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Investment Services Firms in Roseville

Edward Jones - Financial Advisor: Geoffrey Krieger

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3007 Douglas Boulevard, Suite 145, Roseville, CA

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Ryan Kelly, SAFE Financial Services - Rocklin

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6190 Stanford Ranch Rd, SFS Department, Rocklin, CA

916-350-0658

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Ryan Kelly, SAFE Financial Services - Rocklin

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6190 Stanford Ranch Rd, SFS Department, Rocklin, CA

SAFE Financial Services has been providing wealth management and financial planning strategies for every stage of life for over 35 years. Ryan Kelly is a registered representative with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC sipc.org). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit... Read More about Ryan Kelly, SAFE Financial Services - Rocklin

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Fidelity Investments

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1261 Roseville Parkway, Roseville, CA

Visit Your Local Investor Center Today!

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

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Wells Fargo Advisors

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4001 Woodcreek Oaks Blvd, Roseville, CA

916-772-9700

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Wells Fargo Advisors

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4001 Woodcreek Oaks Blvd, Roseville, CA

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Edward Jones - Financial Advisor: Priscilla Luckhurst

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8150 Sierra College Blvd, Ste 190, Roseville, CA

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Joseph Ostrander, CFP®|AAMS®

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9205 Sierra College Boulevard, Ste 190, Granite Bay, CA

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Mitch Howard, CFP®|CPWA®|AAMS®

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8150 Sierra College Blvd, Ste 190, Roseville, CA

Edward Jones

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

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Edward Jones - Financial Advisor: Michael K Blair, CFP®|AAMS®|CRPC™

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9205 Sierra College Boulevard, Ste 190, Granite Bay, CA

Edward Jones

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.

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Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS®

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970 Reserve Dr, Suite 150, Roseville, CA

Edward Jones

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Damian Lima, CFP®|AAMS®

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6556 Lonetree Blvd, Suite 100, Rocklin, CA

Edward Jones

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Shawn Plunkett, AAMS®|CRPC™

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8265 Sierra College Blvd, Suite 308, Granite Bay, CA

Edward Jones

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Pete McDonald

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4275 Rocklin Rd, Suite A, Rocklin, CA

Edward Jones

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Tom Coombs

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8150 Sierra College Blvd, Ste 190, Roseville, CA

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Patrick V Magnani, AAMS®

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1404 Blue Oaks Blvd, Suite 130, Roseville, CA

Edward Jones

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Jerry Newman, AAMS®

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9205 Sierra College Boulevard, Ste 190, Granite Bay, CA

916-784-1300

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Edward Jones

Edward Jones - Financial Advisor: Jerry Newman, AAMS®

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9205 Sierra College Boulevard, Ste 190, Granite Bay, CA

Edward Jones

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Cody C Sloan, CFP®|AAMS®

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970 Reserve Dr, Suite 150, Roseville, CA

Edward Jones

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Wells Fargo Advisors

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8477 Auburn Blvd, Citrus Heights, CA

916-969-8274

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Wells Fargo Advisors

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8477 Auburn Blvd, Citrus Heights, CA

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Wells Fargo Advisors

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4804 Granite Dr, Rocklin, CA

916-624-8201

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Wells Fargo Advisors

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4804 Granite Dr, Rocklin, CA

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Wells Fargo Advisors

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1172 Galleria Blvd, Roseville, CA

916-788-2700

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Wells Fargo Advisors

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1172 Galleria Blvd, Roseville, CA

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Wells Fargo Advisors

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8650 Sierra College Blvd, Roseville, CA

916-774-2900

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Wells Fargo Advisors

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8650 Sierra College Blvd, Roseville, CA

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Wells Fargo Advisors

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2173 Sunset Blvd, Rocklin, CA

916-435-3620

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Wells Fargo Advisors

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2173 Sunset Blvd, Rocklin, CA

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Wells Fargo Advisors

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2000 Douglas Blvd, Roseville, CA

916-782-1211

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Wells Fargo Advisors

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2000 Douglas Blvd, Roseville, CA

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Wells Fargo Advisors

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1504 Eureka Road, Suite 300, Roseville, CA

916-789-0555

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This location does not handle banking transactions

4001 Woodcreek Oaks Blvd, Roseville, CA 916-772-9700
Edward Jones - Financial Advisor: Tom Coombs
8150 Sierra College Blvd, Ste 190, Roseville, CA 916-218-6001
Edward Jones - Financial Advisor: Jerry Newman, AAMS®
9205 Sierra College Boulevard, Ste 190, Granite Bay, CA 916-784-1300
8477 Auburn Blvd, Citrus Heights, CA 916-969-8274
1172 Galleria Blvd, Roseville, CA 916-788-2700
8650 Sierra College Blvd, Roseville, CA 916-774-2900
2173 Sunset Blvd, Rocklin, CA 916-435-3620
2000 Douglas Blvd, Roseville, CA 916-782-1211
1504 Eureka Road, Suite 300, Roseville, CA 916-789-0555