Business Directory

Atascadero Financial Advisor Back to the Category List

Edward Jones - Charles Matthews
5965 Traffic Way
Atascadero CA 93422
Charles Matthews
Other Contacts: Sherri Graziano
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Member Since 2017 About Us...
"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."

Edward Jones Investments, Austin Cunningham
7560 Morro Road
Atascadero CA 93422
Austin Cunningham
Other Contacts: Alison Engen
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Member Since 2015 About Us...
Austin Cunningham was born and raised in Atascadero. He is committed to providing personalized service to help you work toward your long term investment goals.

Edward Jones Investments, Gina Krumland
9481 El Camino Real
Atascadero CA 93422
(805)466-0244   Fax: (888)466-1425
Other Contacts: Kay Stapleton
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Member Since 2004

Edward Jones Investments, Natali Sanchez
7425 El Camino Real, Suite H
Atascadero CA 93422
Natali Sanchez
Other Contacts: Margee Deluca, BOA
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Member Since 2018 About Us...
Natali Sanchez is a professional Financial Advisor who puts the client's interest first. She helps individuals achieve their serious, long term financial goals by understanding their needs and implementing tailored solutions.

Farmers Insurance, C. Sue Hubbard Agency
7730 Morro Road, Suite 206
Atascadero CA 93422
(805)466-7333   Fax: (805)466-1499
Sue Hubbard
Other Contacts: Sara Irwin
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Member Since 2013 About Us...
Your Complete Insurance Specialist, auto, home, life and business insurance. 13 Year Insurance experience.

Modica Financial & Tax, Inc.
8380 Morro Road
Atascadero CA 93422
(805)461-5903   Fax: (805)461-5922
Other Contacts: Greg Modica, Enrolled Agent, Linda Modica
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Member Since 1999 About Us...
Modica Financial & Tax Services is a full service tax and financial planning firm with an emphasis on tax preparation, investment management, and business services in consulting, payroll & bookkeeping. As part of our responsibility to our clients overall financial well-being, we are also here to assist with their life and health insurance needs.

New York Life Insurance Company
2650 Industrial Parkway, Suite 200
Santa Maria CA 93455
Randall Giorgi,CLU, ChFC, CFP, CASL
Other Contacts: Jared Huss
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Member Since 2017 About Us...
Helping individuals, families and business owners with financial security as well as setting up and attaining financial goals.

Wealth Wave
3524 El Camino Real
Atascadero CA 93422
Gretchen Ricker
Other Contacts: Stephen Morrison
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Member Since 2017 About Us...
After spending nearly two decades in the Real Estate industry of San Luis Obispo County, I am now privileged to help individuals and families who are often overlooked by the financial services industry. It's an opportunity for me to help others realize their dreams of erasing the glass ceiling that keeps them from achieving their goals. As a resident of the Central Coast for over 30 years, I am honored to continue to serve my community. Come see my new office in Atascadero and let's talk about how I can best help YOU!

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