2360 East Bidwell Street
#105
Folsom, CA 95630
Phone: 916-817-3907
Fax: 916-983-8149
Toll-Free: 800-869-2206
Contact Us

Map & Directions

Securities and investment advisory services offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

• are not insured by FDIC or any other bank insurance,
• are not deposits or obligations of the bank,
• are not guaranteed by the bank,
• and are subject to risks, including the possible loss of principal.

Newsletters

• Weekly Market Snapshot
  Distributed every Friday, this is a snapshot of the markets, including equity indices, bond yields, currency rates, an economic calendar, and a short commentary from Chief Economist Scott Brown.

• Small Business Dimensions
  Available quarterly, this publication has been developed by focusing on the specific needs and interests of entrepreneurs. It features content pertaining to the management and growth of your business, including employee retention, cash management, business succession and more.

• Spotlight On Asset Management
  Available quarterly, this electronic newsletter includes timely articles on current topics to help you become more informed about issues impacting your finances. It is a great resource, and offers an overview of the many asset management benefits.

• Successful Women
  Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as issues affecting some of the other roles you play.

• Financial Journeys
  Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.