PROFESSIONAL RESOURCES

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®

Ann B Fagan, 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:

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:

Edward Jones Financial Advisor

Michael A Clark

429 F Street, Suite 1

Davis, CA 95618

Phone: (530) 753-3917

Edward Jones Financial Advisor

Brent E Terrill

555 Mason St., Ste 110

Vacaville, CA 95688

Phone: (707) 447-2177

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