Business Directory

Finance

Finance encompass a variety of businesses that deal with money management. These include many different kinds of organizations such as banks, investment companies, credit card companies, insurance companies and even government programs. Finance can also refer to the services and products that money management organizations offer to the public.


Profile

American Asset Recovery, Inc.

www.aaricollect.com

P O Box 1346
Roseville, CA 95678
Map

916-786-2996


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BBVA Compass Commercial Banking

www.bbvacompass.com

1490 Stone Point Dr., Ste. 250
Roseville, CA 95661
Map

916-945-3842


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BLUEPRINT Financial and Insurance Services, LLC

www.blueprintfinancialllc.com

2360 Professional Dr., Ste. 200
Roseville, CA 95661
Map

916-788-1812


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California Bank & Trust

www.calbanktrust.com

As one of California’s leading banks with nearly $11 billion in assets, California Bank & Trust connects thousands of individuals and businesses with smart financial solutions through a network of nearly 100 branch offices statewide, including its Roseville retail branch (925 Highland Pointe Dr.) and commercial banking office downtown Sacramento.

925 Highland Pointe Dr., Ste. 100
Roseville, CA 95678
Map

916-341-3780


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CAPTRUST

captrustadvisors.com

 

916-759-0454

  • Finance
  • Finance - Financial Planning

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Central Valley Community Bank

www.cvcb.com

As a full service bank we are committed to:

Providing a full range of financial services desired by our customers, whille providing superior customer service that is delivered in a highly professional and personal manner.

We work to contribute to the quality of life in the community we serve!

2999 Douglas Blvd., Ste. 160
Roseville, CA 95661
Map

916-859-2250


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Charles Schwab & Co., Inc.

www.schwab.com

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

916-789-2100


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COVERED EDGE Asset Management, LLC

www.coverededge.com

P O Box 665
Roseville, CA 95678
Map

916-802-1657


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David White & Associates - Richard DeBono

www.dwassociates.com

919 Reserve Dr., Ste. 106
Roseville, CA 95661
Map

916-718-3943


Profile

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


Profile

Edward Jones - Fred Jackson, Financial Advisors

www.edwardjones.com

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.

970 Reserve Dr., Ste. 150
Roseville, CA 95678
Map

916-782-7651


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Edward Jones - John Guess

edwardjones.com

9600 Fairway Dr., Ste. 140
Roseville, CA 95678
Map

916-782-1045


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Edward Jones - Rachel Kenney

www.edwardjones.com/rachel-kenney

13346 Lincoln Way
Auburn, CA 95603
Map

530-885-2484


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Edward Jones - Shawn Plunkett

1430 Blue Oaks Blvd., Ste. 130
Roseville, CA 95747
Map

916-772-1085


Profile

Exchange Bank

www.exchangebank.com

1420 Rocky Ridge Dr., Ste. 190
Roseville, CA 95661
Map

916-788-7409

  • Finance
  • Finance - Bank

Profile

First Allied

1400 Rocky Ridge Dr., Ste. 180
Roseville, CA 95661
Map

916-781-8722
Email: Mfrederick@rr.firstallied.com

  • Finance
  • Finance - Investments

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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


$$ Member to Member Discounts $$Profile

First Bank - Douglas Blvd

www.firstbanks.com

Two Convenient Roseville locations!

1625 Douglas Blvd.
Roseville, CA 95661
Map

916-782-5561


$$ Member to Member Discounts $$Profile

First Bank - Vernon Street

www.firstbanks.com

Two Convenient Roseville locations!

401 Vernon St.
Roseville, CA 95678
Map

916-783-1267


Profile

First Citizens Bank

www.firstcitizens.com

3711 Douglas Blvd.
Roseville, CA 95661
Map

916-218-3880


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