Financial Professionals: February 2023

Style Financial Professionals – February 2023

In these unique financial times, it’s imperative to manage your funds wisely. Fortunately, our region is home to an abundance of highly qualified, trusted experts who can assist in all types of money matters—from financial planning and advising, to tax preparation, estate planning, and more. In the pages that follow, Style introduces you to some of the area’s best in the business—ensuring you reach your financial goals with ease and confidence.

Kaminski Law Group APC

We are a law firm specializing in Estate Planning, Estate Admin, Trusts, Wills, Powers of Attorney, Probate, and Limited Conservatorships. Read More »

CAPTRUST

Our professional team, including Christeen Reeg, Scott Gordon, Bill Altavilla, Debbie Hightower, and Ryan Jantzen, will continue to offer the same high-quality service you have come to expect from us. The Folsom team joins two other CAPTRUST office locations in the Sacramento Valley, including Sacramento and Roseville. Read More »

Clint Herndon, CPA

I am so honored to be voted as the #1 Best Accountant in the Folsom/El Dorado Hills area for four straight years! Read More »

Marcella Goodwin, LDA — Legal Docs on Main, LLC

Marcella Goodwin, LDA is the owner of Legal Docs on Main, LLC., a legal document preparation business with a focus on Wills, Trusts and Estate Plans. Read More »

John Zezini — Granite Bay Wealth Management

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. Read More »

Trinity Wealth Advisors

As an Ameriprise private wealth advisory practice we have the qualifications and experience to help navigate your complex financial needs. Whether it's investment management, tax strategies, legacy planning, or financial divorce planning, we can work with you to grow and preserve what you've worked so hard to achieve. Read More »

Michael Yee — Yee Law Group, Inc.

Attorney Michael Yee focuses his practice on estate planning law while providing excellent client services at a highly regarded and friendly law firm. Read More »

Amanda D. Yasbek, CFLS — Onyx Law Office, APC.

At the Onyx Law Office we have the passion and drive to help you with your family law or estate planning matter. Amanda D. Yasbek has over 10 years’ experience drafting estate plans. Our office can provide you with a competent estate plan, which will protect and distribute your assets, both during your life and upon your death. Read More »

In-Print February 2023