Professional Resources
Petersen Law - Tax and Estate Planning
Debra Petersen
1420 Rocky Ridge Drive, Suite 160
Roseville, CA95661
Phone: (916) 939-3933
Fax: (916) 242-8882
E-Mail:
Website:
Symphony Financial Planning
Paul Meyerhoff, Ph.D., CFP®
Susan Soesbe, MBA, EA, CFP®
Taylor Rios, CFP®
1784 Picasso Ave, Ste D
Davis, CA 95618
Phone: (530) 758-2885
Toll Free: (866) 388-2885
Fax: (530) 758-2115
Website:
Prudential
John Soto, Financial Professional
423 E Street, 3rd Floor
Davis, CA, 95616
Phone: (530) 758-9037
Fax: (530) 792-8936
Email:
Edward Jones Financial Advisor
Brent E Terrill
555 Mason St., Ste 110
Vacaville, CA 95688
Phone: (707) 447-2177
Realtors
NextHome Cornerstone Real Estate
Cory Gold
2775 Del Rio Place, Suite A
Davis, CA 95618
Phone (530) 304-0918
Website:
Listed below are professionals that we have worked with and/or our clients have worked with. This is not an endorsement but a list of people you may want to contact for assistance. Osborne Accountancy Corporation does not take any responsibility for the accuracy or currency of the content given in the sites referred to.
Attorneys
Michael P. Casterton, Attorney at Law
11211 Gold Country Blvd., Suite 101
Gold River, CA 95670
Phone: (916) 635-6800
Fax: (916) 635-6833
Davis Wills & Trusts
Jennie Bretschneider
803 Second Street, Suite 301
Davis, California 95616
Phone: (530) 753-9266
Email:
Website:
Financial Advisors
Young Wealth Management
Kevin Young, MBA, EA, CFP®
502 Mace Blvd., Suite 5
Davis, CA 95618
Phone: (530) 231-5152
Fax: (866) 222-0252
Email:
Website:
Fagan Financial Planners
Ann Fagan
200 B Street, Suite G
Davis, CA 95616
Phone: (530) 758-6230
Fax: (530) 758-2740
Website:
Edward Jones Financial Advisor
Michael A Clark
429 F Street, Suite 1
Davis, CA 95618
Phone: (530) 753-3917
Health Insurance Brokers
Wraith, Scarlett & Randolph Insurance Services, Inc.
509 Bush Street
Woodland, CA 95695
Phone: (530) 662-9181
Other Service Providers
Ecological Landscape Design
Bernadette Balics
Phone: (530) 756-2078
Email:
Website: www. ecologicallandscapedesign.com