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Finance & Insurance

Finance & Insurance

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Edward Jones – Financial Advisor: Sharla Nichols Caves
Sharla Nichols Caves

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

5976 Horseshoe Bar Rd

Loomis, CA 95650
916-660-0680
888-254-7920
Farmers Insurance Agency – Michael Carey
Michael Carey

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

3875 Taylor Rd. Suite 3A

Loomis, CA 95650
(916)838-4029
(888)235-2089
Ferreira Insurance Agency Inc
Bob Ferreira

The Ferreira Insurance Agency, founded in 1985, is a family owned and operated insurance agency helping individuals, families and businesses for all their insurance needs.

Picking the right insurance plan can be confusing and you want to make sure you’re getting the best value.  With our large network of top rated insurance companies, we’re able to match which plans offer the biggest discounts based on your situation, often leading to better protection AND a lower premium.

Auto – Home – Life – Motorcycle – Boat – RV

Business – Employee Benefits – Health – Vision – Dental

P.O. Box 809

Loomis, CA 95650
916-201-2581
916-644-6641
Grant Thomas Rose Tax Planning and Preparation
Grant Thomas Rose

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.

6225 S. Walnut St, Suite C

Loomis, CA 95650
916.652.5386
916.672.6608
Guaranteed Rate, Inc
Guaranteed Rate, Inc
Mary Jo Payne
,

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.

1230 High St. Suite #118-A

Auburn, CA
916-719-9566
916-367-4523
Hebard Insurance & Tax Solutions
Chris Hebard-Summers & Sabrina Archuleta

My office hours are Monday – Thursday 9 a.m. to 5 p.m.
Our office is closed for lunch between 12 p.m. & 1 p.m. daily

3837 Taylor Rd.

Loomis, CA 95650
916-580-6380, 916-652-0404
916-652-9123
Heritage Property Adjusters
Ron Oates

6215 S Walnut St Suite A

Loomis, CA 95650
(916)652-1155
(916)652-1205
JC Bookkeeping & Financial Services
Jackie DeMartini

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.

5959 Horseshoe Bar Rd

Loomis, CA 95650
(916)652-9266
(916)652-4955
Johnson & Company CPA’S
Paul Johnson

With a dedicated team of accounting professionals on staff and an exceptionally low rate of turnover, our aim has been to provide the widest range of tax, accounting, and business services you are likely to need, while remaining small enough that you always feel welcome and at home. At Johnson & Company, CPA’s, you can count on not simply bringing your taxes and other accounting needs to an impersonal staff member, but on forming an ongoing relationship with a trusted business advisor.
The firm of Johnson & Company, CPA’s was established to provide efficient, expert solutions to businesses and individuals. While our primary services include accounting, taxation, and business consulting, we also offer a host of specialty services to cater to the unique needs of our clients.

Our accountants offer a wide range of services:

Individual
Corporations
Partnerships
Non-profit organizations
We are experts in the accounting issues and tax laws that impact our clients. We offer the benefits of years of experience gained from previous positions. We are an equal opportunity employer and are members in good standing of multiple professional organizations.

6207 S. Walnut St., Suite 100

Loomis, CA 95650
(916) 652-8297
(916) 652-8298
Kappel Mortgage Group Inc.
Lori Ann Romeo
,

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.

5996 Horseshoe Bar Rd.

Loomis, CA 95650
(916) 645-9509
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