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Trish Arnold, CPFA®, AIF®

 

Co-Founder & Financial Advisor

559-570-1597

[email protected]

Jay Arnold, CPFA®, AIF®

 

Co-Founder & Financial Advisor

530-786-0474

[email protected]

Stacy Jones

 

Client Relationship Manager

559-570-1597

[email protected]

Visalia Office:

1300 W Main Street Ste A-1
Visalia, CA 93291

Auburn Office:

991 Lincoln Way, Suite 9
Auburn, CA 95603

LPL Financial Form CRS

Securities, financial planning and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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