Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Symphony Financial Planning
Symphony Financial Planning
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1784 Picasso Ave., Suite D
Davis, CA 95618
Elena FalkenElena Falken
Work Phone: 530-758-2885530-758-2885
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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Edward Jones - David Cougevan, Financial Advisor
Edward Jones - David Cougevan, Financial Advisor
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1105 Kennedy Place, Ste 4
Davis, CA 95616
David P. CougevanDavid P. Cougevan
Work Phone: 530-746-5126530-746-5126
Member Since: 2019
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Edward Jones - Jen Kukis AAMS - Financial Advisor
Edward Jones - Jen Kukis AAMS - Financial Advisor
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503 4th Street, Suite A
Davis, CA 95616
Jen KukisJen Kukis
Work Phone: 530.564-4655530.564-4655
Member Since: 2021
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Carbahal Olsen Financial Services
Carbahal Olsen Financial Services
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1107 Kennedy Pl., Suite 3
Davis, CA 95616
Larry OlsenLarry Olsen
Work Phone: 530-758-4921530-758-4921
Member Since: 1995
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Wild West Payroll Service
Wild West Payroll Service
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524 Main Street, Suite 202
Woodland, CA 95695
Cio PerezCio Perez
Work Phone: 530-661-3779530-661-3779
Member Since: 1992
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California Statewide Certified Development Corp.
California Statewide Certified Development Corp.
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426 D Street
Davis, CA 95616
Anita BooneAnita Boone
Work Phone: 530-756-9310530-756-9310
Member Since: 1993
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Symphony Financial Planning - Ann Fagan
Symphony Financial Planning - Ann Fagan
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1784 Picasso Ave
Davis, CA 95618
Ann FaganAnn Fagan
Work Phone: 530-758-2885530-758-2885
Member Since: 1982
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Nationwide Insurance - Cedarwood Financial & Insurance Services
Nationwide Insurance - Cedarwood Financial & Insurance Services
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1777 Oak Avenue, Suite B
Davis, CA 95616
Andrew YangAndrew Yang
Work Phone: 530-753-0700530-753-0700
877-753-0704877-753-0704
Member Since: 2005
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Solano Strategic Financial Advisors
Solano Strategic Financial Advisors
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423 F Street
Davis, CA 95616
Betsy SullivanBetsy Sullivan
Work Phone: (530) 753-6527(530) 753-6527
Member Since: 2019
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AGR Partners
AGR Partners
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221 1st Street
Davis, CA 95616
Trevor WarrenTrevor Warren
Work Phone: 91336958579133695857
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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Jason Heise, CFP® CLU®
Jason Heise, CFP® CLU®
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707 Commons Drive, Suite 101d
Sacramento, CA 95825
Jason HeiseJason Heise
Work Phone: 800-350-4500800-350-4500
650-438-9954650-438-9954
Member Since: 2015
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Mutual of Omaha
Mutual of Omaha
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100 Howe Avenue, Suite 120 South
Sacramento, CA 95825
Jana SalocksJana Salocks
Work Phone: 916-861-0050916-861-0050
Member Since: 2019
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James Belenis, AIF®
James Belenis, AIF®
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508 Second St., Ste. 211
Davis, CA 95616
James BelenisJames Belenis
Work Phone: (530) 564-4236(530) 564-4236
Member Since: 2013
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Charles Schwab & Co.
Charles Schwab & Co.
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508 Second St. Suite 110
Davis, CA 95616
Paul LacostePaul Lacoste
Work Phone: (530) 792-8894(530) 792-8894
Member Since: 2013
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Charles Guenther, CPA
Charles Guenther, CPA
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PO Box 369
Davis, CA 95617
Charles GuentherCharles Guenther
Work Phone: 530-756-7222530-756-7222
Member Since: 2001
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Edward Jones - Nicole Davis, Financial Advisor
Edward Jones - Nicole Davis, Financial Advisor
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2940 Spafford St. #110
Davis, CA 95618
Nicole DavisNicole Davis
Work Phone: 530-753-1957530-753-1957
Member Since: 2013
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Jessica A. Brenner CPA
Jessica A. Brenner CPA
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1111 Kennedy Place, Suite 3
Davis, CA 95616
Jessica BrennerJessica Brenner
Work Phone: 530-758-0144530-758-0144
Member Since: 1991
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Edward Jones - Matt Yancey, Financial Advisor
Edward Jones - Matt Yancey, Financial Advisor
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750 F Street Suite 3
Davis, CA 95618
Work Phone: 530-753-9244530-753-9244
Member Since: 2019
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Edward Jones - Carolyn Stiver, Financial Advisor
Edward Jones - Carolyn Stiver, Financial Advisor
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4627 Fermi Place, Suite 130
Davis, CA 95618
Carolyn StiverCarolyn Stiver
Work Phone: 530-747-2002530-747-2002
Member Since: 2011
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Quacera L.L.C.
Quacera L.L.C.
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Davis, CA 95618
Glenn HolderreedGlenn Holderreed
Work Phone: 530.758.9394530.758.9394
Member Since: 2016
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Edward Jones - Peter Jensen VI, Financial Advisor
Edward Jones - Peter Jensen VI, Financial Advisor
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750 F Street, Suite 3
Davis, CA 95616
Peter JensenPeter Jensen
Work Phone: 530-753-9244530-753-9244
Member Since: 2018
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Impact Financial Advisors
Impact Financial Advisors
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2827 Spafford St. Suite B2
Davis, CA 95618
Paul RomoPaul Romo
Work Phone: (855) 728-7285(855) 728-7285
909-844-6888909-844-6888
Member Since: 2011
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Davis Chamber of Commerce | PO Box 74094 | Davis, CA 95617 | Phone: 530-902-7699 | Website by MemberClicks