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.

Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

• Asset Allocation - Asset allocation versus diversification - what's the difference?
• Asset Management - Discover the benefits of professional asset management.
• Estate Planning - Peace of mind takes planning.
• Financial Planning - Your financial future is important. Don't trust it to just anyone.
• Mutual Funds - Your purchasing power at work.
• Retirement Planning - Charting a course for your retirement destination.
• Stocks - How do stocks fit into my financial plan?
• College Planning - What will it take to deliver the dream?
• Bonds - Are bonds right for you?
• Identity Theft - The more you know about identity theft, the better you can protect yourself.
• 401(k) - What to expect from your 401(k) advisor.
• Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.