FINANCIAL PLANNING & SERVICES
  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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UBS Financial Services

financialservicesinc.ubs.com/branch/rosevilleks/

3001 Douglas Blvd., Ste. 160
Roseville, CA 95661
Map

916-774-7400

  • FINANCIAL PLANNING AND INVESTMENT SERVICES

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