Fortis Financial Group

We are your trusted financial advising firm in Gold River, California. We offer financial planning, retirement planning and investment services, as well as tax preparation/accounting services. We serv

Primerica, located in Gold River, CA, is a financial services company dedicated to helping families achieve a secure financial future through education and tailored solutions. With over 45 years of experience, their licensed representatives empower clients with simple financial concepts and offer services such as term life insurance, investments, debt solutions, and more. Committed to the well-being of middle-income families, Primerica's people-first philosophy and personalized approach aim to align clients' current finances with their future goals. Through their unique "how money works" approach and unity among representatives, Primerica strives to provide trusted financial guidance and support to help families attain financial freedom. Generated from the website

Addison Avenue Investment Services in Roseville, CA offers sophisticated wealth management services tailored to individual needs, serving a diverse range of clients including corporate executives, families, healthcare professionals, retirees, and women investors. Their comprehensive planning approach goes beyond investments to encompass retirement planning, financial planning, estate and charitable giving, and trust management. With a client-focused team led by Michael W. McCreary Jr., CFP, and Don Mason, Addison Avenue Investment Services provides personalized guidance and structured processes to help clients achieve their financial goals. Their analytical insights and risk management strategies aim to build and balance portfolios while preparing clients for long-term financial success. Generated from the website