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2360 East Bidwell Street
#100
Folsom, CA 95630
Phone: 916-817-3907
Fax: 916-983-8149
Toll-Free: 800-869-2206
Contact Us
Map & Directions www.thatsmybank.comSecurities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
- NOT FDIC Insured
- NOT GUARANTEED by the bank
- Subject to risk and may lose value
- Not a deposit
- Not insured by any government agency
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ServicesHaving 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 - Trust services for the preservation of assets and the fulfillment of wishes.
- Financial Planning - Your financial future is important. Don't trust it to just anyone.
- Mutual Funds - Your purchasing power at work.
- Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
- 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.
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