South Placer Financial Management

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4491 Pacific St Ste B
Rocklin, CA 95677
+1 (916) 813-6314
https://www.spwmg.com

South Placer Financial Management, located in Rocklin, CA, is an independent financial services firm dedicated to helping individuals devise tailored retirement strategies through a comprehensive range of investment and insurance products. Their team employs a structured process that includes gathering client information, conducting a needs analysis, and presenting detailed recommendations to align with each client's financial goals.

The firm emphasizes a commitment to ongoing client engagement, conducting semiannual performance reviews and hosting workshops to address evolving needs and concerns. They are affiliated with Centaurus Financial, Inc., providing a foundation of securities and advisory services while ensuring clients are informed about the risks and considerations associated with investment decisions.

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