Stifel | Patrick L. Hassna
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1420 Rocky Ridge Dr Ste 340, Roseville, CA 95661
1420 Rocky Ridge Dr Ste 340, Roseville, CA 95661
Website
EmailYou've worked hard for your wealth. Now it's time to manage it with an eye to the future.
When it comes to helping hard-working, successful individuals, families, and business owners plan for their financial futures, my mission is to provide honest, sensible guidance and sincere, personal service.
I employ a strong service model, where trust is earned and designed to last for the long term. I treat all of my clients as if they were my own family and am here to help you on your journey toward building a proud legacy for yourself, your business, and your loved ones.
Reviews
04/14/2016
Provided by YP.comBest financial advisor if Jonathan Wilson! He takes great care of our money and is very accessible! We have had a very pleasant, work relationship with him and he is always available to answer questions, explain details and give money advice.
More Business Info
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
Fax: 916-626-3113
- Services/Products
- Accumulation & Wealth Management Annuities Individual and Business Retirement Programs Tax Management
- Neighborhoods
- East Roseville Parkway, Olympus Pointe
- Other Link
- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Investment Securities