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Barrett Financial Services
Distance: 2.0 Mi2111 Forest Ave
95928 Chico -
Gateway Apartments
Distance: 3.8 Mi813 Nord Ave
95926-4303 Chico -
Nevin & Witt Insurance & Financial Services
Distance: 9.1 Mi6848 H Skyway
95969 Paradise -
Taylor Accountancy Corporation
Distance: 27.2 Mi519 Kentucky St
95948-2115 Gridley -
The Integrity Group
Distance: 42.6 Mi1528 Poole Blvd Ste E
95993 Yuba City
Chico Wealth, LLC
- 2571 California Park Dr Suite 130
- Chico, California
- 95928
- Phone: (530) 564-0960
- Fax: (530) 564-1034
- Website
Description
The Investment Plan meeting is held next because it addresses the number one concern of many of our clients. At this meeting we will present you with a written investment plan that describes where you are currently, where you want to go, and what the gaps are. We then use this information to provide reccomendations and solutions towards achieving those goals. This plan will serve as the road map that will enhance the probability of achieving everything that is important in your financial life.