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  • Santa Rosa CA-5TK24
    2500 Mendocino Ave Ste C Santa Rosa, CA 95403-4802 T: 707.573.7756 F: 707.573.7715
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How investments are taxed
You’ve built a nest egg, watched your investments grow, and...
Family & Lifestyle
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
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Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing ...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by i...
Markets & Investing
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What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. ...
Family & Lifestyle
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Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
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Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to ...
Markets & Investing
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such ...
Retirement & Longevity
Building an emergency fund
A financial setback can be devastating. But building an emergency...
Retirement & Longevity

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  • Email: michaela_barker@addisonavenue.com
  • 2500 Mendocino Ave Ste C Santa Rosa, CA 95403-4802
  • T: 707.573.7756
  • F: 707.573.7715
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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