Allstate Personal Financial Representative: Jonathan Schedler

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Roseville is here for you, serving the greater Sacramento area, including Placer, El Dorado, Amador, Solano, Yolo, Colusa, Sutter, Yuba, Butte, Nevada and Sacramento counties. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Elk Grove – open by appointment only – is here for you, serving Elk Grove, South Sacramento, Wilton, Galt, Lodi, Stockton and the surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Capital Region Financial Group, LLC serves the Sacramento region as a comprehensive wealth management firm. CRFG takes a supportive approach for our client’s finances by providing them a unique combination of capital preservation and wealth creation strategies. We work with a select group of individuals and businesses and thoroughly attend to each of our clients' specific needs. With our carefully orchestrated Wealth Management Process, we will solve and/or enhance your financial situation so that the outcome is more consistent with your goals.