Finance & Insurance

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
Hebard Insurance Solutions
Contact Name
Chris Hebard-Summers
Business Description

Hebard Insurance Solutions is a 4th generation family business that has been providing insurance for both individuals and businesses. The goal to educate our clients and provide the coverage to fit the risk management solution for each client began with our founder, Roy Hebard, in 1950.
Our owners and employees are deeply involved in the community through volunteer service and sponsorship. We embrace the community and believe in the importance of protecting our neighbors and friends.

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
Brian Miller or Rodney Mattos
Business Description

At Kelly Miller Insurance, we get to know you.

There’s no one-size-fits-all insurance solution, so we look at your lifestyle, your business, and your goals to create a plan that protects what’s important to you today… and we help you protect your future, too.

Because life rarely falls into neat buckets labeled “personal,” “professional,” and “business,” our insurance experts take extra time to make sure you have the right protection, without gaps or overlapping coverage.

We’re in the insurance business because we’re passionate about protecting our customers.

While you may not love insurance the way we do, we think you’ll find that having the right protection in place, across all areas of your life, is just better. And we’ll always be there to answer your questions and make the insurance process fast and easy.

Contact a Kelly Miller Insurance Agent to get started.

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
Randolph Elder, CFP
Business Name
Contact Name
Randolph Elder
Address

6215 S. Walnut St. Suite F

City
Loomis, CA 95650
Phone
(916) 652-8555
Fax
(916) 652-4881
Steele Insurance Agency
Contact Name
Bob Ferreira
Business Description

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

Address

3550 Taylor Road

City
Loomis, CA 95650
Phone
(916) 201-2581
Fax
(916) 644-6641
Contact Name
Gretchen Kriegel, Loan Advisor
Business Description

Real Estate Lending: Conventional, FHA, VA & Government Loans

Address

1410 Rocky Ridge, Suite 140

City
Auburn, CA 95603
Phone
916-439-5678