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Showing 1 - 12 of 32 results
ALLWORTH FINANCIAL, LP
ALLWORTH FINANCIAL, LP
Folsom, California
201-500 employees
Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087
Retirement Benefits Rank
Market Leading
SIERRA INVESTMENT PARTNERS, INC.
SIERRA INVESTMENT PARTNERS, INC.
Vacaville, California
500+ 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
SCB VENTURES, LLC
SCB VENTURES, LLC
Roseville, California
1-10 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
LARSEN WURZEL & ASSOCIATES, INC.
LARSEN WURZEL & ASSOCIATES, INC.
Sacramento, California
11-50 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
VAN HULZEN ASSET MANAGEMENT, LLC
VAN HULZEN ASSET MANAGEMENT, LLC
El Dorado Hills, California
11-50 employees
Van Hulzen Financial Advisors is located in Sacramento CA is comprised of CFPs, financial advisors, retirement planners, and 401k advisors here to help you find financial success.
Retirement Benefits Rank
Market Leading
PARKSHORE WEALTH MANAGEMENT
PARKSHORE WEALTH MANAGEMENT
Granite Bay, California
1-10 employees
Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want. With an office in Roseville, California, we’re a family-owned firm that takes a personal approach to working with people like you. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire. For more than three decades, we’ve helped people manage their investments and taxes. Today, we offer a comprehensive array of financial services, so you can get answers to your financial questions and move forward with confidence.
Retirement Benefits Rank
Market Leading
GASBER FINANCIAL ADVISORS, INC.
GASBER FINANCIAL ADVISORS, INC.
Folsom, California
1-10 employees
•Fee only financial planning •Establish, trade and reconcile client accounts •schedule, review and calculate retirement plan distributions
Retirement Benefits Rank
Top Benefits
INTERLOC SOLUTIONS INC
INTERLOC SOLUTIONS INC
Folsom, California
51-200 employees
Interloc is 100% dedicated to helping clients realize the greatest potential from their IBM Maximo investment. Interloc an accredited IBM Platinum Business Partner with deep expertise and offerings in Maximo, application hosting, and our award-winning Mobile Informer solution. Interloc has been recognized multiple times for our consulting services practice excellence and our innovative, next generation mobility products for IBM Maximo, being named winner of three IBM Business Partner awards and multiple Reliabilityweb awards for Best Maximo Implementation and Best Maximo Mobility Solutions. Winner: 2013 ISM Library Solution Excellence 2012 Best of Show 2012 Smarter Planet for Asset Management Finalist 2014 Beacon Award for Mid-Sized Businesses 2013 Beacon Award for Optimizing the World's Infrastructure 2013 Best of Show 2013 Best Asset and Facilities Management Faster Maximo value with leading edge technology Taking Maximo business transformation to a whole new level with technology expertise. Interloc can harness Maximo for your industry requirements providing a complete range of award winning services: • Business transformation processes • IBM and Industry award winning services • Industry solutions • 24 x 7 support desk • Technical support tools • Implementation • GIS • ERP integration • Upgrades • Reports • Training • ACM • Linear • HS & E • Calibration Extending Maximo value with innovative solutions Solutions that make business sense. Every project. Every day. SCCD — Unify IT and Business Assets — Managed on one platform Mobility Solutions — Award-winning, next generation Mobile Informer and Interloc Mailer Industry Specific Answers– Award winning Oil & Gas and Transportation solutions Technical Tools — Smarter consulting practices — JUnit, Data Loader, Release Manager
Retirement Benefits Rank
Market Laggard
BROWN FINANCIAL SERVICES GROUP
BROWN FINANCIAL SERVICES GROUP
Sacramento, California
1-10 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
1-10 employees
Clair Financial is a company based out of ROSEVILLE, CA, United States.
Retirement Benefits Rank
Top Benefits
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ABOUND FINANCIAL, LLC
ABOUND FINANCIAL, LLC
Granite Bay, California
1-10 employees
We’re a wealth management company based in the Sacramento region. We’ve been proudly serving local families for over 20 years. Our strong, energetic team and broad experience enables us to connect to all generations, from creating tax-optimized retirement income strategies for those in and approaching retirement, to giving personalized, experienced help to professionals planning for the future. We’re proud of our knowledge and abilities as a team, and we focus on our customers – not processes, and not our internal interests. We know that in a world of uncertainty, our customers need a company that can confidently navigate change. We are that company. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit http://www.liveabound.com.
Retirement Benefits Rank
Top Benefits
AMERICAN RIVER WEALTH MANAGEMENT LLC
AMERICAN RIVER WEALTH MANAGEMENT LLC
Rancho Cordova, California
1-10 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
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