Citibank

Bridgeview Capital Advisors Inc. is a registered investment advisor based in El Dorado Hills, CA, specializing in fiduciary investment management, financial planning, and tax planning. With over two decades of experience, the firm is committed to putting clients' interests first and providing straightforward guidance tailored to individual financial needs. As a fee-only firm, Bridgeview Capital Advisors does not earn commissions from selling financial products, ensuring that compensation comes solely from clients. The firm emphasizes building long-term relationships with clients, offering personalized solutions to help manage wealth and minimize taxes throughout various life stages. Generated from the website

Young Robert A is a dedicated financial planner located in Woodland, CA. With a focus on personalized financial strategies, he helps clients navigate their financial goals with expertise and care. Whether it's retirement planning, investment advice, or budgeting, Robert offers comprehensive services tailored to meet individual needs, ensuring peace of mind for his clients. Generated from this place's information

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 Woodland is here for you, serving the western suburbs of Sacramento. 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.