Financial Services

Impact Financial Advisors

2827 Spafford St. Suite B2
Davis, CA 95618

Paul Romo

(855) 728-7285

909-844-6888

Member Since: 2011

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Edward Jones - Carolyn Stiver, Financial Advisor

4627 Fermi Place, Suite 130
Davis, CA 95618

Carolyn Stiver

530-747-2002

Member Since: 2011

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Edward Jones - Jen Kukis AAMS - Financial Advisor

503 4th Street, Suite A
Davis, CA 95616

Jen Kukis

530.564-4655

Member Since: 2021

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Symphony Financial Planning - Ann Fagan

1784 Picasso Ave
Davis, CA 95618

Ann Fagan

530-758-2885

Member Since: 1982

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Charles Schwab & Co.

508 Second St. Suite 110
Davis, CA 95616

Paul Lacoste

(530) 792-8894

Member Since: 2013

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Edward Jones - Peter Jensen VI, Financial Advisor

750 F Street, Suite 3
Davis, CA 95616

Peter Jensen

530-753-9244

Member Since: 2018

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Edward Jones - Matt Yancey, Financial Advisor

750 F Street Suite 3
Davis, CA 95618

Matt Yancey

530-753-9244

Member Since: 2019

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AGR Partners

221 1st Street
Davis, CA 95616

Trevor Warren

9133695857

Member Since: 2016

The AGR team takes a local approach to its global pursuit of prosperous opportunities in the food and agriculture industry.

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Jiaye Guan

2999 Douglas Blvd #350, Roseville, CA 95661
Roseville, CA 95661

Jiaye Guan

480-398-5275

Member Since: 2021

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Edward Jones - David Cougevan, Financial Advisor

1105 Kennedy Place, Ste 4
Davis, CA 95616

David P. Cougevan

530-746-5126

Member Since: 2019

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Symphony Financial Planning

1784 Picasso Ave., Suite D
Davis, CA 95618

Paul Meyerhoff

530-758-2885

Member Since: 2018

We provide fee-only financial planning and investment management services to professionals in the public and private sectors throughout the Davis and Sacramento area.

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Mutual of Omaha Investor Services

100 Howe Avenue
Sacramento, CA 95825

Jana Salocks

9168610050

Member Since: 2021

Do you need a financial plan? Sit down with a professional financial planner who can help you cut through the haze of emotions, prioritize your goals and draw up a roadmap for getting from here to there.