LPL Financial Martin R. Meier
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Financial Planners, Financial Planning Consultants, Financial Services
7919 Pebble Beach Dr Ste 202, Citrus Heights, CA 95610
916-863-3100
CLOSED NOW:
Today: Closed
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"I believe in assisting people in planning for retirement and managing their assets is a sacred trust and I pledge to provide the most courteous, professional, and confidential service." -Martin Meier
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- General Info
- As a full-service LPL financial advisor, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.
- Extra Phones
Fax: 916-863-3103
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Social Links
- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments, Retirement Planning Services
- Services/Products
- Stock InvestmentsEstate PlanningInvestment PlanningFinancial AdvisorsBusiness PlanningRetirement PlanningEquity InvestmentsAsset ManagementFinancial ConsultantsFinancial ManagementEstate PlanningMoney Market AccountsBondsMutual Funds
- Tax-advantaged InvestmentsRetirement PlanningIndividual Retirement Accounts401k RolloversSEP Individual Retirement AccountsTax-Deferred Variable AnnuitiesIRAAnnuitiesPensionsGovernment BondsStocks/BondsIRA RolloversStocks
- Payment Options
- Location
- We are located in Citrus Heights on Pebble Beach Drive in the Century 21 Building, near the intersection of Sunrise Blvd and Madison Ave
- Neighborhood
- Edgewood
- Amenities
- We offer personalized service in our local office, confidential online access to all account information, and the option to "Go Green" by electing paperless statements. You may contact us by phone, email, or the website.
- Accreditation
Certified Financial Planners
- Associations
- Registered with LPL Financial, University of California at Davis Alumni, Sacramento State University Alumni, Past Member Intl Association of Financial Planners
- Other Link
- Other Information
Certifications: Certified Financial Planner
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