SB PLANNING, INC, is proud to be a part of the Lodi community! In the center of Wine Country, this is a friendly, active and engaging town that offers much to visitors and we enjoy introducing our local events to our potential clients as well as existing clients.
Lodi is active throughout the year hosting Wine Strolls, Street Faires, as well as Farmer's Markets and our clients enjoy participating in these events when visiting our offices for annual reviews.
Last but not least are the many wineries in our local area -- 88 approximately, all very happy to have you visit and spend some time wine tasting upon your visit.
Raymond James is not affiliated with the above organizations and/or charitable causes.