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: info@petersenlaw.net

Website: www.petersenlaw.net

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: www.symphonyfinancialplanning.com

Prudential

John Soto, Financial Professional

423 E Street, 3rd Floor
Davis, CA, 95616
Phone:  (530) 758-9037

Fax: (530) 792-8936

Email: john.soto@prudential.com

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:  www.nhdaviswoodland.com

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:  Info@DavisWillsAndTrusts.com

Website:  www.daviswillsandtrusts.com

 

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:  kevin@youngwealthmanagement.com
Website:  www.youngwealthmanagement.com

Fagan Financial Planners

Ann Fagan

200 B Street, Suite G

Davis, CA 95616

Phone: (530) 758-6230

Fax: (530) 758-2740

Website: www.faganfp.com

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: info@ecologicallandscapedesign.com

Website: www. ecologicallandscapedesign.com

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