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      Lilani Wealth Management

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      Financial Planning Consultants, Accounting Services, Banks

      1624 Santa Clara Dr Ste 235, Roseville, CA 95661

      888-521-6752

      CLOSED NOW: 
      Today: 8:30 am - 5:00 pm
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      DETAILS
      General Info
      Lilani Wealth Management consistently offers a well-rounded approach and is committed to our clientsâ?? financial success. Besides wealth accumulation and investments, we assist our clients with budgeting, analyzing 401(k)/457 investments, insurance coverage review and tax planning. We work collaboratively with our clientsâ?? other professional advisors, such as CPAs, attorneys and insurance agents. See our affiliate office at 951 Mariners Island Boulevard, Suite 300, San Mateo, CA 94404
      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Financial Planning Consultants, Accounting Services, Banks, Financial Planners, Financing Consultants, Investment Advisory Service
      Neighborhoods
      Sierra Gardens, Cardinal Way
      Other Link

      website

      Other Information

      Certifications: Certified Financial Planner

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.