Member Directory

Van Hulzen Financial Advisors

Finance-insurance

Paul Nederveld
4370 Town Center Blvd., Suite 220
El Dorado Hills, CA 9762
(916) 608-4284

https://www.vanhulzenadvisors.com
Description:

At Van Hulzen Financial Advisors, our team of experts listens to what matters most to you—and partners with you to make it happen. No cookie-cutter plans or one-size-fits-all solutions. We believe that every client is unique and deserves personalized planning, specialized advice, and client-centered advocacy.

We’re also fiduciaries, the highest standard of conduct in the financial services industry—legally and ethically bound to always work in your best interest, never ours.

Frank’s Bookkeeping Services

Bookkeeping | Finance-insurance | Tax-planning-advising

Frank Pina
3236 Iberian Drive
Sacramento, CA 95833
(707) 227-8791

https://www.franks-bookkeeping.com/
Description:

Frank's Bookkeeping Services has been providing accounting services to businesses for many years. Frank makes sure that his clients trust and rely on his services to manage their finances efficiently. Frank has built a reputation of excellence in the Bookkeeping Industry.

Frank's Bookkeeping Services has helped numerous businesses reach their financial potential. Frank is equipped with the latest tools and knowledge to provide accurate and reliable financial services to help your business grow. 

Manresa Mortgage

Finance-insurance | Mortgage

Michael Burwell
3875 Taylor Road, Suite B
Loomis, CA 95650
(916) 872-7975

https://www.michaelburwellmortgage.com
Description:

Providing low rate, no hassle mortgages for buying or refinancing your home.

Hebard Insurance Solutions

Finance-insurance | Insurance-agencies

Chris Hebard-Summers
3837 Taylor Road
Loomis, CA 95650
(916) 652-0404

https://www.hebardsolutions.com
Description:

Hebard Insurance Solutions is a 4th generation family business that has been providing insurance for both individuals and businesses. The goal to educate our clients and provide the coverage to fit the risk management solution for each client began with our founder, Roy Hebard, in 1950

Our owners and employees are deeply involved in the community through volunteer service and sponsorship. We embrace the community and believe in the importance of protecting our neighbors and friends.

Edward Jones – Financial Advisor: Sharla Nichols Caves

Finance-insurance

Sharla Nichols Caves
5976 Horseshoe Bar Road
Loomis, CA 95650
(916) 660-0680

https://www.edwardjones.com
Description: When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today to see how personal service can make a difference.nnCalifornia Insurance License 0C24309

Grant Thomas Rose Tax Planning and Preparation

Finance-insurance | Tax-planning-advising

Grant Thomas Rose
6225 S. Walnut Street, Suite C
Loomis, CA 95650
(916) 652-5386

https://www.gtrtaxprep.com
Description: Providing income tax planning and preparation.  GTR Tax Planning & Preparation serves personal and business financial needs by creating a personal and accurate tax plan for each client.

Randolph Elder, CFP

Finance-insurance | Tax-planning-advising

Randolph Elder
6215 S. Walnut St. Suite F
Loomis, CA 95650
(916) 652-8555

https://www.elderfinancial.biz
Description:

Randolph Elder is a Certified Financial Planner (CFP) with a financial planning practice specializing in employee benefits and investment management

Fee only financial planning and investment management are provided to businesses, trusts, and individuals. We have a fiduciary responsibility to represent our clients interest first and foremost in providing advice and investment management that is tailored to the needs of each client. 

JC Bookkeeping & Financial Services

Bookkeeping | Finance-insurance | Tax-planning-advising

Jackie DeMartini
5985 Horseshoe Bar Road
Loomis, CA 95650
(916) 652-9266

https://www.jcbookkeeping.net
Description: We understand that you (our clients) have choices when it comes to finding the right accounting solutions for your company: in-house, contract or outsource. Even if you've chosen the route of accounting outsourcing, there are still plenty of competent (and some not so much) competitors out there. Here's our attempt at convincing you why we should be your only choice.

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