Finance & Insurance

Sort By: Business Name
Clinton Polley Insurance Brokers
Contact Name: Kaleb Scheffler
Business Description:

Clinton Polley Group is your partner in insurance. Our commitment is to people and our culture is dedicated to helping you protect the assets you’ve worked so hard for. We provide comprehensive business insurance, personal insurance, and employee benefits to businesses and individuals nationwide. Since 2001, our mission has been to find solutions, explain the complex, and provide clients like you piece of mind so you can focus on your mission.

Address:

12150 Tributary Point Dr. Suite #200

City: Gold River, CA 95670
Phone: (916) 984-5990
Edward Jones – Financial Advisor: Sharla Nichols Caves
Contact Name: Sharla Nichols Caves
Business Genre:
Business Description:

When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today to see how personal service can make a difference.

California Insurance License 0C24309

Address:

5976 Horseshoe Bar Rd.

City: Loomis, CA 95650
Phone: (916) 660-0680
Fax: 888-254-7920
Grant Thomas Rose Tax Planning and Preparation
Contact Name: Grant Thomas Rose
Business Description:

Sole proprietor in the  business of  providing income tax planning and preparation.  GTR Tax Planning & Preparation serves personal and business financial needs by creating a personal and accurate tax plan for each client.

Address:

6225 S. Walnut St. Suite C

City: Loomis, CA 95650
Phone: (916) 652-5386
Fax: (916) 672-6608
Guaranteed Rate, Inc
Business Name: Guaranteed Rate, Inc
Contact Name: Mary Jo Payne
Business Genre: ,
Business Description:

I have been in the mortgage industry since 1983. Originally, I began in the industry working as a loan packager for USDA. As prices rose, this program slowed to a crawl. I transitioned into the “real” world of the mortgage industry in the 90s as a construction loan processor for a local broker. Transferring over to the local bank we worked with, I began working as a junior underwriter/ processor with their correspondent division. Once I became a loan officer, I realized how I could make a difference in peoples lives. Not only giving them loan advice with the different programs offered but preparing my customers to be homeowners. I always want clients to know that I handle their loan as if it were my own.

Address:

1230 High St. Suite #118-A

City: Auburn, CA 95602
Phone: (916) 719-9566
Fax: (916) 367-4523
Hebard Insurance Solutions
Contact Name: Chris Hebard-Summers
Business Description:

Hebard Insurance Solutions is your trusted independent insurance agency across California including, Loomis Basin, Sacramento, Auburn, Foothills, Penryn, Newcastle, Rocklin, Roseville, Citrus Heights, Orangevale, Antelope, Colfax and Folsom.

Address:

3837 Taylor Rd.

City: Loomis, CA 95650
Phone: (916) 652-0404
Fax: (916) 652-9123
JC Bookkeeping & Financial Services
Contact Name: Jackie DeMartini
Business Description:

We understand that you (our clients) have choices when it comes to finding the right accounting solutions for your company: in-house, contract or outsource. Even if you’ve chosen the route of accounting outsourcing, there are still plenty of competent (and some not so much) competitors out there. Here’s our attempt at convincing you why we should be your only choice.

Address:

5985 Horseshoe Bar Rd.

City: Loomis, CA 95650
Phone: (916) 652-9266
Fax: (916) 652-4955
Kelly Miller Insurance Associates
Contact Name: Kelly Miller
Business Description:

Kelly Miller Insurance Associates, is a family-owned and operated insurance agency. We deliver quality insurance solutions to individuals and businesses in California, Arizona, Oregon & Nevada. We specialize in auto & home, business, farm, and health insurance with more than 30 years of experience. We have a great team of knowledgeable and experienced agents. Representing multiple insurance companies allows us to offer you a great rate.

Address:

6119 Horseshoe Bar Rd.

City: Loomis, CA 95650
Phone: (916) 652-3100
Fax: (916) 652-3107
Michael Carey Insurance Agency
Contact Name: Michael Carey
Business Description:

The goal at my agency is to offer exceptional service and coverage that best fits your specific needs.

Address:

3875 Taylor Rd. Suite #3A

City: Loomis, CA 95650
Phone: (916) 751-6048
Fax: (800) 830-6428
Paul Johnson,CPA
Business Name: Paul Johnson,CPA
Contact Name: Paul Johnson
Business Description:

Paul has been a CPA since 1986. His level of experience and knowledge is interesting, varied and deep.

At the beginning of his career, Paul worked at one of the Big 8, Peat Marwick/KPMG. He also owned his own accounting firm for 28 years named Johnson & Co, and a restaurant for 4 years.

Paul’s emphasis is small businesses in Real Estate, Construction and Restaurant Industries, as well as, Estate and Trust Tax Planning.

He is a member of various clubs and organizations including; AICPA, CACPA, Loomis Lion’s club, Loomis Chamber of Commerce and is licensed both in CA and MD.

Originally from the Washington DC area, John has worked and lived in the Loomis area since 1998.

Address:

9257 Sierra College Blvd. Suite B

City: Loomis, CA 95650
Phone: (916) 791-3120
Randolph Elder, CFP
Business Name: Randolph Elder, CFP
Contact Name: Randolph Elder
Address:

6215 S. Walnut St. Suite F

City: Loomis, CA 95650
Phone: (916) 652-8555
Fax: (916) 652-4881