There are 2 recommended Financial Planners in Auburn, CA. Read reviews from people you know to find the best Financial Planner.
Garrett is the capable, agile, and progressive thinking Chief Operations Officer for my favorite insurance brokerage. They help me and my clients with short-term analysis to produce long-term options with regard to estate planning, life insurance, buy-sell agreements, investments, ownership transfers, retirement planning, key man coverage, critical illness protection, infinite banking, long term care coverage, etc. He continues to produce high above expectation and helps my clients solve problems that they felt hopeless about. Sterling attention to detail, highly integral, and positive thinking are cornerstones upon which he builds his practice in my opinion... (but better yet), as well as those of my clients. Thank you Garrett! rsSee MoreRead Less