Financial Planners in Roseville, CA

Gallina LLP - Financial Planners
(916) 784-7800
925 Highland Pointe Dr Ste 450
Roseville, CA 95678
CLOSED NOW

Robby and Gallina tax services is the epitome of professionalism and the standard in the market place"

Stifel | Patrick L. Hassna - Financial Planners
(916) 626-3322
1420 Rocky Ridge Dr Ste 340
Roseville, CA 95661
CLOSED NOW

Best financial advisor if Jonathan Wilson! He takes great care of our money and is very accessible! We have had a very pleasant, work relationship with him and he is always…

Charles Schwab - Financial Planners
(916) 789-2100
3741 Douglas Blvd Ste 190
Roseville, CA 95661
CLOSED NOW

We went into Charles Schwab to gather information on their accounts. Their front office staff was very friendly and helpful. We were able to talk to an adviser within five…

Melton Financial Group - Financial Planners
(916) 772-2477
130 Diamond Creek Pl Ste 2
Roseville, CA 95747
CLOSED NOW

We have been very happy with the services provided by Melton Financial for many years now. They are always very helpful and professional!"

Wells Fargo Advisors - Financial Planners
(916) 789-0555
1504 Eureka Rd Ste 300
Roseville, CA 95661

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…

Zimmerman, Raymond, AGT - Financial Planners
(916) 784-8050
300 Harding Blvd
Roseville, CA 95678
CLOSED NOW

From Business: The advisor listed is an Ameriprise financial advisor in Roseville. Comments are not verified, may not be accurate and are not necessarily representative of the…

Bradley Baer - Thrivent - Financial Planners
(916) 789-9200
508 Gibson Dr Ste 120A
Roseville, CA 95678
CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Bradley Baer is committed to providing…

Solera Asset Managers - Financial Planners

8. Solera Asset Managers

Years in Business Icon
10 Years
in Business
BBB Rating Icon
Accredited
Business
Amenities:
Wheelchair accessible
(916) 672-9600
1504 Eureka Road, Suite 390
Roseville, CA 95661
CLOSED NOW

From Business: At Solera, we have one focus, Risk Management. Our specific approach aims to protect your account against catastrophic loss and yet still grow your portfolio by…

Edelman Financial Engines - Financial Planners
(833) 752-6333
2130 Professional Dr Ste 190
Roseville, CA 95661
CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you…

Kable Doria - Branch Manager, Ameriprise Financial Services - Financial Planners
(916) 380-3176
1420 Rocky Ridge Dr Ste 200
Roseville, CA 95661
OPEN NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Stan Leavitt - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(916) 787-4200
1420 Rocky Ridge Dr Ste 200
Roseville, CA 95661
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

David Pratt - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(916) 787-4181
1420 Rocky Ridge Dr Ste 200
Roseville, CA 95661
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(916) 380-3175
1420 Rocky Ridge Dr Ste 200
Roseville, CA 95661
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

The Chandler Group - Ameriprise Financial Services - Financial Planners
(916) 380-3197
1420 Rocky Ridge Dr Ste 200
Roseville, CA 95661
CLOSED NOW

From Business: At The Chandler Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

Steve Harris - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(916) 787-5985
1420 Rocky Ridge Dr Ste 200
Roseville, CA 95661
OPEN NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Paul K Wheeler - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(916) 784-2240
1420 Rocky Ridge Dr Ste 160
Roseville, CA 95661

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Steven Hudgins - Stifel - Financial Planners
(916) 626-3322
1420 Rocky Ridge Dr Ste 340
Roseville, CA 95661
CLOSED NOW

From Business: We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our…

Barber Kenes Retirement Solutions - Ameriprise Financial Services - Financial Planners
(844) 803-0578
1420 Rocky Ridge Dr Ste 200
Roseville, CA 95661
CLOSED NOW

From Business: At Barber Kenes Retirement Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your…

Tom Chandler - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(916) 380-3197
1420 Rocky Ridge Dr Ste 200
Roseville, CA 95661
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Michael Fredrick - Financial Advisor, Ameriprise Financial Services - Financial Planners
(925) 356-7600
1420 Rocky Ridge Dr Ste 160
Roseville, CA 95661

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Stanley Leong - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(916) 783-1545
1700 Eureka Rd Ste 110
Roseville, CA 95661
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

First Command Financial Advisor - Matthew McDuff - Financial Planners
(916) 567-9600
2267 Lava Ridge Ct Ste 125
Roseville, CA 95661
CLOSED NOW

From Business: Matthew McDuff joined First Command Financial Services as a Financial Advisor in June 2022, following a 26-year career in the United States Army, where he…

First Command Financial Advisor - Justin Barrett - Financial Planners
(916) 567-9600
2267 Lava Ridge Ct Ste 125
Roseville, CA 95661
CLOSED NOW

From Business: Justin Barrett joined First Command Financial Services as a Financial Advisor in November 2016, following a 21-year career in the United States Air Force, where…

First Command - Financial Planners
(916) 567-9600
2267 Lava Ridge Ct Ste 125
Roseville, CA 95661
CLOSED NOW

From Business: First Command's Financial Advisors in Sacramento, CA are committed to serving our Nation's military families in their pursuit of financial security. Keeping you…

Violetta Terpeluk - Financial Advisor, Ameriprise Financial Services - Financial Planners
(916) 787-9988
2260 Douglas Blvd Ste 200
Roseville, CA 95661
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Edelman Financial Engines - Financial Planners
(833) 752-6333
2901 Douglas Blvd Ste 250
Roseville, CA 95661
CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you…

Merrill Lynch Wealth Management - Financial Planners
(916) 774-8000
2998 Douglas Blvd Ste 290
Roseville, CA 95661
OPEN NOW

From Business: Welcome to Merrill Lynch in Roseville, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…

Chris Santi - Financial Advisor, Ameriprise Financial Services - Financial Planners
(916) 677-1640
3741 Douglas Blvd Ste 290
Roseville, CA 95661
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Stephanie Kerns - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(916) 677-1640
3741 Douglas Blvd Ste 290
Roseville, CA 95661
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Heather Smart - Financial Advisor, Ameriprise Financial Services - Financial Planners
(916) 677-1640
3741 Douglas Blvd Ste 290
Roseville, CA 95661
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

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