Finance

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Kappel Mortgage Group Inc.
Contact Name: Lori Ann Romeo
Business Genre: ,
Business Description:

The Kappel Mortgage Group team is committed to providing clients with the highest quality financial services combined with the lowest rates available in your area.  Whether you are purchasing your dream home, refinancing an outstanding loan, or consolidating debt, the highly experienced team of loan officers here can help you find the right loan program.

Address:

5996 Horseshoe Bar Rd.

City: Loomis, CA 95650
Phone: (916) 645-9509
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
Sky Financial & Insurance Services LLC.
Contact Name: Erik Sjolie
Business Description:

Our Mission:

To Inspire our clients to invest in their future by protecting what’s most important. Through education and guidance, we provide the financial tools to help navigate through life’s changing needs, while building lasting relationships along the way.

-Financial Planning

-Insurance Services

-Insurance and Estate Planning with eMoney

-Portfolio Review

-Wealth Management

Address:

775 Sunrise Blvd. Suite #130

City: Roseville, CA 95661
Phone: (916) 540-7000
Steele Financial Partners
Contact Name: Judy Steele
Business Description:

At Steele Financial Partners we deliver more than just a financial plan or investment advice, we work with you to understand what’s important and why. In the process, we become your financial concierge and partner.

Address:

5905 Granite Lake Dr. #110

City: Granite Bay, CA, 95746
Phone: 916-846-7733