5406 Sunrise Blvd, Suite 2, Citrus Heights, California, 95610
Main:
(209) 890-1742
Fax:
(209) 728-2487
Call Today
Finance & Insurance > Financial Planning & Investments
Brian is a Financial Advisor and Stock Broker who is an Insurance Licensed Professional and Business Consultant. He holds FINRA Licenses Series 7 and Series 66. Brian enjoys an opportunity to help owners with business plan writing, business development, and trademarking and patent filing as well as Financial Planning to help build, manage and preserve wealth. Retirement Planning is a critical part of life. Brian works closely with Tax Professionals, Enrolled Agents, CPA's and Estate Planning Attorneys. Brian has created a network of professionals to help you eliminate the fears of out living your money.
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
Tags: Financial Advisor, Financial Planning & Investments, Wealth Management & Preservation, Insurance Planning, Estate and Legacy Planning
Products: Retirement planning (IRA'S/Pensions/401k's/403b's), Stocks/Bonds, Annuity Products, Life & Health Insurance, Long Term Care and Disability Insurance
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