Castellan Financial Advisors

Provide Fee-Only Financial Planning on an Houly basis, and Portfolio Management.

As a Fiduciary, we are always looking out for the client's best interest.

No Asset or Wage minimums, so we offer financial advice to people form all walks of life.

The initial "Get Acquainted" meeting is complimentary.

Website

(916) 663-6338

Specialties

401K Consulting 403B Plans Business Planning Certified Financial Planner College Planning Comprehensive Financial Planning Debt Management Fee Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA MBA Middle Income Mutual Funds NAPFA Member Passive Investment Strategies Retirement Distribution Plan Retirement Planning Socially Responsible Investments Sustainability Wealth Management Young Investors

Your name

Your location?

Suggestions will appear as you type. Example: Cary, NC.

How can we help you?

Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Are you shopping around?

Yes

Optional, but recommended. Leave this set to Yes and save yourself time and money; NestEggZone.com will help you find the best financial advisor for your needs!

Optional, but recommended. An email is required if a phone number is not provided.

Phone #

Optional, but recommended.

Castellan Financial Advisors / Financial Advisor in Roseville, California

Specialties