Law Offices of Darrel C Rumley |
915 Highland Pointe Dr Ste 250 Roseville, CA 95678 |
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91678xxxx0 |
dar***@r********.com |
5 |
1 |
5 |
2 |
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Dynamic Wealth Strategies |
9700 Village Center Dr, Granite Bay, CA 95746 |
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91667xxxx0 |
baf*****************************@s*****.wixpress |
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30 |
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Shiells & Hammer |
3400 Douglas Blvd Ste 220 Roseville, CA 95661 |
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91691xxxx4 |
ash*****@s***************.com |
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4.9 |
27 |
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384 |
2 |
379 |
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BBMP Wealth Management & Insurance Service |
2990 Lava Ridge Ct, Roseville, CA 95661 |
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91621xxxx7 |
ale**********@n*.com |
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4 |
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Crider Law Group |
750 F St Ste 2 Davis, CA 95616 |
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53076xxxx4 |
adm**@c********.net |
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3.7 |
3 |
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Kenny Heller |
600 Montgomery St Ste 1600 San Francisco, CA 94111 |
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41573xxxx3 |
adm*******@c*****.com |
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5 |
91 |
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107401 |
16349 |
108000 |
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Charles Schwab |
525 Fulton Ave Sacramento, CA 95825 |
|
91697xxxx3 |
app*******************@s*****.com |
3.6 |
17 |
2.5 |
12 |
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646246 |
192 |
658000 |
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Vector Wealth Management |
2530 Douglas Blvd Ste 130, Roseville, CA 95661 |
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91657xxxx0 |
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Dachtler Wealth Management, LLC |
2130 E Bidwell St Ste 100 Folsom, CA 95630 |
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91693xxxx6 |
576*****@m************.com |
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Simpson Wealth Planning |
2277 Fair Oaks Blvd, Sacramento, CA 95825 |
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91633xxxx0 |
lam**@s********************.com |
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Mariah Hudler, MBA I Next-Gen Wealth & Wellbeing I Financial Coaching & Consulting I Speaking |
5960 S Land Park Dr, Sacramento, CA 95822 |
|
91623xxxx3 |
a9d*************************************@w*****************.com |
5 |
2 |
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We Alliance Wealth Advisors |
3001 Douglas Blvd Ste 142 Roseville, CA 95661 |
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91632xxxx0 |
ter**@w************.com |
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Morgan Stanley Wealth Management |
455 Capitol Mall Ste 115, Sacramento, CA 95814 |
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91692xxxx0 |
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Merrill Lynch Financial Advisor Joshua A Pelz |
555 Capitol Mall, Sacramento, CA 95814 |
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91664xxxx6 |
bri************@b***.com |
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Zeller Kern Private Wealth |
11335 Gold Express Dr Ste 155, Gold River, CA 95670 |
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91643xxxx0 |
ask**@z*********.com |
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112 |
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112 |
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John G Auble - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
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91656xxxx9 |
acc**********@m************.com |
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Steve Taylor - BancWest Investment Services Wealth Financial Advisor |
500 Capitol Mall Suite 1200, Sacramento, CA 95814 |
|
91683xxxx4 |
aab****@b************.com |
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180766 |
827 |
183000 |
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American Eagle Wealth Advisors -RJFS Inc |
11335 Gold Express Dr Ste 125, Gold River, CA 95670 |
|
91685xxxx1 |
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Lilani Wealth Management |
1624 Santa Clara Dr Ste 235, Roseville, CA 95661 |
|
88852xxxx2 |
aki**@l*********************.com |
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442 |
43 |
440 |
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Retirement Wealth Advisors Inc |
1504 Eureka Rd, Roseville, CA 95661 |
|
91678xxxx0 |
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Sutter Wealth Management |
3500 Douglas Blvd #150, Roseville, CA 95661 |
|
87728xxxx1 |
mna****@s*******.com |
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CAPTRUST |
740 University Ave, Sacramento, CA 95825 |
|
91692xxxx7 |
cha*************@c*******.com |
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449 |
62 |
577 |
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Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services |
470 Nevada St Ste 200, Auburn, CA 95603 |
|
53082xxxx1 |
bkr******************@a***.com |
5 |
1 |
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43 |
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Sky Insurance Brokers |
6960 Destiny Dr Ste 101 Rocklin, CA 95677 |
|
91654xxxx0 |
ada*@s****************.com |
5 |
153 |
4.9 |
27 |
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952 |
199 |
981 |
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Roitman Tax Services |
8255 Alpine Ave Sacramento, CA 95826 |
|
91645xxxx6 |
han*@r*********.com |
5 |
2 |
5 |
10 |
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WGG Wealth Partners - Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
aly********@a***.com |
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3 |
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502 |
91 |
510 |
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Bulman Wealth Group |
3400 Douglas Blvd Ste 150, Roseville, CA 95661 |
|
91645xxxx9 |
ask@b***********.com |
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Ideal Life Wealth Management |
9700 Village Center Dr Ste 234 Granite Bay, CA 95746 |
|
91623xxxx6 |
dan***********@l**.com |
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1 |
1 |
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Horizon Wealth Group |
530 Plaza Dr Ste 100, Folsom, CA 95630 |
|
92524xxxx0 |
eca******@h*****************.com |
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42 |
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William J Sweeney |
915 Highland Pointe Dr Ste 250 Roseville, CA 95678 |
|
91678xxxx1 |
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5 |
1 |
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Andrew Lee - Premier Lending |
2998 Douglas Blvd Suite 325 Roseville, CA 95661 |
|
91679xxxx7 |
and*******@p****************.com |
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4.6 |
7 |
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Barretta Wealth Management |
63 Natoma St, Folsom, CA 95630 |
|
91629xxxx2 |
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Bell & Co Private Wealth Management |
770 L St Fl 9 Sacramento, CA 95814 |
|
91644xxxx5 |
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RAU Financial Strategies |
865 University Ave, Sacramento, CA 95825 |
|
91641xxxx1 |
je**@r*********************.com |
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Bank of Marin |
11201 Gold Express Dr Ste 100, Gold River, CA 95670 |
|
91684xxxx4 |
ach**********@b**********.com |
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Wealth Strategies Retirement Asset Management |
7509 Madison Ave Ste 107, Citrus Heights, CA 95610 |
|
91686xxxx6 |
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Astute Wealth Management |
3108 Ponte Morino Dr, Cameron Park, CA 95682 |
|
53067xxxx1 |
ant****@a***********.com |
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Kevin Knauss Health Insurance |
8712 Pendlton Dr Granite Bay, CA 95746 |
|
91652xxxx6 |
ale*@i************.com |
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5 |
5 |
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193 |
2 |
197 |
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Cody O'Keefe - Private Wealth Advisor, Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
cod********@a***.com |
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ManzCPA Accounting & Consulting |
114 N Sunrise Ave Ste B4 Roseville, CA 95661 |
|
91631xxxx0 |
and**********@m******.com |
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Wealth Management Advisory Group-LPL Financial |
5925 Granite Lake Dr, Granite Bay, CA 95746 |
|
91677xxxx0 |
aar********@l**.com |
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Ryan Kelly - SAFE Financial Services - Wealth Advisor |
8789 Auburn Folsom Rd Ste B Granite Bay, CA 95746 |
|
91697xxxx3 |
abd********@s*****.org |
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Merrill Lynch Financial Advisor Curtis B. Godt |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx3 |
aar**********@s*****.com |
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Rogers Wealth Planning |
1111 Exposition Blvd, Sacramento, CA 95815 |
|
91648xxxx3 |
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Next Level Advisors |
983 Reserve Dr Roseville, CA 95678 |
|
91696xxxx1 |
bne****@n****************.net |
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Weston and Tuttle Wealth Advisors, LLC |
3420 Coach Lane, #3, Shingle Springs, CA 95682 |
|
53067xxxx9 |
adm**@w**************.com |
4.9 |
8 |
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1 |
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U.S. Bank - Private Wealth Advisor: Pam Long |
621 Capitol Mall, Sacramento, CA 95814 |
|
91649xxxx4 |
aar************@u*****.com |
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345421 |
5414 |
348000 |
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Simpson Wealth Planning |
2277 Fair Oaks Blvd #425, Sacramento, CA 95825 |
|
91633xxxx0 |
lam**@s********************.com |
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287 |
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287 |
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Merrill Lynch Financial Advisor Malonn M Barnes |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx4 |
aar**********@s*****.com |
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Veripax Wealth Management |
101 Parkshore Dr, Folsom, CA 95630 |
|
91635xxxx5 |
bri********@v******.net |
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Diversified Wealth Management |
320 Taylor Rd, Newcastle, CA 95658 |
|
53088xxxx3 |
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IFC and Insurance Marketing, Inc. |
102 El Dorado St Auburn, CA 95603 |
|
53088xxxx0 |
dav**@i*****.com |
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5 |
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Fountainhead Wealth Management |
1860 Howe Ave Ste 106, Sacramento, CA 95825 |
|
91677xxxx0 |
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Crater Hill Financial |
Loomis, CA 95650 |
|
91639xxxx2 |
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Denise Davis - SAFE Financial Services - LPL Financial Advisor |
2295 Iron Point Rd Ste 100 Folsom, CA 95630 |
|
91697xxxx3 |
abd********@s*****.org |
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Money Matters |
8775 Folsom Blvd #100, Sacramento, CA 95826 |
|
88824xxxx6 |
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5 |
1 |
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Klosek Law Offices |
820 Alhambra Blvd Sacramento, CA 95816 |
|
91629xxxx0 |
ah@k***************.com |
|
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4.9 |
59 |
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Financial Network Wealth Advisors |
1300 Ethan Way # 150, Sacramento, CA 95825 |
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91664xxxx0 |
dal**@f***************.com |
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Bold, Polisner, Maddow, Nelson & Judson-Family Wealth Law Group, PC |
3626 Fair Oaks Blvd, Sacramento, CA 95864 |
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91652xxxx2 |
aly***@f*******************.com |
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Loan City Mortgage |
2251 Douglas Blvd Ste 100 Roseville, CA 95661 |
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91630xxxx1 |
inf*@c********.com |
5 |
30 |
5 |
153 |
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Clayton Holcomb- Wealth Management Strategies |
967 Reserve Dr Roseville, CA 95678 |
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91678xxxx5 |
cla************@w*************************.net |
5 |
3 |
3 |
2 |
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Socotra Capital |
2208 29th St #100, Sacramento, CA 95817 |
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85588xxxx6 |
adh**@s*************.com |
4.9 |
116 |
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395 |
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404 |
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Bautista Wealth Management, LLC. |
180 Promenade Cir Suite 300, Sacramento, CA 95834 |
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91663xxxx3 |
lui**********@l**.com |
4 |
1 |
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Jean Chai - Private Wealth Advisor, Ameriprise Financial Services |
1350 Burton Dr Ste 200, Vacaville, CA 95687 |
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70745xxxx5 |
bri***********@a***.com |
5 |
2 |
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79 |
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83 |
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Deeringer Wealth Management |
3600 American River Dr #290, Sacramento, CA 95864 |
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91634xxxx0 |
hel**@r**********.com |
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My Retirement Exit |
9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758 |
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88858xxxx7 |
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5 |
1 |
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Wurm & Frye Wealth Management |
3741 Douglas Blvd Ste 310, Roseville, CA 95661 |
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91678xxxx8 |
inf*@w************.com |
5 |
3 |
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Tidwell Wealth Management |
2209 Plaza Dr Ste 200, Rocklin, CA 95765 |
|
91678xxxx8 |
tid**************@d*****************.com |
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Lofe Wealth Management |
1325 Howe Ave Ste 200A, Sacramento, CA 95825 |
|
91655xxxx1 |
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Charles Schwab |
508 Second St Ste 110 Davis, CA 95616 |
|
80043xxxx0 |
app*******************@s*****.com |
2.9 |
8 |
3 |
4 |
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NFIS Navarro’s Financial and Insurance Solutions |
4801 El Camino Ave Ste A Carmichael, CA 95608 |
|
91648xxxx6 |
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Western Wealth Management |
815 University Ave, Sacramento, CA 95825 |
|
91697xxxx6 |
nic***********@w***************.com |
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Hedrick Stodghill |
5935 Granite Lake Dr Ste 120 Granite Bay, CA 95746 |
|
91698xxxx5 |
joh*******@f*************.com |
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3.5 |
11 |
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Evan's Financial Wealth Management |
1425 River Park Dr, Sacramento, CA 95815 |
|
91664xxxx6 |
soc***@n*****************.com |
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107340 |
16225 |
108000 |
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Fiscal Fitness Financial & Insurance Service |
2339 Gold Meadow Way Ste 200 Gold River, CA 95670 |
|
80094xxxx9 |
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KOI wealth management |
2151 Eureka Rd Ste 105 Roseville, CA 95661 |
|
91636xxxx4 |
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2.3 |
3 |
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Visionary Wealth Solutions |
Woodland, CA 95776 |
|
91640xxxx3 |
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Schmoekel Wealth Management |
712 Main St, Woodland, CA 95695 |
|
53066xxxx3 |
a.z******@e**********************.com |
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18702 |
20 |
20000 |
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David L Aton - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 160, Roseville, CA 95661 |
|
91678xxxx0 |
dav*********@a***.com |
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17 |
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Roundleaf - Roseville |
8775 Sierra College Blvd Ste 350 Roseville, CA 95661 |
|
91657xxxx8 |
ask@r***********.com |
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Vivian Tran - Nation Wholesale Lending |
1677 Eureka Rd Ste 201 Roseville, CA 95661 |
|
91674xxxx7 |
8f9*************************************@w*****************.com |
5 |
5 |
5 |
12 |
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Merrill Lynch Wealth Management |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx0 |
bro*********@m*.com |
3 |
2 |
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Lebaron Laboratory |
Granite Bay, CA 95746 |
|
91679xxxx3 |
68d*************************************@w*****************.com |
4.2 |
5 |
5 |
10 |
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Merrill Lynch Financial Advisor Christopher Castillo |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx7 |
ale*********@m*.com |
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Ascendant Wealth Management Group - Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 280, Sacramento, CA 95833 |
|
91664xxxx0 |
aly**********@a***.com |
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WisdomPEAK Wealth Advisors - Ameriprise Financial Services |
1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 |
|
91658xxxx0 |
dns*****@a***.com |
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110 |
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112 |
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David Deruelle - RBC Wealth Management Financial Advisor |
4944 Windplay Dr Ste 310, El Dorado Hills, CA 95762 |
|
83123xxxx4 |
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Private Wealth Management |
1104 Corporate Way, Sacramento, CA 95831 |
|
91644xxxx2 |
bra*********@a***.com |
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203 |
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206 |
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Lundqvist Wealth Strategies |
5930 Granite Lake Dr Ste 130, Granite Bay, CA 95746 |
|
91657xxxx0 |
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Franco’s Tax & Payroll |
5600 Franklin Blvd Ste A Sacramento, CA 95824 |
|
83364xxxx1 |
inf*@f****************.com |
5 |
35 |
1 |
1 |
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401 |
40 |
395 |
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Sullivan Group |
2270 Douglas Blvd Ste 205 Roseville, CA 95661 |
|
91679xxxx0 |
all****@s************.net |
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Stadjuhar Wealth Strategists |
1420 Rocky Ridge Dr Roseville, CA 95661 |
|
91672xxxx0 |
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Edward Jones - Financial Advisor: Dave Nealon |
930 Alhambra Blvd #90, Sacramento, CA 95816 |
|
91644xxxx9 |
a.j*********@e**********.com |
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88600 |
|
101000 |
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MassMutual Northern California - Johnny Lin |
1435 River Park Dr #410, Sacramento, CA 95815 |
|
91643xxxx8 |
aah*****@m*********.com |
5 |
1 |
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Hunter & Renfro |
1013 Galleria Blvd Ste 205 Roseville, CA 95678 |
|
91644xxxx0 |
ebe*@e*******.com |
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Kimberly B Ogden - Atherton Wealth Advisors |
5854 Lonetree Blvd Rocklin, CA 95765 |
|
91662xxxx2 |
bar**********@o****************.com |
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Next Step Wealth Management |
6255 Hemlock Way, Rocklin, CA 95677 |
|
91643xxxx7 |
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U.S. Bank - Private Wealth Advisor: Morgan Lynch |
621 Capitol Mall, Sacramento, CA 95814 |
|
41529xxxx6 |
aar************@u*****.com |
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345338 |
5678 |
347000 |
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Guanill Wealth Management, Inc. |
333 University Ave, Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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Mike Kenison - SAFE Financial Services - Wealth Advisor |
2295 Iron Point Rd Ste 100, Folsom, CA 95630 |
|
91697xxxx3 |
aas***********@s*****.org |
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9871 |
301 |
10000 |
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Alexandra Scott - Intuit TurboTax Verified Pro |
5170 Golden Foothill Pkwy El Dorado Hills, CA 95762 |
|
91686xxxx7 |
dev*******@i*****.com |
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4.4 |
46 |
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120 |
3 |
129 |
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Wealth Design Group |
3445 American River Dr Ste C, Sacramento, CA 95864 |
|
91648xxxx9 |
f@w****************.com |
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183 |
|
187 |
5 |
1 |
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GBR Real Estate And Investment Co Inc |
63 Natoma St Ste 120, Folsom, CA 95630 |
|
91622xxxx2 |
cha****@g************.com |
3.8 |
29 |
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The Financial Services Network |
3610 American River Dr Ste 120 Sacramento, CA 95864 |
|
65057xxxx4 |
aba**@f*****.com |
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5 |
244 |
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Morgan Stanley Wealth Management |
2380 E Bidwell St, Folsom, CA 95630 |
|
91698xxxx8 |
aar***********@m***********************.com |
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113006 |
3046 |
130000 |
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Stan Leavitt - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx0 |
col**********@a***.com |
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217 |
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Allison Wealth Management |
1375 Exposition Blvd Ste 201, Sacramento, CA 95815 |
|
91643xxxx3 |
ric************@s****************.com |
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12 |
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14 |
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K W Wealth Management |
2931 Land Park Dr, Sacramento, CA 95818 |
|
91620xxxx2 |
c18*****************************@s*****.wixpress |
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212 |
|
259 |
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Steve Harris - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx5 |
col**********@a***.com |
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93 |
|
95 |
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Isaac Financial Coaching |
Roseville, CA 95747 |
|
91650xxxx4 |
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Wealth Makers Inc. - CLOSED |
7149 Clearbrook Way, Sacramento, CA 95823 |
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David R. Bennette - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx8 |
acc**********@m************.com |
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Citibank |
5610 Sunrise Blvd Citrus Heights, CA 95610 |
|
91645xxxx4 |
abb**********@c***.com |
|
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2.7 |
31 |
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Williams Wealth Management |
524 Main St, Woodland, CA 95695 |
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91641xxxx0 |
mic***************@l**.com |
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Trinity Wealth Advisors-Ameriprise Financial Services |
1130 Iron Point Rd, Folsom, CA 95630 |
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91635xxxx0 |
bra*********@a***.com |
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239 |
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246 |
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Morgan Stanley Wealth Management |
400 Capitol Mall, Sacramento, CA 95814 |
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91656xxxx2 |
int**********@m************.com |
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5 |
1 |
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Edelman Financial Engines |
712 Main St Ste 202 Woodland, CA 95695 |
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83375xxxx3 |
aar*******@e**********************.com |
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Claycomb Wealth Management |
1024 Iron Point Rd, Folsom, CA 95630 |
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83125xxxx3 |
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The Law Offices of Jack S. Johal |
2025 Hurley Way Ste 100 Sacramento, CA 95825 |
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91679xxxx2 |
jjo***@j**************.com |
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3.5 |
2 |
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24 |
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26 |
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Gootee Richard P CFP Atherton Wealth Advisors Inc |
5854 Lonetree Blvd, Rocklin, CA 95765 |
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91662xxxx2 |
bar**********@o****************.com |
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U.S. Bancorp Investments - Financial Advisors: Tyler Pettey |
1401 Merkley Ave, West Sacramento, CA 95691 |
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91641xxxx9 |
aar************@u*****.com |
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Morgan Stanley Financial Advisors |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
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91644xxxx1 |
acm***********@m************.com |
2.3 |
3 |
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Buckendorf Wealth Management - UBS Financial Services Inc. |
3001 Douglas Blvd Ste 160, Roseville, CA 95661 |
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91677xxxx2 |
abc*******@u**.com |
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Scherer Wealth Management |
2520 Douglas Blvd, Roseville, CA 95661 |
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91679xxxx8 |
inf*@s************.com |
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Wealth Makers Inc. |
113 Fountain Oaks Cir Apt 87, Sacramento, CA 95831 |
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91640xxxx0 |
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Young Wealth Management |
502 Mace Blvd UNIT 5, Davis, CA 95618 |
|
53023xxxx2 |
bre**@y********************.com |
5 |
1 |
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Wealth Management Group |
4721 Winding Way, Sacramento, CA 95841 |
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91661xxxx5 |
bra**********@s**********.com |
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Castellan Wealth Management |
1891 E Roseville Pkwy Roseville, CA 95661 |
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91678xxxx7 |
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Bank of Marin |
3100 Zinfandel Drive, Suite 450, Rancho Cordova, CA 95670 |
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91685xxxx3 |
ach**********@b**********.com |
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Awa Wealth Management |
200 Auburn Folsom Rd, Auburn, CA 95603 |
|
53088xxxx8 |
che****@a********.com |
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Retirement Wealth Advisors |
1504 Eureka Rd Roseville, CA 95661 |
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91678xxxx0 |
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Arthur Burk’s Tax Time |
3001 Arden Way Ste M Sacramento, CA 95825 |
|
91697xxxx7 |
tax*******@g****.com |
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4.8 |
19 |
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Baird Private Wealth Management |
300 University Ave Suite 200, Sacramento, CA 95825 |
|
88879xxxx1 |
ano************@b*********.com |
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958 |
8700 |
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Wealth Design Group |
34300 Douglas Blvd, Roseville, CA 95661 |
|
91678xxxx5 |
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Genovese Burford & Brothers |
740 University Ave, Sacramento, CA 95825 |
|
91692xxxx7 |
bri**@g********.com |
5 |
3 |
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481 |
63 |
624 |
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Tom Chandler - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91638xxxx7 |
dns*****@a***.com |
5 |
2 |
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Liberty Pacific Insurance Services |
8863 Greenback Ln Ste 225 Orangevale, CA 95662 |
|
91650xxxx0 |
inf*@l*************.net |
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5 |
2 |
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Daniel Auman - Farmers Insurance |
2414 16th St Ste 7 Sacramento, CA 95818 |
|
91642xxxx1 |
aah*@f***********.com |
4.5 |
4 |
4.4 |
5 |
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Farmers Insurance - Ken Smalley |
1851 Heritage Ln Ste 297 Sacramento, CA 95815 |
|
91692xxxx6 |
aca*****@f***********.com |
5 |
41 |
4.7 |
19 |
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566 |
221 |
551 |
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Shah Wealth Management |
641 Fulton Ave # 200, Sacramento, CA 95825 |
|
91671xxxx7 |
aar************@r***********.com |
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17531 |
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18000 |
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Shaw Wealth Management |
641 Fulton Ave, Sacramento, CA 95825 |
|
91671xxxx9 |
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Heritage Wealth Management Group - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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Avisen Wealth Management |
3620 American River Dr Suite 145, Sacramento, CA 95864 |
|
91648xxxx7 |
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Anthony Nye, CFP, CIMA - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx4 |
abc*******@u**.com |
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South Placer Wealth Management Group |
3175 Sunset Blvd, Rocklin, CA 95677 |
|
91625xxxx2 |
dwi****@s****.com |
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Perrennial Pension & Wealth |
2281 Lava Ridge Ct Roseville, CA 95661 |
|
91636xxxx5 |
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Cornerstone Wealth & Tax Advisory Group |
1540 Eureka Rd Ste 101, Roseville, CA 95661 |
|
91659xxxx0 |
adm**@c****.net |
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129 |
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Northwestern Mutual |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91692xxxx0 |
abb*****@n*****************.com |
2.5 |
2 |
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105815 |
16152 |
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Bank of Marin |
555 Capitol Mall Ste 150, Sacramento, CA 95814 |
|
91644xxxx0 |
ach**********@b**********.com |
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American River Wealth MGMT |
7844 Madison Ave, Fair Oaks, CA 95628 |
|
91643xxxx2 |
inf*@a******************.com |
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Darrell Dunn Buys Houses |
3508 Cody Way Ste 100 H Sacramento, CA 95864 |
|
70736xxxx3 |
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5 |
1 |
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Michael Hardy, CFP, CIMA, CAP - UBS Financial Services Inc. |
1610 Arden Wy Suite 200, Sacramento, CA 95815 |
|
91664xxxx4 |
abc*******@u**.com |
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U.S. Bank - Private Wealth Advisor: Robin Martin |
621 Capitol Mall, Sacramento, CA 95814 |
|
91692xxxx1 |
aar************@u*****.com |
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345338 |
5678 |
347000 |
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W Alan Silva - Private Wealth Advisor, Ameriprise Financial Services |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
bry*********@a***.com |
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34 |
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Larry Gapinski Business Coaching |
Service Area, Sacramento, CA 95819 |
|
91650xxxx2 |
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Twin Rivers Wealth Management |
Sacramento, CA 95815 |
|
91654xxxx0 |
awr****@t********.com |
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5 |
4 |
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Dachtler Wealth Management |
2130 E Ibidw St, El Dorado Hills, CA 95762 |
|
91693xxxx6 |
abi*********@d*************.com |
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Garrison Wealth Management |
2901 Douglas Blvd Ste 255, Roseville, CA 95661 |
|
91658xxxx8 |
dve**@d****.com |
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914 |
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1200 |
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The Church of African Prosperity and Generational Wealth |
500 Capitol Mall, Sacramento, CA 95814 |
|
91690xxxx6 |
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Monolith Financial Group |
6806 Fallsbrook Ct Ste 1 Granite Bay, CA 95746 |
|
91636xxxx0 |
inf*@m****************.com |
4.9 |
25 |
5 |
1 |
5 |
20 |
253 |
22 |
275 |
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West Coast Mortgage Group |
2716 Broadway, Sacramento, CA 95818 |
|
91645xxxx3 |
ais*******@w****.com |
5 |
254 |
4.8 |
91 |
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546 |
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Carol A. Fauerbach |
1380 Prairie City Rd Folsom, CA 95630 |
|
27927xxxx6 |
car**@f***********.com |
5 |
14 |
4.7 |
22 |
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Sacramento's Real Estate Club - Capital City Wealth Builders |
2001 Point W Way, Sacramento, CA 95815 |
|
84447xxxx9 |
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The Capitol Group - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91698xxxx8 |
acm***********@m************.com |
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Guanill Wealth Management |
333 University Ave Ste 200 Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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4.2 |
5 |
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Wisdom Pointe Wealth Advisors - Ameriprise Financial Services |
2260 Douglas Blvd Ste 245 Roseville, CA 95661 |
|
91678xxxx8 |
dns*****@a***.com |
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TrueVir Financial |
490 Chadbourne Rd Ste A100 Fairfield, CA 94534 |
|
51092xxxx7 |
inf*@t***************.com |
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5 |
4 |
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Fountainhead Wealth |
1451 River Park Dr #142, Sacramento, CA 95815 |
|
80066xxxx9 |
|
5 |
1 |
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Diligence Wealth Management |
1474 Stone Point Dr, Roseville, CA 95661 |
|
91690xxxx6 |
c18*****************************@s*****.wixpress |
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Mike Eldred - State Farm Insurance Agent |
800 Sunrise Ave Ste B Roseville, CA 95661 |
|
83394xxxx9 |
|
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4.8 |
12 |
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Law Office of Joan Medeiros |
2355 Gold Meadow Way Ste 143 Gold River, CA 95670 |
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91672xxxx7 |
jme******@s********************.com |
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4.7 |
15 |
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The Tax Office |
9001 Foothills Blvd Ste 100 Roseville, CA 95747 |
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91677xxxx3 |
cco*****@p*******.com |
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3.5 |
2 |
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Online Trading Academy Sacramento |
3741 Douglas Blvd, Ste 100, Roseville, CA 95661 |
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91640xxxx2 |
abi*@t*************.com |
4.9 |
55 |
4.2 |
21 |
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Young Wealth Management |
3814 Auburn Blvd, Sacramento, CA 95821 |
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91633xxxx0 |
bre**@y********************.com |
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W Alan Silva - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
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91656xxxx9 |
dns*****@a***.com |
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Bruce Pearson - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
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91664xxxx0 |
abc*******@u**.com |
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Trinity Wealth Management |
2260 Douglas Blvd Ste 290, Roseville, CA 95661 |
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91678xxxx0 |
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Paul K Wheeler - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 160, Roseville, CA 95661 |
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91678xxxx0 |
dns*****@a***.com |
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Merrill Lynch Financial Advisor Mark Ward |
555 Capitol Mall, Sacramento, CA 95814 |
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91664xxxx6 |
ale***********@m*.com |
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Bank of Marin |
9750 Business Park Drive, Suite 100, Sacramento, CA 95827 |
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91636xxxx0 |
ach**********@b**********.com |
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Don Benson - LPL Financial |
555 University Ave Ste 240 Sacramento, CA 95825 |
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91633xxxx1 |
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Delyon Wealth Management |
6801 Five Star Blvd Ste A, Rocklin, CA 95677 |
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91662xxxx0 |
ann*@d*******.com |
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5 |
1 |
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Structure Financial Group - Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
dns*****@a***.com |
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Richard J. Harkless - Private Client Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
91621xxxx6 |
aab****@b************.com |
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40844 |
177 |
41000 |
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Rita Gibson Insurance & Investment Services |
601 University Ave Ste 140 Sacramento, CA 95825 |
|
91664xxxx0 |
rgi****@h**.com |
3 |
2 |
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Bell & Co. Private Wealth Management |
770 L St #950, Sacramento, CA 95814 |
|
91644xxxx5 |
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5 |
1 |
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Merrill Lynch Financial Advisor Steven J Deelstra |
555 Capitol Mall #1400, Sacramento, CA 95814 |
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91664xxxx9 |
ali*************@m*.com |
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Morgan Stanley Wealth Management |
1517 Lincoln Way, Auburn, CA 95603 |
|
53088xxxx0 |
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WGG Wealth Partners - Ameriprise Financial Services |
13620 Lincoln Way Ste 275, Auburn, CA 95603 |
|
53082xxxx7 |
ben*************@a***.com |
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504 |
89 |
513 |
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Wurm & Frye Wealth Management |
3741 Douglas Blvd Ste 310 Roseville, CA 95661 |
|
91678xxxx8 |
inf*@w************.com |
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Merrill Lynch Financial Advisor Anthony J LaFrano |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx7 |
ale*********@m*.com |
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Monika Reyes - Private Wealth Advisor, Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
dns*****@a***.com |
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Simpson Wealth Planning |
601 University Ave Ste 108, Sacramento, CA 95825 |
|
91633xxxx0 |
lam**@s********************.com |
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280 |
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280 |
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Merrill Lynch Wealth Management |
2220 Douglas Blvd Ste 240, Roseville, CA 95661 |
|
91677xxxx0 |
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Woodcreek Wealth Management |
1817 Maryal Dr #100, Sacramento, CA 95864 |
|
91689xxxx6 |
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Parkshore Wealth Management |
5940 Granite Lake Dr Granite Bay, CA 95746 |
|
91679xxxx7 |
dan***@p**************.com |
5 |
17 |
5 |
7 |
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Teh Financial Coaching |
Milpitas, CA 95035 |
|
51036xxxx9 |
acc**********@s********.org |
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4.9 |
93 |
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775 |
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833 |
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Stephanie Kerns - Private Wealth Advisor, Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
dns*****@a***.com |
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Dynamic Wealth Strategies, LLC |
6611 Folsom Auburn Rd Ste C1, Folsom, CA 95630 |
|
91667xxxx0 |
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Merrill Lynch Wealth Management |
1435 River Park Dr, Sacramento, CA 95815 |
|
91692xxxx0 |
ban********************@m*.com |
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GFL Capital Mortgage |
1100 Corporate Way, Ste 210 Sacramento, CA 95831 |
|
91682xxxx3 |
ama****@g*********.com |
5 |
309 |
5 |
78 |
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889 |
24 |
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Josh Albert, CFP® |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91664xxxx8 |
jos********@n*.com |
5 |
6 |
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Edward Jones - Financial Advisor: Daniel Kirk |
970 Reserve Dr Ste 150 Roseville, CA 95678 |
|
91621xxxx4 |
a.j*********@e**********.com |
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5 |
3 |
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Horizon Wealth Group |
5005 Windplay Dr, El Dorado Hills, CA 95762 |
|
91629xxxx0 |
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Solid Rock Financial Service |
8642 Fairmont Way Fair Oaks, CA 95628 |
|
91638xxxx3 |
hei**@s*************************.com |
5 |
3 |
5 |
6 |
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Perrennial Pension & Wealth |
2281 Lava Ridge Ct, Roseville, CA 95661 |
|
91636xxxx5 |
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Turton Commercial Real Estate |
2131 Capitol Ave., Ste 100, Sacramento, CA 95816 |
|
91657xxxx0 |
aar**********@t********.com |
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381 |
1018 |
434 |
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Lillian Makama Bookkeeping |
Folsom, CA 95630 |
|
40547xxxx7 |
bfb*****************************@s*****.wixpress |
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5 |
1 |
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581623 |
|
46 |
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RBC Wealth Management Branch - El Dorado Hills |
4944 Windplay Dr Ste 310, El Dorado Hills, CA 95762 |
|
91693xxxx0 |
wms**********@r**.com |
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13904 |
|
15000 |
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Astute Wealth Management |
2531 Merrychase Dr, Cameron Park, CA 95682 |
|
91694xxxx7 |
gen******@s*****.com |
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Annuity General |
Serving theSacramento Area |
|
80033xxxx4 |
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Empyrion Wealth Management |
3741 Douglas Blvd Ste 130 Roseville, CA 95661 |
|
91678xxxx6 |
inf*@e*************.com |
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478 |
3 |
513 |
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Liz Daffner |
2530 Douglas Blvd Ste 170 Diligence Wealth Management Roseville, CA 95661 |
|
91690xxxx6 |
c18*****************************@s*****.wixpress |
5 |
13 |
5 |
33 |
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Edelman Financial Engines |
2901 Douglas Blvd Ste 250 Roseville, CA 95661 |
|
83375xxxx3 |
aar*******@e**********************.com |
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Merrill Lynch Financial Advisor Rory Barney |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx2 |
ale*********@m*.com |
1 |
1 |
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Awa Wealth Management |
853 Lincoln Way Ste 202, Auburn, CA 95603 |
|
53088xxxx8 |
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Smith Tax & Books |
Sacramento, CA 95834 |
|
70765xxxx3 |
dat*****************@i****.de |
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329 |
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One Source Health & Wealth Management |
80 Iron Point Cir Ste 200, Folsom, CA 95630 |
|
88826xxxx4 |
con***@h*******************.com |
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126 |
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131 |
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Slalom Wealth Management |
836 57th St Suite 457, Sacramento, CA 95819 |
|
91699xxxx4 |
inf*@s***********.com |
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122 |
|
123 |
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Bank of the West |
186 Main St Woodland, CA 95695 |
|
53066xxxx1 |
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3.4 |
8 |
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Folsom Wealth Advisors |
Folsom, CA 95630 |
|
91623xxxx4 |
c18*****************************@s*****.wixpress |
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Norton Mansu Private Wealth Management |
1006 4th St Ste 100 Sacramento, CA 95814 |
|
91644xxxx3 |
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WealthWise Mortgage Planning |
101 Parkshore Dr Folsom, CA 95630 |
|
91693xxxx0 |
and***@w*****************.com |
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|
4.7 |
12 |
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Alternative Wealth Preservation Corporation |
Serving theSacramento Area |
|
91682xxxx8 |
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Sunset Wealth Advisors |
1400 Rocky Ridge Dr Ste 180, Roseville, CA 95661 |
|
91678xxxx9 |
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Larsen Wealth Management |
1107 Investment Blvd, El Dorado Hills, CA 95762 |
|
91693xxxx0 |
kay**@l*********************.com |
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Morgan Stanley Wealth Management |
3620 American River Dr Ste 150, Sacramento, CA 95864 |
|
91648xxxx0 |
|
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Springer Financial Advisors |
4480 Duckhorn Dr Sacramento, CA 95834 |
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91692xxxx0 |
cas******@k************.com |
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5 |
2 |
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Private Wealth Management | U.S. Bank |
621 Capitol Mall Suite 800, Sacramento, CA 95814 |
|
83396xxxx6 |
all*********@a*****.usbank |
1 |
1 |
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345295 |
5817 |
347000 |
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Western Wealth Management Inc |
555 University Ave, Sacramento, CA 95825 |
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91697xxxx6 |
jan**********@l**.com |
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Safe Harbor Pension and Wealth |
1075 Creekside Ridge Dr Ste 130, Roseville, CA 95678 |
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91675xxxx8 |
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Davis Wealth Management |
9281 Office Park Cir Ste 144, Elk Grove, CA 95758 |
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88836xxxx6 |
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Caven Wealth Management |
2399 American River Dr, Sacramento, CA 95825 |
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91648xxxx2 |
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Dachtler Wealth Management |
2130 E Bidwell St, Folsom, CA 95630 |
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91693xxxx6 |
abi*********@d*************.com |
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Kim Sutton - SAFE Financial Services - LPL Financial Advisor |
9162 Bruceville Rd Elk Grove, CA 95758 |
|
91697xxxx3 |
abd********@s*****.org |
4.1 |
9 |
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9857 |
306 |
10000 |
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Bautista Wealth Management, LLC. |
180 Promenade Circle Ste 300, Sacramento, CA |
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lui**********@l**.com |
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Merrill Lynch Financial Advisor Thomas E Demarois |
555 Capitol Mall #1400, Sacramento, CA 95814 |
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91664xxxx5 |
ale*********@m*.com |
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M-Square Wealth Management Group |
1120 Iron Point Rd Folsom, CA 95630 |
|
91698xxxx3 |
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Kajiwara Wealth Advisors |
3433 American River Dr ste b, Sacramento, CA 95864 |
|
91627xxxx6 |
bra*@k*********************.com |
5 |
1 |
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Lilani Wealth Management |
1624 Santa Clara Dr Ste 160 Roseville, CA 95661 |
|
88852xxxx2 |
aki**@l*********************.com |
5 |
5 |
5 |
4 |
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444 |
43 |
442 |
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Wealth Advancement, Inc. |
2740 Fulton Ave #129, Sacramento, CA 95821 |
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91648xxxx1 |
bbr******@b***********.net |
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2 |
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3 |
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Luke Cummings - SAFE Financial Services - Wealth Advisor |
2105 Town Center Plaza Suite F-100, West Sacramento, CA 95691 |
|
91697xxxx3 |
bra************@s*****.org |
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9868 |
302 |
10000 |
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Goff Legal |
5440 Park Dr Ste 102 Rocklin, CA 95765 |
|
91662xxxx6 |
ali@g********.com |
5 |
54 |
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528 |
7 |
552 |
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Russel L Phelps - Private Wealth Advisor, Ameriprise Financial Services |
1130 Iron Point Rd Ste 150, Folsom, CA 95630 |
|
91635xxxx0 |
dns*****@a***.com |
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Diana Wei - Private Wealth Advisor, Ameriprise Financial Services |
1350 Burton Dr Ste 200, Vacaville, CA 95687 |
|
70745xxxx5 |
bri***********@a***.com |
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M.A Wealth Enterprises |
8880 Cal Center Dr, Sacramento, CA 95826 |
|
85538xxxx3 |
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WA Wealth Management |
2255 Watt Ave Ste 325 Sacramento, CA 95825 |
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Jeffrey Won - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx5 |
acc**********@m************.com |
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Solstice Wealth Management |
800 Howe Ave, Sacramento, CA 95825 |
|
91633xxxx8 |
bri********@s*********.com |
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32 |
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31 |
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California Legacy Law Firm |
2530 J St Ste 320 Sacramento, CA 95816 |
|
91624xxxx4 |
dza***@c***********.com |
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5 |
1 |
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Bank of Marin |
2510 Douglas Blvd, Ste. 100, Roseville, CA 95661 |
|
91674xxxx6 |
ach**********@b**********.com |
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Randy M Herr - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2804 Gateway Oaks Dr Ste 190, Sacramento, CA 95833 |
|
51520xxxx0 |
asc******@a***.com |
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82 |
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443 |
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Endeavor Financial Planning |
555 University Ave #284, Sacramento, CA 95825 |
|
91633xxxx0 |
aja*@k**********.com |
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Evans Financial Wealth Management and Insurance Services - Northwestern Mutual |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91664xxxx6 |
egb*************@n*.com |
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Owens Estate and Wealth Strategies Group |
128 Auburn Ct, Lincoln, CA 95648 |
|
53082xxxx1 |
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Merrill Lynch Wealth Management |
150 Parker St, Vacaville, CA 95688 |
|
92594xxxx0 |
ban********************@m*.com |
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Lederer Private Wealth Management |
601 University Ave Sacramento, CA 95825 |
|
91664xxxx9 |
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1 |
1 |
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Rasmussen Advisors |
1024 Iron Point Rd Folsom, CA 95630 |
|
91625xxxx9 |
ras******************@c*************.com |
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Towerpoint Wealth |
500 Capitol Mall #2060, Sacramento, CA 95814 |
|
91640xxxx0 |
ag@t***************.com |
5 |
86 |
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473 |
411 |
503 |
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Phuong La, EA |
166 Geary St 1500 1271 San Francisco, CA 94108 |
|
41574xxxx5 |
exa****@m***.com |
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5 |
5 |
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Jeff Yankauskas-Wealth Financial Advisor |
1112 Galleria Blvd, Roseville, CA 95678 |
|
91620xxxx9 |
aab****@b************.com |
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40843 |
177 |
41000 |
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Wells Fargo Advisors |
400 Capitol Mall #1700, Sacramento, CA 95814 |
|
91644xxxx3 |
abc*******@w*****************.com |
4 |
4 |
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187815 |
|
188000 |
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Charles Ho CFP- Legacy Builders Financial |
Folsom, CA 95763 |
|
91675xxxx3 |
cha****@l**********************.com |
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5 |
1 |
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Atherton Wealth Advisors |
5854 Lonetree Blvd Rocklin, CA 95765 |
|
91662xxxx2 |
bar**********@o****************.com |
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Guanill Wealth Management Inc |
333 University Ave, Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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Lucas Giordano - Private Wealth Advisor, Ameriprise Financial Services |
431 Cleveland St, Woodland, CA 95695 |
|
53066xxxx8 |
ash**********@a***.com |
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Merrill Lynch Financial Advisor Andrew W Phillips |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx2 |
ale*********@m*.com |
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IndigoFlow Financial Group |
2260 Douglas Blvd Ste 200 Roseville, CA 95661 |
|
91678xxxx8 |
vio****************@a***.com |
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103 |
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Merrill Lynch Wealth Management Advisor Lela S Bayley |
555 Capitol Mall, Sacramento, Ca 95814 |
|
91664xxxx2 |
aar**********@s*****.com |
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Tewksbury Financial |
5406 Sunrise Blvd Ste 2 Citrus Heights, CA 95610 |
|
20989xxxx2 |
bri************@s********.com |
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Genesis Wealth Group |
3300 Douglas Blvd Ste 370 Roseville, CA 95661 |
|
91678xxxx5 |
inf*@d*************.org |
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Folsom Wealth Advisory Group |
2240 E Bidwell St, Folsom, CA 95630 |
|
91698xxxx0 |
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Impact Financial Advisors |
2827 Spafford St Ste B2 Davis, CA 95618 |
|
53074xxxx6 |
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5 |
1 |
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Matheson Financial Partners |
836 57th St, Sacramento, CA 95818 |
|
91699xxxx4 |
inf*@s***********.com |
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5 |
1 |
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122 |
|
123 |
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The Strawn Wealth Consulting Group - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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Alpha Retirement Wealth |
11344 Coloma Rd, Gold River, CA 95670 |
|
91659xxxx0 |
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WTG Wealth Solutions |
9719 Lincoln Village Dr Ste 101 Sacramento, CA 95827 |
|
91658xxxx1 |
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5 |
1 |
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Ryan Kelly-Safe Financial Services-Wealth Advisor |
121 N Sunrise Ave, Roseville, CA 95661 |
|
91697xxxx3 |
aas***********@s*****.org |
|
14 |
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9871 |
301 |
10000 |
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Michael Pettit - Private Wealth Advisor, Ameriprise Financial Services |
1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 |
|
91658xxxx0 |
ame*******@a***.com |
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True Worth Financial Planning |
Folsom, CA 95630 |
|
91623xxxx4 |
rac****@t**********.com |
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135 |
|
155 |
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1D Marketing Group |
Carmichael, CA 95608 |
|
91623xxxx1 |
sup****@s****************.com |
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5 |
1 |
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Johnny A Kovalek - Private Wealth Advisor, Ameriprise Financial Services |
1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 |
|
91658xxxx0 |
bre*************@a***.com |
|
13 |
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Yoder & Co., CPA |
3451 Longview Dr Ste 140 Sacramento, CA 95821 |
|
91648xxxx0 |
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|
2.3 |
7 |
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Sullivan Wealth Management Group |
3721 Douglas Blvd Ste 205 Roseville, CA 95661 |
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91652xxxx0 |
bra**********@s**********.com |
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4 |
4 |
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Catherine Heath - Private Wealth Advisor, Ameriprise Financial Services |
1130 Iron Point Rd Ste 150, Folsom, CA 95630 |
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91635xxxx0 |
cat************@a***.com |
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Dawn Hartman Farrell - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
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91634xxxx4 |
acc**********@m************.com |
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Chess Financial Planning LLC |
422 1, 2 U St, Sacramento, CA 95818 |
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20743xxxx2 |
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Vector Wealth Management Inc. |
2140 Professional Dr Ste 105, Roseville, CA 95661 |
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91657xxxx0 |
fre*@v*******************.com |
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McLaughlin Wealth Advisor |
1817 Maryal Dr, Sacramento, CA 95864 |
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91648xxxx0 |
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Inspire Advisors |
818 University Ave, Sacramento, CA 95825 |
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91623xxxx1 |
jev**********@i**************.com |
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120 |
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130 |
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Nissi Wealth |
2140 Professional Dr Ste 105, Roseville, CA 95661 |
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91657xxxx0 |
ter*@n**********.com |
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First Summit Wealth Management |
301 University Ave, Sacramento, CA 95825 |
|
83374xxxx0 |
ran*********@f************.com |
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Wealth Enhancement Group |
2600 E Bidwell St Ste 215, Folsom, CA 95630 |
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91698xxxx0 |
bha*****@w****************.com |
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The Blackprint to Wealth |
Arden-Arcade, CA 95825 |
|
91653xxxx4 |
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5 |
1 |
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Allworth Financial |
8775 Folsom Blvd #100, Sacramento, CA 95826 |
|
91648xxxx6 |
bil***********@a****************.com |
3.6 |
14 |
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5411 |
47 |
5500 |
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Blonskij Financial Service |
7840 Madison Ave Ste 107 Fair Oaks, CA 95628 |
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91653xxxx7 |
fir**@b*******.com |
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Merrill Lynch Wealth Management |
2320 E Bidwell St, Folsom, CA 95630 |
|
91698xxxx0 |
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Trinity Wealth Advisors - Ameriprise Financial Services |
1130 Iron Point Rd Ste 150, Folsom, CA 95630 |
|
91635xxxx0 |
bra*********@a***.com |
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244 |
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American River Wealth Management |
3100 Zinfandel Dr # 255, Rancho Cordova, CA 95670 |
|
91636xxxx7 |
aub*******@a******************.com |
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258 |
3 |
260 |
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Beverly Hills Wealth Management |
5777 Ridge Park Dr, Loomis, CA 95650 |
|
87724xxxx0 |
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Jeanine Nucum - Mortgage Brokers GTG Financial |
490 Chadbourne Rd Ste A147 Fairfield, CA 94534 |
|
70736xxxx7 |
jea****@g****.com |
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5 |
118 |
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Ridge Point Financial Wealth Management |
1478 Stone Point Dr, Roseville, CA 95661 |
|
91677xxxx3 |
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Capital Planning Advisors |
1420 Rocky Ridge Dr Ste 140 Roseville, CA 95661 |
|
91628xxxx0 |
ant****@c**********************.com |
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200 |
7 |
194 |
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KW Wealth Management |
2377 Gold Meadow Way Unit 100 Gold River, CA 95670 |
|
91675xxxx8 |
c18*****************************@s*****.wixpress |
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5 |
1 |
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Delta Wealth Management |
19344 Rosewood Way, Woodbridge, CA 95258 |
|
20922xxxx4 |
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Ryan Kelly-Safe Financial Services-Wealth Advisor |
8789 Auburn Folsom Rd, Granite Bay, CA 95746 |
|
91697xxxx3 |
aas***********@s*****.org |
|
168 |
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9855 |
370 |
10000 |
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Bank of Marin |
1545 River Park Dr Ste 107, Sacramento, CA 95814 |
|
91656xxxx0 |
ach**********@b**********.com |
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Steve C Luth Insurance Services |
5011 Golden Foothill Pkwy Ste 1 El Dorado Hills, CA 95762 |
|
91698xxxx0 |
mer**@s********.com |
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1 |
1 |
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21 |
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29 |
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Morgan Stanley Wealth Management |
155 Cadillac Dr, Sacramento, CA 95825 |
|
91692xxxx0 |
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Strategic Wealth Legal Advisers Inc |
3701 Lennane Dr, Sacramento, CA 95834 |
|
91632xxxx0 |
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Next Step Wealth Management |
1227 Pleasant Blvd, Roseville, CA 95678 |
|
91643xxxx7 |
hea****@n***********.com |
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Nicholas Pension Consultants |
10933 Trade Center Dr Ste 100 Rancho Cordova, CA 95670 |
|
91663xxxx0 |
ada*@n**************.com |
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2.4 |
20 |
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Farmers Insurance - Edward Hoge |
729 Sunrise Ave Ste 502 Roseville, CA 95661 |
|
91674xxxx2 |
abc***@f******.com |
4.4 |
11 |
5 |
2 |
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19 |
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Kera Capital Partners |
Sacramento, CA 95817 |
|
40866xxxx4 |
inf*@k******.com |
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Nix Wealth Management |
1545 River Park Dr Ste 401 Sacramento, CA 95815 |
|
91692xxxx9 |
afh***************@b******************.com |
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The Mosaicpointe Wealth Management Group-Morgan Stanley |
2365 Iron Point Rd, Folsom, CA 95630 |
|
91698xxxx8 |
acc**********@m************.com |
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Ken Christie - Spectrum Wealth Advisors |
5925 Granite Lake Dr Ste 130 Granite Bay, CA 95746 |
|
91677xxxx0 |
dav**********@s********.com |
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5 |
1 |
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Ultimate Wealth Formula |
Serving theSacramento Area |
|
91671xxxx6 |
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Masters Team Mortgage |
50 Iron Point Cir Ste 140 Folsom, CA 95630 |
|
91698xxxx8 |
aar**@m******************.com |
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4.8 |
75 |
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LPL Financial |
2233 Watt Ave #282, Sacramento, CA 95825 |
|
91627xxxx8 |
aar********@l**.com |
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20104 |
234 |
21000 |
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U.S. Bancorp Investments - Financial Advisors: Sacramento |
1851 Heritage Ln #250, Sacramento, CA 95815 |
|
91692xxxx5 |
all*********@a*****.usbank |
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345429 |
5408 |
348000 |
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Cantorbridge Financial |
4364 Town Center Blvd Ste 211 El Dorado Hills, CA 95762 |
|
91669xxxx3 |
adm**@c***********.com |
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California Private Wealth | LPL Financial |
970 Reserve Drive Roseville California Suite 100, Roseville, CA 95678 |
|
66923xxxx0 |
inf*@s**********.com |
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24 |
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24 |
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Barrilleaux Wealth Management |
590 39th St, Sacramento, CA 95816 |
|
98032xxxx2 |
aar********@l**.com |
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20102 |
233 |
21000 |
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Snyder Wealth Management Strategies |
967 Reserve Dr, Roseville, CA 95678 |
|
91678xxxx1 |
cla************@w*************************.net |
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Bradley Mitchell - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx7 |
abc*******@u**.com |
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Twin Rivers Wealth Management |
1783 Tribute Rd D, Sacramento, CA 95815 |
|
91654xxxx0 |
awr****@t********.com |
5 |
4 |
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Merrill Lynch Financial Advisor Ariel T. Agustin |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx8 |
aar**********@s*****.com |
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Grant Lewis - Private Wealth Advisor, Ameriprise Financial Services |
2150 River Plaza Dr Ste 280, Sacramento, CA 95833 |
|
91638xxxx6 |
ang**********@a***.com |
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82 |
|
443 |
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Peter Gaylord Services |
Rocklin, CA 95765 |
|
27922xxxx0 |
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5 |
1 |
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PearTree Advisory Group |
1227 Pleasant Grove Blvd Ste 200 Roseville, CA 95678 |
|
91629xxxx4 |
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Bank of Marin |
66 Main Street, Ione, CA 95640 |
|
20927xxxx1 |
ach**********@b**********.com |
4.7 |
3 |
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Weco Business Services |
8776 Sharmead Way Fair Oaks, CA 95628 |
|
91682xxxx5 |
eri*@w***********.com |
|
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5 |
1 |
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Morgan Stanley Wealth Management |
416 Auburn Folsom Rd, Auburn, CA 95603 |
|
53088xxxx7 |
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Wealth Recovery Solutions |
255 N Market St Ste 120 San Jose, CA 95110 |
|
40827xxxx9 |
col*************@g****.com |
|
|
4.6 |
7 |
|
|
232 |
51 |
234 |
|
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Thomas Qvistgaard - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx1 |
abc*******@u**.com |
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Western Wealth Management |
3604 Fair Oaks Blvd, Sacramento, CA 95864 |
|
91697xxxx6 |
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OneSource |
8261 Greenback Ln Ste 100 Fair Oaks, CA 95628 |
|
88826xxxx4 |
con***@h*******************.com |
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CalBay Investments Inc |
3425 American River Dr B, Sacramento, CA 95864 |
|
80072xxxx9 |
bon***@c****************.com |
|
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|
518 |
|
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|
Dominick Anton Financial Advisor at Twin Rivers Wealth Management |
1783 Tribute Rd D, Sacramento, CA 95815 |
|
91654xxxx5 |
abb**@c*******.com |
5 |
40 |
|
|
|
|
9883 |
30 |
12000 |
|
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Harvest Wealth Advisors |
951 Reserve Dr, Roseville, CA 95678 |
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91696xxxx1 |
ash*****@h********************.com |
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Mosaic Wealth Solutions |
301 University Ave, Sacramento, CA 95825 |
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91633xxxx0 |
loe********@l**.com |
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FC360 |
1508 Eureka Rd Ste 145 Roseville, CA 95661 |
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91637xxxx0 |
doe*****@f****.com |
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2 |
5 |
21 |
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Sentinel Wealth Management & Insurance Services |
1501 El Camino Ave, Sacramento, CA 95815 |
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91692xxxx1 |
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Towerpoint Wealth |
500 Capitol Mall Ste 2350, Sacramento, CA 95814 |
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91640xxxx0 |
ag@t***************.com |
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473 |
412 |
503 |
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Money Bridge Wealth & Income Planning |
300 Harding Blvd Ste 218 Roseville, CA 95678 |
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91687xxxx0 |
fir**@m**********.money |
5 |
15 |
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Kim Sutton - SAFE Financial Services - LPL Financial Advisor |
12519 Folsom Blvd Rancho Cordova, CA 95742 |
|
91697xxxx3 |
abd********@s*****.org |
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9855 |
370 |
10000 |
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UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
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80067xxxx3 |
abc*******@u**.com |
5 |
1 |
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Abrate & Olsen Law Group |
601 University Ave Ste 225 Sacramento, CA 95825 |
|
91655xxxx8 |
dan@a*************.com |
4.3 |
6 |
4.7 |
23 |
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360 |
2 |
367 |
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Morgan Stanley Wealth Management |
5650 Sunrise Blvd, Citrus Heights, CA 95610 |
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91644xxxx1 |
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C&A Welch |
101 Parkshore Dr Ste 100 Folsom, CA 95630 |
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91694xxxx6 |
adm**@c**.tax |
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5 |
7 |
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21 |
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Family Wealth Law Group, Professional Corporation |
3626 Fair Oaks Blvd Ste 300 Sacramento, CA 95864 |
|
91652xxxx2 |
aly***@f*******************.com |
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4.6 |
10 |
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Gregory Beyer, Esq |
433 F St Lincoln, CA 95648 |
|
91664xxxx9 |
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4 |
2 |
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Jason Mata - American Pacific Mortgage Corp |
980 9th St, Ste 340 Sacramento, CA 95814 |
|
80045xxxx6 |
c18*****************************@s*****.wixpress |
4.9 |
215 |
4.9 |
85 |
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Ryan Kelly - SAFE Financial Services - Wealth Advisor |
121 N Sunrise Roseville, CA 95661 |
|
91697xxxx3 |
abd********@s*****.org |
4 |
1 |
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9860 |
314 |
10000 |
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Safe Harbor Pension & Wealth |
1504 Eureka Rd Ste 230 Roseville, CA 95661 |
|
91686xxxx0 |
ean******@s***********.com |
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5 |
1 |
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185 |
3 |
183 |
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Sightline Wealth |
9700 Business Park Dr Ste 204 Sacramento, CA 95827 |
|
91639xxxx7 |
c18*****************************@s*****.wixpress |
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Nick Weber Wealth |
1110 Iron Point Rd, Folsom, CA 95630 |
|
91693xxxx1 |
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Wealth Management Associates Sacramento |
2280 E Bidwell St Ste 20, Folsom, CA 95630 |
|
91635xxxx4 |
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Capitol Wealth Management |
701 Fulton Ave, Sacramento, CA 95825 |
|
91692xxxx0 |
dal***@c********.com |
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JM Wealth Management |
2990 Lava Ridge Ct, Roseville, CA 95661 |
|
91636xxxx9 |
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Rogers Wealth Planning |
1337 Howe Ave Ste 250, Sacramento, CA 95825 |
|
91648xxxx3 |
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Trinity Wealth Management |
3721 Douglas Blvd Roseville, CA 95661 |
|
91678xxxx0 |
cma**@t*************.com |
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FuturePoint Wealth Advisors - Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx1 |
col**********@a***.com |
|
313 |
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216 |
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217 |
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Western Wealth Management |
3604 Fair Oaks Blvd Ste 140 Sacramento, CA 95864 |
|
91697xxxx6 |
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McLaughlin Wealth Advisor |
1817 Maryal Dr STE 200, Sacramento, CA 95864 |
|
91648xxxx6 |
kow***@**.firstallied |
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Family Wealth Law Group, PC |
520 Capitol Mall #150, Sacramento, CA 95814 |
|
91652xxxx2 |
aly***@f*******************.com |
5 |
1 |
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Eagle West Wealth Management Inc |
1013 Galleria Blvd, Roseville, CA 95678 |
|
91636xxxx0 |
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Williamson Financial Solutions |
1111 Howe Ave suite 530-a, Sacramento, CA 95825 |
|
91692xxxx0 |
kpw***@o**********.com |
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Parkshore Wealth Management |
50 Iron Point Cir Ste 140, Folsom, CA 95630 |
|
91679xxxx7 |
dan***@p**************.com |
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12Wealth Mind Strategies |
3350 Watt Ave Ste C, Sacramento, CA 95821 |
|
53038xxxx6 |
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W J Pacheco Wealth Management |
850 Iron Point Rd Ste 140, Folsom, CA 95630 |
|
91685xxxx9 |
aar********@l**.com |
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20066 |
216 |
21000 |
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Chamberlain Financial Planning & Wealth Management |
333 University Ave #200, Sacramento, CA 95825 |
|
91656xxxx0 |
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Barretta Wealth Management |
63 Natoma St Ste 170 Folsom, CA 95630 |
|
91629xxxx2 |
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3.7 |
3 |
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Zeller Kern Private Wealth Management Inc |
11335 Gold Express Dr Ste 155 Gold River, CA 95670 |
|
91643xxxx0 |
ama******@z*********.com |
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4.5 |
8 |
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112 |
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112 |
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Terry Sherrill - Private Wealth Advisor, Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
dns*****@a***.com |
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Merrill Lynch Financial Advisor Kevin M Kimura |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx4 |
aar**********@s*****.com |
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Parkshore Wealth Management |
3007 Douglas Blvd Ste 150, Roseville, CA 95661 |
|
91679xxxx7 |
dan***@p*********.com |
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193 |
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Morgan Stanley Wealth Management |
1478 Stone Point Dr, Roseville, CA 95661 |
|
91679xxxx6 |
acm***********@m************.com |
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Alex Garcia - Private Client Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
20920xxxx8 |
aab****@b************.com |
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40844 |
177 |
41000 |
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Comprehensive Wealth Management |
1130 Iron Point Rd Folsom, CA 95630 |
|
91635xxxx0 |
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Owens Estate & Wealth Strategies Group |
128 East St, Auburn, CA 95603 |
|
53082xxxx5 |
aar************@r***********.com |
|
13 |
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299 |
|
318 |
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Northern California Center for Estate Planning & Elder Law |
2277 Fair Oaks Blvd Ste 320 Sacramento, CA 95825 |
|
91643xxxx0 |
inf*@n*************.com |
|
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3 |
2 |
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196 |
3 |
219 |
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Mosaic Wealth Solutions- Loel Heupel, Financial Planner |
301 University Ave #130, Sacramento, CA 95825 |
|
91633xxxx0 |
loe********@l**.com |
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Nix Wealth Management |
1545 River Park Dr, Sacramento, CA 95815 |
|
91692xxxx9 |
jes**@n******************.com |
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Young Wealth Management |
4626 2nd St Ste 110, Davis, CA 95618 |
|
53023xxxx2 |
bre**@y********************.com |
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Kenton Bradley - Private Wealth Advisor, Ameriprise Financial Services |
13620 Lincoln Way Ste 275, Auburn, CA 95603 |
|
53082xxxx7 |
dns*****@a***.com |
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502 |
91 |
510 |
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HoyleCohen Wealth Management, Sacramento |
1425 River Park Dr Suite 110, Sacramento, CA 95815 |
|
91658xxxx0 |
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Main Street Wealth Group - Ameriprise Financial Services |
431 Cleveland St, Woodland, CA 95695 |
|
53066xxxx8 |
ash**********@a***.com |
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Credit For Life |
1075 Creekside Ridge Dr Ste 160 Roseville, CA 95678 |
|
91646xxxx5 |
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2 |
8 |
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Snyder Wealth Management Group, Inc. |
967 Reserve Dr Roseville, CA 95678 |
|
91678xxxx1 |
inf*@u************.com |
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Davidson Lineberger Wealth Management |
2901 Douglas Blvd, Roseville, CA 95661 |
|
91658xxxx0 |
dom***@b*********.com |
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LEVEL Coaching |
970 Reserve Dr Ste 201 Roseville, CA 95678 |
|
88861xxxx0 |
car*@l*************.com |
|
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5 |
5 |
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Turn-Key Lending & Realty |
1100 Corporate Way Ste 210 Sacramento, CA 95831 |
|
88850xxxx4 |
adi*****@t**************.com |
|
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5 |
33 |
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Bocceri Board Higgins Kitz The Penn Mutual |
2100 Northrop Ave Ste 600 Sacramento, CA 95825 |
|
91692xxxx0 |
pw-********************************@p**************.org |
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Roseman Wagner Wealth Management |
3260 Penryn Rd, Loomis, CA 95650 |
|
91665xxxx4 |
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Allison Wealth Management |
1610 Arden Wy #299, Sacramento, CA 95815 |
|
91643xxxx3 |
ric************@s****************.com |
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TaxPro Accounting |
601 University Ave Ste 278 Sacramento, CA 95825 |
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91647xxxx3 |
chr****@4********.com |
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4.6 |
19 |
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Stanley Leong - Private Wealth Advisor, Ameriprise Financial Services |
1700 Eureka Rd Ste 110, Roseville, CA 95661 |
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91678xxxx5 |
dns*****@a***.com |
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Merrill Lynch Financial Advisor Nick M Brown |
555 Capitol Mall, Sacramento, CA 95814 |
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91664xxxx7 |
ale*********@m*.com |
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Sean M Langley - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
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91656xxxx8 |
acc**********@m************.com |
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Paul Cutter - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
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91664xxxx6 |
abc*******@u**.com |
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Financial Advocates Investment Management - Northern California |
2267 Lava Ridge Ct Ste 105 Roseville, CA 95661 |
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91675xxxx5 |
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Navion Financial Advisors |
400 Capitol Mall Ste 900, Sacramento, CA 95814 |
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53029xxxx1 |
doe*@n*********.com |
5 |
1 |
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118 |
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ProsperPlan Wealth |
2377 Gold Meadow Way Ste 100, Gold River, CA 95670 |
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91690xxxx3 |
chr**@p**********.com |
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Schmoekel Wealth Management |
602 Court St Ste 2, Woodland, CA 95695 |
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53066xxxx3 |
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Michael Sebesta Wealth Management |
5925 Granite Lake Dr, Granite Bay, CA 95746 |
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91677xxxx0 |
b.b*****@a**********.com |
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Chimera Wealth |
1971 Discovery Village Ln, Gold River, CA 95670 |
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70758xxxx7 |
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LPL Financial Martin R Meier |
7919 Pebble Beach Dr Suite 202, Citrus Heights, CA 95610 |
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91686xxxx7 |
mar*********@l**.com |
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Charles Schwab |
1186 Roseville Parkway Suite #180 Roseville, CA 95678 |
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91678xxxx0 |
chr**************@s*****.com |
3.5 |
16 |
2.4 |
10 |
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Unlimited Wealth Investors Network |
3775 N Fwy Ste 101 Sacramento, CA 95834 |
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91694xxxx7 |
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Soul Fire Credit Repair |
Rocklin, CA 95765 |
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91658xxxx1 |
ama***@s*************.com |
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Colin Grahl - Private Wealth Advisor, Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
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91667xxxx0 |
col**********@a***.com |
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TSG Wealth Management - Sacramento |
333 University Ave #240, Sacramento, CA 95825 |
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91627xxxx2 |
are********@t****.com |
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Lincoln Financial Group |
8880 Cal Center Dr #220, Sacramento, CA 95826 |
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91686xxxx0 |
adm********@l**.com |
1.5 |
8 |
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Buck Wealth Management |
10112 Fair Oaks Blvd Ste 3, Fair Oaks, CA 95628 |
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91657xxxx0 |
chr***********@b*********.com |
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156 |
7 |
166 |
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U.S. Bank – Wealth Management Banker: Ashley Garcia |
1401 Merkley Ave, West Sacramento, CA 95691 |
|
91641xxxx1 |
aar************@u*****.com |
5 |
1 |
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Wealth Makers |
7149 Clearbrook Way Sacramento, CA 95823 |
|
91668xxxx5 |
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Wisdom Financial Corporation |
5716 Folsom Blvd #294, Sacramento, CA 95819 |
|
32328xxxx5 |
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McCauley Health Insurace |
6040 Hazel Ave Ste C Orangevale, CA 95662 |
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91635xxxx7 |
bet*******************@g****.com |
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5 |
5 |
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Nix Wealth Management |
1545 River Park Dr #203, Sacramento, CA 95815 |
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91692xxxx9 |
joe**@n******************.com |
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Morgan Stanley Wealth Management |
1101 Investment Blvd, El Dorado Hills, CA 95762 |
|
91693xxxx0 |
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Covert Capital Management |
601 University Ave Ste 123 Sacramento, CA 95825 |
|
91647xxxx0 |
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McLaughlin Wealth Advisor |
2377 Gold Meadow Way Ste 100 Gold River, CA 95670 |
|
91689xxxx1 |
kow***@**.firstallied |
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Strategic Wealth Legal Advisors P.C. |
2601 K St, Sacramento, CA 95816 |
|
91632xxxx0 |
ant****@s*******************.com |
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Edelman Financial Engines |
2130 Professional Dr Ste 190 Roseville, CA 95661 |
|
83375xxxx3 |
aar*******@e**********************.com |
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Wj Pacheco Wealth Management |
2200 E Bidwell St Ste 100, Folsom, CA 95630 |
|
91681xxxx4 |
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Ascendant Wealth Management Group - Ameriprise Financial Services |
2150 River Plaza Dr Ste 280, Sacramento, CA 95833 |
|
91664xxxx0 |
aly**********@a***.com |
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79 |
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439 |
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Buck Wealth Management |
5207 Sunrise Blvd Ste 120 Fair Oaks, CA 95628 |
|
91657xxxx0 |
chr***********@b*********.com |
5 |
1 |
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Wealth Management Associates Sacramento |
2600 E Bidwell St Suite #210, Folsom, CA 95630 |
|
91635xxxx4 |
and********@w*********.net |
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42 |
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Genesis Wealth Group |
2540 Douglas Blvd Ste 200, Roseville, CA 95661 |
|
91678xxxx5 |
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Rojas and Associates, CPAs |
1300 S St Sacramento, CA 95811 |
|
91636xxxx0 |
bob******@r*******.com |
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4 |
4 |
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Charles Schwab |
2600 E Bidwell St Ste 205 Folsom, CA 95630 |
|
80043xxxx0 |
app*******************@s*****.com |
5 |
3 |
1 |
1 |
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Chamberlain Financial Planning & Wealth Management |
231 D St Ste B Davis, CA 95616 |
|
53028xxxx0 |
kin*****@g****.com |
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Linda Bigler, The Money Magnet |
Sacramento, CA 95826 |
|
91671xxxx1 |
coa**@l**********.com |
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5 |
2 |
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619 |
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Brett Tank - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx3 |
abc*******@u**.com |
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Mike Little, CPWA® - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91634xxxx2 |
acc**********@m************.com |
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Maraki Consulting |
Woodland, CA 95776 |
|
30533xxxx7 |
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Sonin Law |
21 Court St Woodland, CA 95695 |
|
53066xxxx6 |
bso***@b********.com |
4.6 |
10 |
4.5 |
14 |
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Green Wealth Management |
2600 E Bidwell St Ste 150, Folsom, CA 95630 |
|
91698xxxx0 |
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2 |
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Zach Vail - Financial Advisor, Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
bry*********@a***.com |
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35 |
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33 |
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Zimmerman Wealth Strategies |
3013 Douglas Blvd, Roseville, CA 95661 |
|
91674xxxx8 |
a@z**************.com |
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Morgan Stanley Wealth Management |
1663 Eureka Rd, Roseville, CA 95661 |
|
91679xxxx0 |
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Brad L’Engle Team - Guild Mortgage Planning |
2330 E Bidwell St Ste 203 Folsom, CA 95630 |
|
91693xxxx7 |
ble****@g************.net |
4.8 |
34 |
4.9 |
56 |
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Giordano Wealth Management Group |
8880 Cal Center Dr Ste 400 Sacramento, CA 95826 |
|
40835xxxx4 |
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Robb Molnar - Wealth Financial Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
91620xxxx4 |
aab****@b************.com |
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40844 |
177 |
41000 |
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Capital Region Financial Group |
101 Parkshore Dr Ste 100 Folsom, CA 95630 |
|
91698xxxx0 |
ell****@c*******.com |
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Stifel | Patrick L. Hassna |
1420 Rocky Ridge Dr Ste 340 Roseville, CA 95661 |
|
91662xxxx2 |
has****@s*****.com |
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Merrill Lynch Financial Advisor David Dale Milligan |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx1 |
ari*********@m*.com |
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Harper Davis Financial |
1601 Response Rd # 110, Sacramento, CA 95815 |
|
91661xxxx7 |
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Randy M Herr - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 280, Sacramento, CA 95833 |
|
51520xxxx0 |
dns*****@a***.com |
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Stutsman Wealth Management |
9851 Horn Rd Ste 260, Sacramento, CA 95827 |
|
91636xxxx8 |
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CoreMark Insurance Services |
4430 Duckhorn Dr Sacramento, CA 95834 |
|
86634xxxx7 |
ami****@c**********.com |
|
|
3.7 |
3 |
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|
267 |
42 |
275 |
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Joe Wu, CPA |
Walnut Creek, CA 94598 |
|
92577xxxx9 |
joe**@j*******.com |
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4.9 |
35 |
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Apex Insurance and Financial Services |
5942 Ellerslee Dr Carmichael, CA 95608 |
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91633xxxx5 |
jos*****@a**********.me |
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Archer Pointe Wealth Management |
333 University Ave Suite 200, Sacramento, CA 95825 |
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91656xxxx0 |
inf*@a*************.com |
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Douglas Crumley Jr - Private Wealth Advisor, Ameriprise Financial Services |
7956 California Ave, Fair Oaks, CA 95628 |
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91663xxxx0 |
dns*****@a***.com |
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183 |
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186 |
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Encompass Wealth Advisers |
100 Howe Ave #120s, Sacramento, CA 95825 |
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91627xxxx9 |
chr**********@a***********.com |
5 |
22 |
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Private Wealth Management |
770 L St, Sacramento, CA 95814 |
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91644xxxx2 |
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West Coast Swiss Group |
455 Capitol Mall, Sacramento, CA 95814 |
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91679xxxx4 |
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5 |
1 |
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Edelman Financial Engines |
9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758 |
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83375xxxx3 |
aar*******@e**********************.com |
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18768 |
23 |
20000 |
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Empyrion Wealth Management Inc |
3741 Douglas Blvd Ste 130, Roseville, CA 95661 |
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91678xxxx6 |
kim*****@e*************.com |
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Uppal Insurance Agency |
7816 Uplands Way Ste B Citrus Heights, CA 95610 |
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91666xxxx1 |
bob**@u**************.com |
5 |
9 |
4.7 |
14 |
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McHarg & Associates Wealth Planning |
2277 Fair Oaks Blvd #425, Sacramento, CA 95825 |
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91692xxxx2 |
cli***********@m***************.com |
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North Star Financial Partners |
2180 Harvard St #410, Sacramento, CA 95815 |
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91677xxxx0 |
lxx@n*************************.com |
4.5 |
2 |
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Merrill Lynch Financial Advisor John H Matzoll |
555 Capitol Mall, Sacramento, CA 95814 |
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91664xxxx9 |
ann********@m*.com |
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Spectrum Wealth Advisors |
5925 Granite Lake Dr Ste 130 Granite Bay, CA 95746 |
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91677xxxx0 |
dav**********@s********.com |
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The Sacramento Wealth Management Group - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx2 |
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Koru Financial Therapy |
Sacramento, CA 95819 |
|
91623xxxx3 |
6f0*************************************@w*****************.com |
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Snix Wealth MGMT Inc |
100 Howe Ave, Sacramento, CA 95825 |
|
91671xxxx9 |
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Genovese Burford & Brothers Wealth & Retirement Plan Management |
740 University Ave, Sacramento, CA 95825 |
|
91692xxxx7 |
bri**@g********.com |
5 |
3 |
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449 |
62 |
577 |
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Thrive Stewardship Financial Advisors |
3017 Douglas Blvd Ste 100 Roseville, CA 95661 |
|
91679xxxx7 |
cha*********@t****************.com |
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5 |
1 |
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Three Oaks Wealth |
2377 Gold Meadow Way Ste 100 Gold River, CA 95670 |
|
91631xxxx9 |
inf*@t**************.com |
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5 |
1 |
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111 |
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131 |
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Sean O'Brien-O'Brien Wealth Management |
641 Fulton Ave, Sacramento, CA 95825 |
|
91633xxxx0 |
sob@o************.com |
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Clark Allison LLP |
4944 Windplay Dr Ste 119 El Dorado Hills, CA 95762 |
|
91698xxxx0 |
cla**@c***********.com |
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5 |
1 |
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Talon Wealth Management |
180 Promenade Cir #300, Sacramento, CA 95834 |
|
91654xxxx0 |
amy*****@t******.com |
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Merrill Lynch Wealth Management |
2998 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91677xxxx0 |
ban********************@m*.com |
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Simpson Wornel |
900 Fulton Ave #100, Sacramento, CA 95825 |
|
91644xxxx9 |
jan@w************.com |
5 |
1 |
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496 |
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505 |
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M-Square Wealth Management Group |
1120 Iron Point Rd Ste 110, Folsom, CA 95630 |
|
91698xxxx3 |
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Pinnacle Wealth |
2271 Lava Ridge Ct, Roseville, CA 95661 |
|
91677xxxx7 |
ada***@p************.com |
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Piedmont Avenue Consulting |
3873 Piedmont Ave Ste 2 Oakland, CA 94611 |
|
51076xxxx5 |
aub***@p**********.com |
5 |
6 |
5 |
42 |
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582 |
9 |
579 |
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Northwestern Mutual Financial Network |
1425 River Park Dr Sacramento, CA 95815 |
|
91692xxxx0 |
a.j******@n***.com |
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2 |
4 |
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107414 |
16372 |
108000 |
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Pilcher Insurance Agency |
3805 Taylor Rd Ste 1 Loomis, CA 95650 |
|
91666xxxx0 |
bp@p***************.com |
5 |
3 |
4.3 |
11 |
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2 |
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Edward Jones - Financial Advisor: Christopher R. Dominguez |
7086 Auburn Blvd Ste 120 Citrus Heights, CA 95621 |
|
91672xxxx6 |
aar***********@e**********.com |
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5 |
1 |
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88627 |
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101000 |
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Family Wealth Legacy |
1512 Eureka Rd Ste 130, Roseville, CA 95661 |
|
91674xxxx7 |
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Harvest Wealth Advisors |
951 Reserve Dr Ste 100 Roseville, CA 95678 |
|
91696xxxx0 |
ash*****@h********************.com |
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Merrill Lynch Financial Advisor Jason M Pilcher |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
ann********@m*.com |
5 |
1 |
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Farmers Insurance - Ernest Dillard |
5145 Golden Foothill Pkwy Ste 100 El Dorado Hills, CA 95762 |
|
91672xxxx9 |
abc*******@f******.com |
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3.5 |
6 |
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Golden Empire Mortgage |
9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758 |
|
91650xxxx9 |
aba******@g******.com |
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5 |
3 |
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Northwestern Mutual Financial |
1540 River Park Dr # 114, Sacramento, CA 95815 |
|
91656xxxx0 |
abb*****@n*****************.com |
2 |
1 |
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107349 |
16225 |
108000 |
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Generations Wealth Management - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx1 |
abc*******@u**.com |
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Strategic Wealth Legal Advisers Inc |
3001 Douglas Blvd, Roseville, CA 95661 |
|
91632xxxx0 |
ant****@s*******************.com |
5 |
2 |
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Lake Tahoe Wealth Management |
101 Parkshore Dr Ste 100 Folsom, CA 95630 |
|
85551xxxx6 |
deb***@l************************.com |
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Wealth Strategies |
1101 Investment Blvd Ste 100 El Dorado Hills, CA 95762 |
|
91693xxxx2 |
aar************@r***********.com |
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17531 |
|
18000 |
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Family Wealth Law Group |
3604 Fair Oaks Blvd Ste 160, Sacramento, CA 95864 |
|
80081xxxx4 |
aly***@f*******************.com |
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5 |
1 |
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Sentinel Wealth Management & Insurance Services |
3701 Lennane Dr, Sacramento, CA 95834 |
|
91692xxxx1 |
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Rise Up Financial Solutions |
Rocklin, CA 95765 |
|
91625xxxx9 |
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5 |
1 |
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Sterling Retirement Group of Sacramento |
300 Harding Blvd Ste 115 Roseville, CA 95678 |
|
91672xxxx2 |
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4.9 |
58 |
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Crider Law Group |
333 University Ave Ste 200 Sacramento, CA 95825 |
|
91668xxxx8 |
adm**@c********.net |
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3.9 |
16 |
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Greg Polley - State Farm Insurance Agent |
8084 Old Auburn Rd Ste B Citrus Heights, CA 95610 |
|
91672xxxx4 |
|
4.9 |
54 |
4.6 |
9 |
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Law Office of Ron F Suggs |
Ste 100 Rocklin, CA 95765 |
|
91690xxxx7 |
c18*****************************@s*****.wixpress |
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4.8 |
15 |
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107 |
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114 |
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Steve Taylor-Bancwest Investment Services Wealth Financial Advisor |
500 Capitol Mall, Sacramento, CA 95814 |
|
91683xxxx4 |
aab****@b************.com |
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40846 |
177 |
41000 |
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Lederer Private Wealth Management |
3455 American River Dr Ste B, Sacramento, CA 95864 |
|
91664xxxx9 |
joh*@l*********.com |
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Wedbush Securities |
2999 Douglas Blvd Ste 260 Roseville, CA 95661 |
|
91678xxxx0 |
a.c**@w******.com |
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4510 |
289 |
4500 |
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Luke Cummings-Safe Financial Services-Wealth Advisor |
2105 Town Center Plz, West Sacramento, CA 95691 |
|
91697xxxx3 |
aas***********@s*****.org |
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9871 |
301 |
10000 |
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Wealth Wise Mortgage Planning |
101 Parkshore Dr, Folsom, CA 95630 |
|
91693xxxx0 |
and***@w*****************.com |
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Wisdom Pointe Wealth Advisors - Ameriprise Financial Services |
1700 Eureka Rd Ste 110, Roseville, CA 95661 |
|
91678xxxx5 |
dns*****@a***.com |
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Grant Lewis - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 280, Sacramento, CA 95833 |
|
91638xxxx6 |
ang**********@a***.com |
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435 |
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Pennington Financial Group |
11246 Gold Express Dr Ste 102 Gold River, CA 95670 |
|
91663xxxx8 |
dan@p*********.com |
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Integrity Financial Group |
5726 Lonetree Blvd Rocklin, CA 95765 |
|
91662xxxx3 |
cod**@i*****.net |
5 |
3 |
5 |
1 |
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OneDigital Retirement + Wealth |
1231 I St #301, Sacramento, CA 95814 |
|
91647xxxx0 |
|
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South Placer Wealth Management Group |
3175 Sunset Blvd Ste 102 Rocklin, CA 95677 |
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91625xxxx2 |
dwi****@s****.com |
4 |
4 |
5 |
1 |
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Merrill Lynch Financial Advisor Yousaf Zamanudin |
555 Capitol Mall, Sacramento, CA 95814 |
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91620xxxx0 |
ari*********@m*.com |
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Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
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91638xxxx5 |
bkr******************@a***.com |
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43 |
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43 |
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Abdallah Law Group |
555 Capitol Mall Ste 755 Sacramento, CA 95814 |
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27923xxxx8 |
mit**@a**********.net |
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3.8 |
13 |
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97 |
9 |
101 |
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Klosek Law Offices |
1024 Iron Point Rd Folsom, CA 95630 |
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91629xxxx0 |
dk@k***************.com |
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Richard P Gootee - Atherton Wealth Advisors |
5854 Lonetree Blvd Rocklin, CA 95765 |
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91662xxxx2 |
bar**********@o****************.com |
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Income Planning Associates |
3017 Douglas Blvd Ste 250-B Roseville, CA 95661 |
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88888xxxx8 |
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Mariner Wealth Advisors |
601 University Ave, Sacramento, CA 95825 |
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91692xxxx7 |
aal*************@m********************.com |
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15 |
4400 |
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Pacific Advisors, LLC |
20 Bicentennial Cir # 100, Sacramento, CA 95826 |
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95128xxxx3 |
axx****@g***********.com |
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Capitol City Wealth |
1610 Arden Way Ste 299, Sacramento, CA 95815 |
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91643xxxx0 |
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Granite Exchange Services |
5925 Granite Lake Dr Ste 150 Granite Bay, CA 95746 |
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80089xxxx9 |
inf*@1**********.com |
5 |
9 |
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2000 |
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Holmes Financial |
2020 Hurley Way Ste 225, Sacramento, CA 95825 |
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91669xxxx0 |
les@h********.com |
5 |
2 |
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Merrill Lynch Financial Advisor Andrew M Cloninger |
555 Capitol Mall, Sacramento, CA 95814 |
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91664xxxx8 |
ale*********@m*.com |
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David Pratt - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx1 |
col**********@a***.com |
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217 |
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Affordable Office Staff |
8980 Bradshaw Elk Grove, CA 95624 |
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91674xxxx0 |
adm**@a********************.com |
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5 |
3 |
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RL Wells & Associates |
9275 E Stockton Blvd Ste 100 Elk Grove, CA 95624 |
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91668xxxx0 |
adm**********@r*********.com |
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5 |
94 |
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339 |
21 |
331 |
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Legacy Wealth Management |
555 Capitol Mall Ste 747, Sacramento, CA 95814 |
|
91646xxxx1 |
joh*******@r*************.com |
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Harvest Wealth |
1098 Sunrise Ave, Roseville, CA 95661 |
|
91696xxxx0 |
ash*****@h********************.com |
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Crider Law Group |
3017 Douglas Blvd Ste 300 Roseville, CA 95661 |
|
91697xxxx1 |
adm**@c********.net |
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Accounting & Tax Services |
6118 Canyon Rim Ct Rocklin, CA 95765 |
|
91654xxxx9 |
ahe**@t************.com |
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4.3 |
7 |
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Chai, Wei and Associates Wealth Management - Ameriprise Financial Services |
1350 Burton Dr Ste 200, Vacaville, CA 95687 |
|
70745xxxx5 |
bri***********@a***.com |
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82 |
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PEAK Business Coaching |
111 Natoma St Ste 108 Folsom, CA 95630 |
|
70724xxxx6 |
isa*****@p*******************.com |
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5 |
11 |
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144 |
2 |
145 |
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Tate Private Wealth Advisers |
1545 River Park Dr, Sacramento, CA 95815 |
|
91692xxxx6 |
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Robert J Roth - Private Wealth Advisor, Ameriprise Financial Services |
11341 Gold Express Dr Ste 110, Gold River, CA 95670 |
|
91663xxxx1 |
car***************@a***.com |
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Monique Ambers - State Farm Insurance Agent |
2850 Del Paso Rd Ste 300 Sacramento, CA 95834 |
|
91692xxxx7 |
mon****@m*************.com |
5 |
61 |
4.6 |
17 |
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656 |
14 |
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Angel Eyes Web Designs |
6180 Jarvis Ave Ste R Newark, CA 94560 |
|
51073xxxx7 |
amk******@g****.com |
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Tate Wealth Management |
1545 River Park Dr Ste 375 Sacramento, CA 95815 |
|
91627xxxx7 |
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Wedbush Securities |
455 Capitol Mall # 150, Sacramento, CA 95814 |
|
91632xxxx9 |
cli*******@w******.com |
5 |
1 |
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William Kendall, CFP - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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Checklist Wealth Management Inc. |
2398 Fair Oaks Blvd #8, Sacramento, CA 95825 |
|
91689xxxx6 |
joh******@c************************.com |
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U.S. Bank - Private Wealth Advisor: Taylor Toledo |
621 Capitol Mall Ste 800, Sacramento, CA 95814 |
|
91649xxxx5 |
aar************@u*****.com |
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Bender Insurance Solutions |
516 Gibson Dr Ste 240 Roseville, CA 95678 |
|
91638xxxx0 |
abe****@m****************.com |
5 |
4 |
3.6 |
7 |
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18 |
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35 |
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Boyd Wealth Management |
1375 Exposition Blvd #220, Sacramento, CA 95815 |
|
91636xxxx2 |
boy********************@b**********.com |
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187 |
2 |
182 |
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McLaughlin & Co |
1401 Shore St, West Sacramento, CA 95691 |
|
91637xxxx1 |
ama******@m****.org |
5 |
1 |
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Wealth Builder Team |
Sacramento, CA 95813 |
|
91620xxxx7 |
pet************@y****.com |
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17 |
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Jackson Hewitt Tax Service |
11015 Olson Dr Ste 3 Rancho Cordova, CA 95670 |
|
91685xxxx8 |
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4 |
24 |
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Golden Wealth Capital |
3626 Fair Oaks Blvd Ste 100 Sacramento, CA 95864 |
|
91683xxxx5 |
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5 |
19 |
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Sullivan Wealth Management Group |
3721 Douglas Blvd, Roseville, CA 95661 |
|
91652xxxx0 |
bra**********@s**********.com |
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U.S. Bancorp Investments - Financial Advisors: Jaime Caraveo |
2460 Watt Ave, Sacramento, CA 95825 |
|
91669xxxx7 |
aar************@u*****.com |
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Merrill Lynch Financial Advisor David Cloninger |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
ale*********@m*.com |
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McDougal Law |
2500 Venture Oaks Way Ste 380 Sacramento, CA 95833 |
|
91681xxxx7 |
gbm@m***********.com |
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5 |
1 |
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Merrill Lynch Financial Advisor Lela S Bayley |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx2 |
ale*********@m*.com |
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Balance Point Wealth Mgmt Inc |
165 Court St, Auburn, CA 95603 |
|
53082xxxx0 |
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Morgan Stanley Wealth Management |
739 Miller Dr, Davis, CA 95616 |
|
53075xxxx7 |
aar***********@m***********************.com |
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Baird Wealth Management |
300 University Ave Ste 200 Sacramento, CA 95825 |
|
91656xxxx0 |
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Aurora Wealth Management |
7635 Green Heron Ln, Fair Oaks, CA 95628 |
|
91653xxxx3 |
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The Law Offices of Hassell and Hyatt |
7420 Greenhaven Dr Ste 115 Sacramento, CA 95831 |
|
91690xxxx6 |
jha*****@h**************.com |
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|
4.1 |
9 |
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Soesbe Financial |
5290 Elvas Ave, Sacramento, CA 95819 |
|
91658xxxx0 |
c52*************************************@w*****************.com |
5 |
1 |
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Am Dhaliwal - BancWest Investment Services Financial Advisor |
Bank of the West Tower, 500 Capitol Mall, Sacramento, CA 95814 |
|
91655xxxx2 |
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Wealth Makers |
113 Fountain Oaks Cir Apt 87 Sacramento, CA 95831 |
|
91640xxxx0 |
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Gilbert Associates, Inc |
2880 Gateway Oaks Dr Ste 100 Sacramento, CA 95833 |
|
91664xxxx4 |
a@g*********.com |
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1 |
2 |
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