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

COVERED EDGE Asset Management, LLC

www.coverededge.com

P O Box 665
Roseville, CA 95678
Map

916-802-1657

  • FINANCE

$$ Member to Member Discounts $$Profile

Primerica - Phil Lopez

www.primerica.com/boyinglopez

Primerica believes in financial education for everyone. We believe that there are no “secrets” to financial security and that financial education isn't just for the wealthy. Primerica's goal is to educate hardworking, Main Street families - just like your employees - on simple concepts that can change their financial future forever.

3090 Fite Circle
Sacramento, CA 95827
Map

916-704-7144
916-572-3379
Fax: 866-215-6791
Email: boyinglopez@gmail.com

  • FINANCE

Profile

Primerica Financial - Joann Caetano

www.primerica.com

Primerica helps families with critical areas of their finances, including:

Protection Management
Educating clients about the need for income in the absence of a breadwinner.

Asset Management
Helping families increase their savings.

Debt Management
Assisting clients in reducing or eliminating debt to free up money for important financial needs.

Income Management
Offering families the chance to increase their income, run their own business and build a legacy for their families.

6939 Sunrise Blvd. Ste. 220
Citrus Heights, CA 95610
Map

916-532-7577 cell

  • FINANCE

Profile

Safe Harbor Pension & Wealth

www.safeharborpw.com

1504 Eureka Rd., Ste. 230
Roseville, CA 95661
Map

877-251-6085

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

Profile

Wedbush Securities

www.wedbush.com/drugilbert

Founded in 1955, Wedbush Securities is one of the largest, private independent broker dealers in the nation. We specialize in providing brokerage and advisory services to both institutional and private clients through 85 regional offices.

1490 Stone Point Dr., Ste. 150
Roseville, CA 95661
Map

916-784-9900
Fax: 916-784-9925

  • FINANCE

Profile

Wells Fargo Advisers, LLC

1504 Eureka Rd., Ste. 300
Roseville, CA 95661
Map

916-789-0555

  • FINANCE

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