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Showing 1 - 12 of 31 results
SIERRA INVESTMENT PARTNERS, INC.
SIERRA INVESTMENT PARTNERS, INC.
Vacaville, California
1-24 employees
Vacaville, California is located in northern Solano County, midway between San Francisco and Sacramento. The City's rich history has transformed the community from a small agricultural town into a thriving and progressive city; now a diverse population of 100,000 residents who pride themselves on a high level of community involvement. While the City’s population history and demographics show its rapid growth, Vacaville had maintained its small town charm. Affordable housing, quality schools, a wide array of youth activities, and numerous community events contribute to making Vacaville a family-oriented city. Residents of all ages participate in organized sports leagues year-round. There are also high quality recreation programs for all ages, and state-of-the-art public recreation facilities, including a community pool with water slides and a diving well, ball fields, and a skateboard park. Numerous community events throughout the year provide fun for the entire family, including the annual Fiesta Days and Fourth of July celebrations, concerts during the summer at the downtown Creekwalk, and the “Merriment on Main” festivities during the holiday season. With Vacaville’s central location, residents can “day trip” to beaches, Lake Tahoe, and the Napa wine country. For those who want to stay local, Lagoon Valley Park provides the opportunity to fish, hike, and sail in a scenic, natural setting. Other options include enjoying the downtown with a stroll along the beautiful Creekwalk, catching a movie, or hitting the ice at the skating center. Residents and visitors enjoy an expanding choice of restaurants in the revitalized, historic downtown, and some of the best shopping in the area with a thriving retail district along Interstate 80 that includes one of the largest factory outlet complexes in California. Go to CityofVacaville.gov/SMP for our Social Media Policy.
Retirement Benefits Rank
Top Benefits
HENNESSY ADVISORS, INC.
HENNESSY ADVISORS, INC.
Novato, California
1-24 employees
Hennessy Advisors, Inc. is the publicly traded investment manager of the Hennessy Funds. Offering a broad range of mutual funds, with an unwavering commitment to always put shareholders first. The company serves clients with integrity, honesty and candor. Hennessy Advisors' strength lies in their disciplined investment style and commitment to managing their mutual funds for the benefit of their shareholders.
Retirement Benefits Rank
Market Leading
SCB VENTURES, LLC
SCB VENTURES, LLC
Roseville, California
25-49 employees
At SC Ventures, we are an independent sponsor, investor, management executives, and Board Directors to companies in need of renewal and growth strategies, with a specific focus on B2B companies where technology can aid in greater efficiency. We bring insight into culture and process as part of our effort to transform businesses and recognize that operational revitalization begins with a combination of people and capital. Some of our activities include: • Interim President of Patient Planning Services, a healthcare software business providing psychosocial solutions to healthcare clients nationwide, including Mt. Sinai, Rocky Mountain Cancer Centers, and Memorial Sloan Kettering. Leading operational turnaround, growth strategy into new products, and selection of a permanent CEO. Brought in by the Board. • Advisor to the Board of Sellas Life Sciences Group, a clinical stage drug development company. Led operational processes during the company’s reverse merger and helped set up the public company Board of Directors, including hiring of CFO, General Counsel, and investment management firm. Brought in by major shareholder in Europe. • Portfolio Manager for Patriarch Partners, a $4B distressed private equity firm. Oversaw 8 companies in the portfolio in the consumer products and manufacturing sectors. Directed operational strategy in the interest of the primary secured creditor for each company. • Consultant to the United States Army merger of $3.5B program of record with similarly sized program at the Navy. Managed teams that included program, contract, logistics, and technology management for products deployed in over 170 countries. • Investor and manager as CEO of Affinitel, a telecommunications company headquartered in San Francisco with several thousand business customers, including the California Highway Patrol, Safeway, Rite Aid, and Wells Fargo. Delivered 100% revenue growth, over 200% cash flow growth, paying off debt 3.5 years ahead of schedule.
Retirement Benefits Rank
Top Benefits
WILLOW CREEK WEALTH MANAGEMENT, INC.
WILLOW CREEK WEALTH MANAGEMENT, INC.
Sebastopol, California
1-24 employees
Providing independent wealth management services for individuals, families, and businesses. Learn more at willowcreekwealth.com.
Retirement Benefits Rank
Top Benefits
LARSEN WURZEL & ASSOCIATES, INC.
LARSEN WURZEL & ASSOCIATES, INC.
Sacramento, California
1-24 employees
Larsen Wurzel & Associates, Inc. is an independent public finance and management consulting firm based in Sacramento, California. Our mission is to provide public finance, project management, and financial consulting services to public sector entities with the goal of efficiently and cost effectively implementing public improvements and services.
Retirement Benefits Rank
Top Benefits
J. WOOD CAPITAL ADVISORS LLC
J. WOOD CAPITAL ADVISORS LLC
Santa Rosa, California
1-24 employees
J. Wood Capital Advisors LLC ("JWCA"​) is an advisory firm and registered broker dealer focused solely on providing capital structure help and solutions to U.S. corporations. We are an independent firm, without the conflicts inherent in the traditional investment banking model. Our objective is to deliver advice to public companies on capital structure; then, empower them to raise capital in a smarter, more efficient manner. Focused and unbiased advice.
Retirement Benefits Rank
Market Competitive
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BROWN FINANCIAL SERVICES GROUP
BROWN FINANCIAL SERVICES GROUP
Sacramento, California
1-24 employees
Browns Financial Group is a design company based out of 1930 Del Paso Rd, Sacramento, CA, United States.
Retirement Benefits Rank
Market Leading
ST. CLAIR FINANCIAL
ST. CLAIR FINANCIAL
Roseville, California
1-24 employees
Clair Financial is a company based out of ROSEVILLE, CA, United States.
Retirement Benefits Rank
Market Leading
VINTAGE WEALTH ADVISORS
VINTAGE WEALTH ADVISORS
Napa, California
1-24 employees
Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities. Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org www.sipc.org.) Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management and Vintage Wealth Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have no been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.vintage-wealth.com. For questions please e-mail us at [email protected].
Retirement Benefits Rank
Below Market
5T WEALTH, LLC
5T WEALTH, LLC
Napa, California
1-24 employees
We at 5T Wealth provide a broad range of services from actively managing client’s financial assets to assisting them in achieving their long-term goals and objectives related to total wealth management, including tax planning, succession and estate planning solutions. 5T Wealth, LLC is an independent investment advisor registered with the Securities and Exchange Commission (SEC). 5T Wealth is not affiliated with any broker/dealer or other institution. Therefore, we have total independence to be your advocate.
Retirement Benefits Rank
Market Leading
AMERICAN RIVER WEALTH MANAGEMENT LLC
AMERICAN RIVER WEALTH MANAGEMENT LLC
Rancho Cordova, California
1-24 employees
Roderic Craig, Mike Mcdonald, Robert Christiansen and Rodney Spradlin along with tax professional Sid Norton joined forces this year to create American River Wealth Management. Each one of our advisers has at at least 20 years of experience. We have three locations to serve our clients. Our clients understand that working with us is a long-term partnership and that through honest, transparent communication, we can help them take control of their financial future. We take care of our clients’ financial lives so they can spend more time doing the things they love. Our investment strategies are personalized for each client depending on their situation and goals. Some questions we help our clients answer may be: When can I retire? What’s the risk in my investment portfolio? Can I afford to send my child to college? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Should I consider long-term care insurance? How can I create a steady stream of income that lasts through retirement? How can I get the most out of my 401(k) and/or IRAs? Our goal is to manage the money that our clients can’t afford to lose. We are a fiduciary firm, meaning that we always act with the clients’ best interests in mind. We aren’t concerned about making a sale as much as we are concerned about helping our clients succeed. By offering education, excellent customer service, and ongoing guidance, we seek to help them pursue financial independence. American River Wealth Management Main Office: 3100 Zinfandel Dr. Suite #280 Rancho Cordova, CA 95670 Phone: (916) 362-4107 X 5118 Cell: (916) 799-9738 Fax: (916) 362-7706 Reno Office: 1301 North McCarran Blvd. Suite #102 Sparks, NV 89431 Phone: (775) 359-3223 Fax: (775) 359-0787 Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA SIPC, Cetera is under separate ownership from any other named entity. , CA Insurance License#0B95690 NV #3237230
Retirement Benefits Rank
Below Market
UP CAPITAL MANAGEMENT, INC.
UP CAPITAL MANAGEMENT, INC.
Roseville, California
1-24 employees
Registered Investment Advisor, specializing in high net worth private investors and private business pension funds.
Retirement Benefits Rank
Below Market
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