3 Best Financial Services in Sacramento, CA

“Towerpoint Wealth is led by Joseph Eschleman, who serves as the President of the firm. He completed a Bachelor of Science from Lehigh's College of Business and Economics in 1998. He earned the prestigious CIMA® or Certified Investment Management Analyst designation in 2003. He holds a Certified Investment Management Analyst (CIMA®), Uniform Investment Advisor – Series 65, California Department of Insurance, and Certificate in Blockchain and Digital Assets. Over 24 years in his career, he has supported a special group of successful individuals, business owners, entrepreneurs, corporate professionals, and retirees. His guidance has helped them grow and safeguard their wealth. He and his team have developed a specialization in assisting current and former technology employees to properly manage the risk and tax consequences of receiving and managing their RSUs and concentrated stock positions. They are dedicated to safeguarding and growing your net worth while constructing a financial portfolio aligning with your values.”

Read more

“Dominick Anton is a trusted financial guide at Twin Rivers Wealth Management, offering tailored solutions to help clients navigate their financial journeys confidently and clearly. He started his profession in the financial services industry at an independent health insurance brokerage. He has helped hundreds of individuals select optimal medical risk management strategies for themselves and their families. He joined a financial advisory practice in 2014, where he was promoted from an intern and planning assistant to a financial advisor. He is passionate about helping individuals live their best lives through financial clarity. Without their own families, He and his team wouldn’t have been able to build a business that puts people first. They value nothing more than the time they spend with their loved ones. They want to help you achieve financial clarity and security so you can spend more time with the people you love, doing what you value most. Let their team build a custom financial plan to set you on the right path.”

Read more

“Jesse Martinez Zepeda is dedicated to helping his neighbors, the residents of Sacramento, and the surrounding communities achieve their financial and life goals through a personalized investment strategy. His highest priority is to create value and peace of mind for his clients. He prides himself on providing excellent customer service to everyone who walks through his office doors. He strives to treat each customer how they would want to be treated – with respect and integrity. He welcomes Sacramento residents to call or visit his office to see how the team can help them achieve their financial goals and dreams. Partnering with a Primerica financial professional promises many advantages, ensuring personalized guidance that aligns perfectly with your financial goals and dreams. Their goal is to help you reach your savings goals while providing the highest-quality client experience.”

Read more