Altum Wealth Advisors

Rubicon Advisors is a financial advisory firm based in Redding, CA, with an associated office in Roseville, CA. They offer a range of services including insurance, wealth management, and financial guidance, tailored to individual needs and goals. With a focus on providing actionable strategies, Rubicon Advisors aims to help clients preserve and grow their wealth, navigating the complexities of the investment landscape. As a Registered Investment Advisor, Rubicon Advisors works with clients nationwide, offering personalized plans and strategies to protect assets and achieve financial success. Their team of professionals is dedicated to assisting clients throughout their financial journey, providing comprehensive advice and guidance. Whether it's evaluating insurance options, executing sound investment strategies, or developing personalized plans, Rubicon Advisors is committed to helping clients achieve their financial goals.Generated from the website

Sweeney & Michel LLC is a financial planning and investment management team based in Chico, CA, dedicated to simplifying complex financial matters for their clients. With a team of experienced financial advisors and Certified Financial Planners, they prioritize the best interests of their clients by offering fee-only services and avoiding conflicts of interest. As a registered investment advisor, Sweeney & Michel LLC operates as fiduciaries, providing personalized planning and investment recommendations without the pressure to sell proprietary products for commissions. Their transparent fee-based approach, with no trading costs or minimums, allows for greater savings to be passed along to clients, ensuring a cost-effective and client-focused experience. Generated from the website