Stifel | Patrick L. Hassna

Main: (916) 626-3322
Fax: (916) 626-3113
1420 Rocky Ridge Drive, Suite 340, Roseville, California, 95661

Business hours

Monday 8:00am to 5:00pm
Tuesday 8:00am to 5:00pm
Wednesday 8:00am to 5:00pm
Thursday 8:00am to 5:00pm
Friday 8:00am to 5:00pm
Saturday Closed
Sunday Closed

About us

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 owners plan for their financial futures, my mission is to provide honest, sensible guidance and sincere, personal service.

I employ a strong service model, where trust is earned and designed to last for the long term. I treat all of my clients as if they were my own family and am here to help you on your journey toward building a proud legacy for yourself, your business, and your loved ones.

Call Today

Tags Financial Planning, Business Financial Planning, Investment Strategies, Legacy Planning, Retirement Planning
Products Tax Management, Accumulation & Wealth Management, Annuities, Individual and Business Retirement Programs

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