Any recommendations on financial/investment advisers? We are willing to go to Sacramento if necessary for the right person
Victoria B. replied:
Hullen Accountancy in Roseville. They are very knowledgeable, nice, and ethical.
Michael R. replied:
Try Western Sierra here in Auburn by staples
Stacey K. replied:
Waddell & Reed, John-Paul Kauinana. His Office is in Sacramento, near the Arden Mall. However he services clients in the Auburn / Colfax area and is up there in the Auburn/Colfax Area on Tuesdays and Thursday. http://www.sacramentoadvisors.wrfa.com/John-Paul-Kauinana.e542227.htm
David M. replied:
Melinda, a friend mentioned you may be looking for a financial advisor in Auburn. I can answer any questions you may have about working with a financial advisor if you would like to chat. My office number is: (530) 885-8866. Best Regards, Dave
Corey C. replied:
Shawn Davis at http://www.davisfinancialadvisors.com/ off Nevada St. He has a radio program on several local stations you can check out, too.
Kathy P. replied:
David McHugh is your guy! He is currently helping us tremendously with a difficult situation with my mother in law, but he is also working with us so my son doesn't have to struggle when my hubby and I get older. Dave considers all aspects of your situation, and in my opinion most importantly, affordability! He sets you up so you can afford to plan ahead without breaking your bank. He's also very involved in our community.
Tammy S. replied:
I have heard that Hanson McClean in Roseville is good. But I haven't personally used them.
Tracy S. replied:
David McHugh I need your services too. 530-210-7646 Email: tracyandwes@yahoo.com
Jackie W. replied:
Natalie Litchfield with Edward Jones is AMAZING!!
Mick C. replied:
Preston Daniells with Myers Investment/RW Baird he awesome, thorough and trustworthy! (530) 271-3000
Tara H. replied:
I work at Placer Summit Financial Group. Check us out at www.placersummit.com Would love to talk with you.
Renee B. replied:
Natalie Litchfield with Edward Jones in Auburn is the best!
Brooke P. replied:
Tammie Sandigo...is amazing! She's in Shingle Springs. I own my own in home business and she takes care of it all for me. ;)
I am looking for Insurance Agent that writes commercial policies. I would prefer a Broker that can place with Liberty Mutual, but also want to be price sensitive. ...
Erin B. replied:
Dan Ryan Pexa Insurance Agency 1221 Pleasant Grove Blvd., # 180 Roseville,CA 95678 (916) 672-1970