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Lagunitas Asset Management

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5.0
14 reviews
|Financial Advising|El Dorado Hills, CA 95762 United States

1264 Hawks Flight Court, Suite 290, El Dorado Hills, CA 95762 United States

(916) 384-0050

https://www.lagunitasfinancialplanning.com/

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5.0
(5) · Financial Services

1515 Response Rd

(916) 924-7527
5.0
(1) · Financial Advising

1519 Lincoln Way

(530) 889-0200
5.0
(2) · Finance

950 Glenn Dr #230

(916) 984-1150
About

Whether you want to plan for retirement or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. We value our clients, and we are dedicated to helping them develop a customized financial program that will meet their needs. From estate planning services to retirement and financial planning, we are here to walk you through each step of the process. Let's discuss your goals during a financial review. Contact us today to speak with an experienced investment advisor!

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Sallysue Stein review for Lagunitas Asset Management
Sallysue Stein on Facebook

2 years ago

01/09/2020, 00:36 AM
Cassandra has been so very helpful as we navigate the minefield that is Medicare supplement plans and prescription coverage. I highly recommend her!
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