Business Directory

FINANCE

Finance encompass a variety of businesses that deal with money management. These include many different kinds of organizations such as banks, investment companies, credit card companies, insurance companies and even government programs. Finance can also refer to the services and products that money management organizations offer to the public.

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COVERED EDGE Asset Management, LLC

www.coverededge.com

P O Box 665
Roseville, CA 95678
Map

916-802-1657

  • FINANCE

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Edward Jones - Fred Jackson, Financial Advisors

www.edwardjones.com

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.

970 Reserve Dr., Ste. 150
Roseville, CA 95678
Map

916-782-7651

  • INVESTMENT SECURITIES
  • FINANCIAL SERVICES & RETIREMENT PLANNING
  • FINANCE
  • RETIREMENT PLANNING SERVICES

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Heartland - Business Solutions - Kenneth Guy

Heartland - Business Solutions - Kenneth Guy

www.heartlandpaymentsystems.com

PAYMENT PROCESSING
Heartland provides fair, transparent pricing and data security that sets the industry standard. Benefits include Heartland Secure™, no hidden fees, next day funding, 24/7 U.S. based Customer Service, free annual review and single point of contact local representation.

PAYROLL SERVICES
Whether you are looking for a turnkey payroll service for your expanding employee base or offering a 401(k) for the first time, our full-service employee payroll services and HR services for all businesses offers reliable solutions you can trust.

FINANCING
Small business owners face multiple hurdles securing loans. That’s why we’ve developed the best lending solutions in the market-to get you the funds you need, when you need them-at the most reasonable rates possible.

MARKETING SERVICES
Heartland helps you acquire more loyal customers with our innovative gift card program. You can personalize your own gift cards, offer reloading capabilities and use a card-not-present program.  Additional Marketing and Advertising Services available in some areas.

A Free one hour initial consultation is available.

 

916-698-3060
Email: kenneth.guy@e-hps.com

  • MERCHANT SERVICES
  • MARKETING
  • FINANCE

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Integrity Financial Group

www.integritybusinessplanning.com

MEMBER TO MEMBER DISCOUNT: Free preliminary evaluation of your financial situation, also including budget review. (1 Hour Consultation Limit)

5726 Lonetree Blvd.
Rocklin, CA 95765
Map

916-626-3373

  • FINANCIAL PLANNING AND INVESTMENT SERVICES
  • FINANCE

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Morgan Stanley

http://www.morganstanleyfa.com/thebeemangroup

1478 Stone Point Dr., Ste. 500
Roseville, CA 95661
Map

916-788-9462

  • FINANCIAL PLANNING AND INVESTMENT SERVICES
  • FINANCE

Profile

Primerica Financial - Joann Caetano

www.primerica.com

Primerica helps families with critical areas of their finances, including:

Protection Management
Educating clients about the need for income in the absence of a breadwinner.

Asset Management
Helping families increase their savings.

Debt Management
Assisting clients in reducing or eliminating debt to free up money for important financial needs.

Income Management
Offering families the chance to increase their income, run their own business and build a legacy for their families.

6939 Sunrise Blvd. Ste. 220
Citrus Heights, CA 95610
Map

916-532-7577 cell

  • FINANCE

Profile

Primerica-Felipe "Boying" Lopez

www.primerica.com/boyinglopez

Primerica believes in financial education for everyone. We believe that there are no “secrets” to financial security and that financial education isn't just for the wealthy. Primerica's goal is to educate hardworking, Main Street families - just like your employees - on simple concepts that can change their financial future forever.

MEMBER TO MEMBER DISCOUNT: FREE Financial Needs Analysis valued at over $800

1050 Opportunity Dr., Ste. 145
Roseville, CA 95678
Map

916-704-7144
916-572-3379
Fax: 866-215-6791
Email: boyinglopez@gmail.com

  • FINANCE
  • INSURANCE - HEALTH & LIFE

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Safe Harbor Pension & Wealth

www.safeharborpw.com

1075 Creekside Ridge, Ste. 260
Roseville, CA 95678
Map

877-251-6085

  • FINANCIAL PLANNING AND INVESTMENT SERVICES
  • FINANCIAL PLANNING & SERVICES
  • FINANCE
  • FINANCIAL SERVICES & RETIREMENT PLANNING

Profile

Wedbush Securities

www.wedbush.com/drugilbert

Founded in 1955, Wedbush Securities is one of the largest, private independent broker dealers in the nation. We specialize in providing brokerage and advisory services to both institutional and private clients through 85 regional offices.

1490 Stone Point Dr., Ste. 150
Roseville, CA 95661
Map

916-784-9900
Fax: 916-784-9925

  • FINANCE

Profile

Wells Fargo Advisers, LLC

1504 Eureka Rd., Ste. 300
Roseville, CA 95661
Map

916-789-0555

  • FINANCE

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