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State DirectoryFinancial Planners in Newcastle, CA
32. Stifel | Patrick L. Hassna
1420 Rocky Ridge Dr Ste 340, Roseville, CA, 95661
From Business: You've worked hard for your wealth. Now it's time to manage it with an eye to the future. When it comes to helping hard-working, successful individuals, families, and business…
33. Gallina LLP
925 Highland Pointe Dr Ste 450, Roseville, CA, 95678
From Business: Operational since 1972, Gallina LLP is a regional accounting and bookkeeping firm. Located in Roseville, Calif., it offers services, such as accounting, auditing, tax…
36. Bradley Baer - Thrivent
508 Gibson Dr Ste 120A, Roseville, CA, 95678
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 financial advice,…
37. Chris Santi - Financial Advisor, Ameriprise Financial Services
3741 Douglas Blvd Ste 290, 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 those goals can…
38. Monika Reyes - Private Wealth Advisor, Ameriprise Financial Services
3741 Douglas Blvd Ste 290, 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 those goals can…
39. Cody O'Keefe - Private Wealth Advisor, Ameriprise Financial Services
3741 Douglas Blvd Ste 290, 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 those goals can…
40. Rhonda Hamil - Financial Advisor, Ameriprise Financial Services
3741 Douglas Blvd Ste 290, 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 those goals can…
41. Angela Parker - Financial Advisor, Ameriprise Financial Services
3741 Douglas Blvd Ste 290, 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 those goals can…
42. Kristin Redman - Financial Advisor, Ameriprise Financial Services
3741 Douglas Blvd Ste 290, 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 those goals can…
43. Kable Doria - Branch Manager, Ameriprise Financial Services
1420 Rocky Ridge Dr Ste 200, 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 those goals can…
44. John Thomas Patton - Associate Manager, Ameriprise Financial Services
1420 Rocky Ridge Dr Ste 200, 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 those goals can…
45. David Pratt - Private Wealth Advisor, Ameriprise Financial Services
1420 Rocky Ridge Dr Ste 200, 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 those goals can…
46. Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services
1420 Rocky Ridge Dr Ste 200, 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 those goals can…
47. The Chandler Group - Ameriprise Financial Services
1420 Rocky Ridge Dr Ste 200, Roseville, CA, 95661
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 important. Of…
48. Steve Harris - Private Wealth Advisor, Ameriprise Financial Services
1420 Rocky Ridge Dr Ste 200, 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 those goals can…
49. Paul K Wheeler - Private Wealth Advisor, Ameriprise Financial Services
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 those goals can…
50. Rachelle Nguyen - Financial Advisor, Ameriprise Financial Services
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 those goals can…
51. Ernesto Crisologo - Financial Advisor, Ameriprise Financial Services
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 those goals can…
52. Steven Hudgins - Stifel
1420 Rocky Ridge Dr Ste 340, Roseville, CA, 95661
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 goals-based approach…
53. Barber Kenes Retirement Solutions - Ameriprise Financial Services
1420 Rocky Ridge Dr Ste 200, Roseville, CA, 95661
From Business: At Barber Kenes Retirement Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
54. Tom Chandler - Private Wealth Advisor, Ameriprise Financial Services
1420 Rocky Ridge Dr Ste 200, 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 those goals can…
55. Michael Fredrick - Financial Advisor, Ameriprise Financial Services
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 those goals can…
56. Hunter & Renfro LLP
1013 Galleria Blvd Ste 205, Roseville, CA, 95678
From Business: Your Expert for Tax Compliance & Controversy, Financial Accounting, Assurance & Financial Statements, Forensic Analysis & Litigation Support, Business Planning, Advisory &…
57. Merrill Lynch Wealth Management
2998 Douglas Blvd Ste 290, Roseville, CA, 95661
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 and investment…
58. Edelman Financial Engines
2901 Douglas Blvd Ste 250, Roseville, CA, 95661
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 want to be. With…
59. Solera Asset Managers
1504 Eureka Road, Suite 390, Roseville, CA, 95661
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 utilizing a…
Wheelchair accessible60. First Command Financial Advisor - Matthew McDuff
2267 Lava Ridge Ct Ste 125, Roseville, CA, 95661
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 attained the rank of…