California > Roseville Yellow Pages > Finance > Investment Services & Advisors

Roseville Investment Services & Advisors

Local Businesses: 118 [Showing 1-100 of 118]

Aaa Property Management

8775 Sierra College Boulevard Suite 200
Roseville, CA 95661-5985
(916) 899-6866 +view more
Michael Overhoff (Manager)
Products: Houses, Real Estate, Futures
Services: Asset Management, Association Management, Cash Management, Commercial Property…
Categories: Investment Management Services, Real Estate Rentals, Property Management Companies, Real Estate Appraiser, Real Estate Management

Advantage Financial Group

2200 Douglas Boulevard Suite 110a
Roseville, CA 95661-4201
(916) 789-8400
Services: Financial Planning, Income Planning, Tax Planning
Categories: Financial Planning Consultants

Advisors Lynch Financial

1700 Eureka Road Suite 155
Roseville, CA 95661-7786
(916) 772-3103 +view more
Categories: Business Services, Investment Services & Advisors

Alpha Omega Investment Services

2428 Professional Drive Suite 200
Roseville, CA 95661-7776
(916) 740-1790
Categories: Investment Services & Advisors

America 1St Capital Management

8150 Sierra College Boulevard
Roseville, CA 95661-9414
(916) 787-9940
Categories: Security Brokers & Dealers

American Providers Insurance Services

3741 Douglas Boulevard Suite 250
Roseville, CA 95661-4258
(916) 751-2440 +view more
Merrill Waters (Owner)
Categories: Insurance Carriers, Financial Planning Consultants

Ameriprise Financial

1420 Rocky Ridge Drive Suite 200
Roseville, CA 95661-2835
(916) 789-9393
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

2260 Douglas Boulevard Suite 245
Roseville, CA 95661-4208
(916) 787-9988
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

1223 Pleasant Grove Boulevard Suite 100
Roseville, CA 95678-6991
(916) 784-2240
Categories: Financial Planning Consultants

Ameriprise Financial

Roseville, CA 95661
(916) 380-3170
Categories: Financial Planning Consultants

Ameriprise Financial

AMERICA'S LEADER IN FINANCIAL PLANNING
22677 Lava Ridge Court
Roseville, CA 95661
(916) 677-1640
Stanley Leong (Manager)
Products: Iras, Life Insurance, Mutual Funds, Stocks, Equities, Individual Retirement…
Services: Consultations, Auto Insurance, Banking, Brokerage Services, Disability Insurance,…
Categories: Financial Services, Financial Planning Consultants

Ameritas Investment Corp (Aic)

2530 Douglas Boulevard Suite 170
Roseville, CA 95661-3990
(916) 771-4142 +view more
Tim Dias (Owner)
Categories: Financial Services, Financial Planning Consultants, Security Brokers & Dealers

Anderson Richard T

Roseville, CA 95661
(916) 784-9330
Richard Anderson
Categories: Financial Planning Consultants

Axa Equitable

Roseville, CA 95661
(916) 780-9200
Categories: Financial Planning Consultants

Barca International Investments Usa & Italy

275 Folsom Road
Roseville, CA 95678-2700
(916) 783-0200
Categories: Security Brokers & Dealers

Barca Investment Trusts Usa - Barca Investment Trusts Usa

Roseville, CA 95661
(916) 783-0200
Categories: Security Brokers & Dealers

Behl Financial Services Inc

2271 Lava Ridge Court Suite 120
Roseville, CA 95661-3065
(916) 782-1948
Categories: Financial Planning Consultants

Better Financial Education

300 Harding Boulevard Suite 103
Roseville, CA 95678-2471
(916) 773-3509
Larry Frank (Manager)
Categories: Financial Services, Financial Planning Consultants

Blonskij Servic Financial

775 Sunrise Avenue Suite 250
Roseville, CA 95661-4528
(916) 786-6474
Categories: Pension Health & Welfare Funds, Security Brokers & Dealers

Capital Investment Management Group Inc

2270 Douglas Boulevard Suite 205
Roseville, CA 95661-4239
(916) 797-8500
Sean Lehmann (Owner)
Categories: Investment Management Services

Capital Management Foundation Of North America

Roseville, CA 95661
(916) 774-1826
Categories: Investment Services & Advisors

Castellan Wealth Management

1891 East Roseville Parkway
Roseville, CA 95661-7973
(916) 787-1787
Categories: Investment Services & Advisors

Charles Schwab - Roseville

3013 Douglas Boulevard
Roseville, CA 95661-3846
(800) 435-4000
Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…
Services: Bonds, Brokerage Services, Consultations, Educational Planning, Estate Planning,…
Categories: Holding Companies, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Chartwell Holdings

3001 Douglas Boulevard Suite 330
Roseville, CA 95661-3853
(916) 787-2040
Categories: Investment Services & Advisors, Real Estate Investment Trusts

Christian Stanley Inc

1151 Galleria Boulevard
Roseville, CA 95678-1937
(916) 784-7400
Corey Pittman (Manager)
Categories: Security Brokers & Dealers

Cicotte John F Cfp - Lpl Financial

3741 Douglas Boulevard Suite 180
Roseville, CA 95661-4257
(916) 789-1200
John Cicotte (Cfp)
Categories: Financial Planning Consultants, Restaurants/Food & Dining

Clarion Partners

2990 Lava Ridge Court
Roseville, CA 95661-3057
(916) 782-1400
Categories: Investment Management Services

Davis Financial & Insurance Services

2999 Douglas Boulevard Suite 160
Roseville, CA 95661-4217
(916) 774-6285
A Dehayes (Principal)
Categories: Financial Services, Financial Planning Consultants

Deboer Financial Group

1013 Galleria Boulevard Suite 205
Roseville, CA 95678-1363
(916) 797-1888
Products: Commercial Loans, Home Loans, Business Loans, Commercial Financing, Real Estate
Services: Accounting, Asset Management, Bookkeeping, Business Services, Tax Services,…
Categories: Financial Services, Financial Planning Consultants

Diamond Creek Partners

130 Diamond Creek Place Suite 1
Roseville, CA 95747-5198
(916) 786-8158 +view more
Stephen Jardins (Owner)
Categories: Investment Services & Advisors, Security Brokers & Dealers

Diamond Oaks Llc

130 Diamond Creek Place
Roseville, CA 95747-5197
(916) 786-8158
Categories: Security Brokers & Dealers

Diversified Investments

Roseville, CA 95661
(916) 782-2224
Categories: Security Brokers & Dealers

E K Riley Investments Llc

Roseville, CA 95661
(916) 787-0520
Don Jacobs
Categories: Security Brokers & Dealers

Edward Jones

MAKING SENSE OF INVESTING
4021 Woodcreek Oaks Boulevard Suite 140
Roseville, CA 95747-6817
(916) 771-1085 +view more
Products: Agency Bonds, Bonds, Cds, Commodities, Corporate Bonds, Futures, Government…
Services: Asset Allocation, Banking, Bonds Issued, Brokerage Services, Budgeting, Business…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Adam F Chervenak

MAKING SENSE OF INVESTING
1805 Cirby Way Suite 7
Roseville, CA 95661-5533
(916) 791-7865
Products: Roseville Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Andrew R Chen

MAKING SENSE OF INVESTING
1430 Blue Oaks Boulevard Suite 130
Roseville, CA 95747-5156
(916) 772-1085
Products: Roseville Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Clark N Osterhout

MAKING SENSE OF INVESTING
9600 Fairway Drive Suite 140
Roseville, CA 95678-3547
(916) 782-1045
Products: Roseville Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Cody C Sloan

MAKING SENSE OF INVESTING
1259 Pleasant Grove Boulevard Suite 150
Roseville, CA 95678-6975
(916) 772-4114
Products: Roseville Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Gary Kneifl

MAKING SENSE OF INVESTING
3007 Douglas Boulevard Suite 145
Roseville, CA 95661-4220
(916) 791-5663
Products: Roseville Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jerry Newman

MAKING SENSE OF INVESTING
9205 Sierra College Boulevard Suite 190
Roseville, CA 95661-5995
(916) 784-1300
Products: Granite Bay Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Marty Mcdonald

MAKING SENSE OF INVESTING
8265 Sierra College Boulevard Suite 308
Roseville, CA 95661-9403
(916) 788-1400
Products: Granite Bay Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Rita S Jackson

MAKING SENSE OF INVESTING
970 Reserve Drive Suite 150
Roseville, CA 95678-1378
(916) 782-7651
Products: Roseville Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Troy J Hackney

MAKING SENSE OF INVESTING
800 Sunrise Avenue Suite D
Roseville, CA 95661-4575
(916) 784-2013
Products: Roseville Financial Advisor Investment Management Funds Investment Stock &…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Empyrion Wealth Management Inc

3741 Douglas Boulevard Suite 140
Roseville, CA 95661-4256
(916) 786-7626
Kim Foss (Manager)
Categories: Investment Services & Advisors

Faith Financial Planners

Roseville, CA 95661
(800) 863-5116
Categories: Financial Planning Consultants

Felice Investment Corporation

Roseville, CA 95661
(916) 774-1792
Categories: Security Brokers & Dealers

Fidelity Investments

1220 Roseville Parkway Suite 100
Roseville, CA 95678-3566
(916) 784-3649 +view more
Dave Taylor (Manager)
Products: Annuities, Mutual Funds
Services: Brokerage Services
Categories: Financial Planning Consultants, Security Brokers & Dealers

Financial Disciplines

531 Oak Street Suite 5
Roseville, CA 95678-2615
(916) 787-4541
Pamela Christensen (Owner)
Categories: Coaching Business & Personal, Financial Services, Financial Planning Consultants

Financial Network Investment

3741 Douglas Boulevard
Roseville, CA 95661-4256
(916) 751-2440
Categories: Financial Planning Consultants

Flaherty Capital Markets Inc

3007 Douglas Boulevard Suite 130
Roseville, CA 95661-4221
(916) 783-6600
Categories: Investment Bankers, Investment Management Services

Foothill Securities

1624 Santa Clara Drive Suite 250
Roseville, CA 95661-3553
(916) 782-9400 +view more
Bill Lawver (Owner)
Categories: Financial Services, Financial Planning Consultants, Security Brokers & Dealers

Frederick Mark D

2510 Douglas Boulevard
Roseville, CA 95661-3300
(916) 781-8722
Mark Frederick
Categories: Financial Services, Financial Planning Consultants

Gateway To Success Inc

130 Diamond Creek Place
Roseville, CA 95747-5197
(916) 772-2502
Categories: Financial Planning Consultants

Gbs Financial

3500 Douglas Boulevard Suite 170
Roseville, CA 95661-4280
(916) 781-4955
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Gedeon Jay Cfp

210 Estates Drive Suite 102
Roseville, CA 95678-2300
(916) 784-8080
Jay Gedeon (Cfp)
Products: Annuities, Bonds, Cds, Mutual Funds, Stocks, 403 B, Defined Benefit, Defined…
Services: Consultations, Asset Allocation, Asset Management, Banking, Beneficiaries,…
Categories: Financial Planning Consultants

Grahl S Colin Cfp-Westlake Grahl Glover

2267 Lava Ridge Court
Roseville, CA 95661-3062
(916) 677-1640
Categories: Business Services, Investment Services & Advisors

Granite Bay Asset Management

Roseville, CA 95661
(916) 780-5296
Categories: Investment Services & Advisors

Granite Bay Financial Strategy

5 Sierra Gate Plaza Suite 340
Roseville, CA 95678-6600
(916) 780-5296
Gene Williams (Manager)
Categories: Security Brokers & Dealers

Granite Funding Group

2130 Professional Drive Suite 220
Roseville, CA 95661-3780
(916) 517-1800 +view more
Leis Boyd (President)
Categories: Financial Planning Consultants

Grimm Dorothy Personal Financial Planning Advisory

7687 Conquistador Court
Roseville, CA 95746-9550
(916) 791-7428
Categories: Investment Services & Advisors

Hindman Diane Financial Planner

2173 Bel Air Lane
Roseville, CA 95678-3408
(916) 789-1363
Categories: Financial Planning Consultants

Integral Financial Management

2390 Professional Drive
Roseville, CA 95661-7745
(916) 773-9330
Howard Rudd (Owner)
Categories: Financial Planning Consultants

Jacobs Don E K Riley Investments Llc

2530 Douglas Boulevard
Roseville, CA 95661-3989
(916) 787-0520
Categories: Security Brokers & Dealers

Jasper Ridge Partners Lp

3721 Douglas Boulevard
Roseville, CA 95661-4242
(916) 787-0700
Categories: Investment Services & Advisors

Jones Gil R Jr Cfp Ea

531 Oak Street
Roseville, CA 95678-2615
(916) 783-7350
Gil Jr (Cfp)
Categories: Tax Return Preparation, Financial Planning Consultants

Legacy Capital Management

3721 Douglas Boulevard Suite 350
Roseville, CA 95661-4254
(916) 783-6200
Categories: Investment Management Services

Lilani Wealth Management

1624 Santa Clara Drive Suite 235
Roseville, CA 95661-3500
(916) 782-7752
Rashida Lilani (Owner)
Services: Financial Planning For Women & Women Owned Businesses
Categories: Financial Services, Financial Planning Consultants

Lpl Financial

Roseville, CA 95661
(916) 772-2574
Ken Christie
Categories: Financial Planning Consultants

Lynch Financial

1700 Eureka Road
Roseville, CA 95661-7720
(916) 899-5686 +view more
Michael Lynch (Owner)
Categories: Investment Services & Advisors

Mar-Dal Investment Inc

Roseville, CA 95610
(916) 969-6350
Categories: Security Brokers & Dealers

Marcus & Millichap

3741 Douglas Boulevard Suite 200
Roseville, CA 95661-4256
(916) 677-4100
Products: Government Securities, Loans, Real Estate, Treasuries
Services: Analysis, Asset Management, Brokerage Services, Commercial Services, Estate…
Categories: Real Estate Investment Trusts, Real Estate Property Investment Properties

Mc Enterprises

1100 Melody Lane
Roseville, CA 95678-5203
(916) 677-1842
Categories: Security Brokers & Dealers

Melton Financial Group

130 Diamond Creek Place Suite 2
Roseville, CA 95747-5198
(916) 772-2477 +view more
Dianne Melton (President)
Categories: Investment Management Services

Merrill Lynch

2998 Douglas Boulevard Suite 290
Roseville, CA 95661-4229
(916) 774-8000
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Million Dollar Producer Inc

2260 Lava Ridge Court Suite 100
Roseville, CA 95661-2855
(916) 780-0590
Ken Unger (Owner)
Categories: Financial Services, Financial Planning Consultants

Money Experts Roseville

2520 Douglas Boulevard Suite 110
Roseville, CA 95661-3993
(916) 773-6078
Categories: Business Services, Investment Services & Advisors

Morgan Stanley

1663 Eureka Road
Roseville, CA 95661-3027
(916) 797-7700 +view more
Craig Weis (Vp)
Categories: Financial Planning Consultants, Security Brokers & Dealers

Next Level Advisors Inc

983 Reserve Drive
Roseville, CA 95678-1340
(916) 960-0101
Categories: Financial Planning Consultants

Nmp Associates

2260 Douglas Boulevard Suite 290
Roseville, CA 95661-4209
(916) 781-3700
Categories: Financial Planning Consultants

O C Group Inc

1420 Rocky Ridge Drive
Roseville, CA 95661-2830
(916) 721-1000
Categories: Investment Services & Advisors

Parkshore Wealth Management

3007 Douglas Boulevard Suite 150
Roseville, CA 95661-4236
(916) 797-3007
Categories: Financial Planning Consultants

Raymond James Financial Services Inc Member Nasd-S

210 Estates Drive
Roseville, CA 95678-2300
(916) 784-8080
Categories: Financial Services, Security Brokers & Dealers

Renaissance Investment Services Inc

8150 Sierra College Boulevard Suite 290
Roseville, CA 95661-9417
(916) 787-9940
Categories: Security Brokers & Dealers

Residential Capital Management

805 Douglas Boulevard
Roseville, CA 95678-2752
(916) 788-1110
Categories: Investment Services & Advisors

Retirement Planning Specialist

2510 Douglas Boulevard
Roseville, CA 95661-3300
(916) 772-1925
Categories: Retirement Planning Consultants & Services

Robert W Baird & Co

1400 Rocky Ridge Drive
Roseville, CA 95661-2817
(916) 783-6500
Categories: Financial Services, Security Brokers & Dealers

Russell & Partners Trust Financial

Roseville, CA 95661
(916) 774-1740
Categories: Security Brokers & Dealers

Safe Harbor Pension And Wealth

1075 Creekside Ridge Drive Suite 260
Roseville, CA 95678-3504
(916) 757-6028
Categories: Pension & Profit Sharing Plans, Financial Planning Consultants

Scottrade

MORE BROKER FOR YOUR MONEY.
1850 Douglas Boulevard Suite 902
Roseville, CA 95661-3672
(916) 772-6609 +view more
David Mchugh (Manager)
Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…
Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Sebesta Michael Wealth Management

Roseville, CA 95661
(916) 774-1490
Categories: Investment Services & Advisors

Securities America

YOUR BUSINESS GROWTH EXPERT
3017 Douglas Boulevard Suite 300
Roseville, CA 95661-3850
(916) 774-7591
Products: Software, Computer Programs
Services: Consultations, Investments, Investor Relations, Market Research, Sales Development,…
Categories: Security Brokers & Dealers

Securities America Inc Kenyon L Lederer Registered

2271 Lava Ridge Court
Roseville, CA 95661-3065
(916) 772-0807
Categories: Security Brokers & Dealers

Securities America Inc Melton Financial Group

130 Diamond Creek Place
Roseville, CA 95747-5197
(916) 772-2477
Categories: Financial Services, Security Brokers & Dealers

Securities America Philip Webster

1803 Cirby Way
Roseville, CA 95661-5550
(916) 784-1024
Categories: Security Brokers & Dealers

Sierra Financial Planning And Asset Management

1380 Lead Hill Boulevard Suite 106
Roseville, CA 95661-2997
(916) 791-1572
Jack Johnson
Services: Fee Only, Registered Investment Advisor, Asset Protection
Categories: Financial Services, Financial Planning Consultants

Snyder Wealth Management Strategies

967 Reserve Drive
Roseville, CA 95678-1340
(916) 781-6691
Categories: Business Services, Investment Services & Advisors

St Clair Financial

300 Harding Boulevard Suite 202
Roseville, CA 95678-2473
(916) 474-5438
Don Clair (Owner)
Categories: Business Services, Investment Services & Advisors

Stawicki Karen E

2999 Douglas Boulevard
Roseville, CA 95661-3840
(916) 774-6280
Karen Stawicki
Categories: Insurance Carriers, Financial Planning Consultants

Steam Engine Financial Coaching

300 Harding Boulevard
Roseville, CA 95678-2470
(916) 783-2622
Categories: Financial Planning Consultants

Stifel Nicolaus

1420 Rocky Ridge Drive Suite 340
Roseville, CA 95661-2835
(916) 626-3322
Products: Bonds, Stocks, Equities, Fixed Income Securities
Categories: Financial Services, Security Brokers & Dealers
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