to promote, develop and protect the economic vitality of the community

Investments

Dixon Financial & Insurance Services
Donny Everhart

Insurance Agency with Affordable Policies & Investment Services

Find the answer to your financial needs, IRA planning and tax preparation with insurance policies and investment services from our company in Dixon, California. Dixon Financial & Insurance Services is an independent financial and insurance agency that offers a wide array of solutions to secure you and your family’s future. Ask us about building your family’s financial future with mutual funds, stocks and bonds. Let us help you prepare for your children’s’ future by setting up a College Savings plan. We’ll also help you set up an investment for your retirement with IRA, Roth IRA, TSA, 401-K Plans and Pension Plans. We are your one stop for all of your financial and insurance needs. The time to set up an investment in your family’s future is now.

Build your family’s financial future

Build your family’s financial future with investment services from Dixon Financial & Insurance Services. Call us to set up an appointment and we will evaluate and discuss your current investment portfolio. Then our expert financial planners will work with you to develop an investment strategy. Ask us about building your family’s financial future with mutual funds, stocks and bonds. You and your family’s future depend on your insurance, investments and tax preparation strategies. Contact us at (707) 678-4600 to set up an appointment with a consultant today.

Experience Working With:

•Mutual Funds•Stocks•Bonds
•Roth IRA•IRA•TSA
•College Savings•401-K Plans•Pension Plans

Personal & Commercial Insurance

Protect your family, home, or business with comprehensive insurance coverage from Dixon Financial & Insurance Services. We work with a variety of the top insurance carriers in the nation, including Fidelity™, Progressive™, Safeco™, and Travelers™ to cover private and commercial clients. Our insurance agency does this in an effort to provide you and your business with the lowest rates.

Call our insurance agency today at (707) 678-4600 for a policy quote or an investment plan

Securities offered through: Whitehall-Parker Securities Inc. 477 Pacific Ave., 2nd Floor San Francisco, CA 94133

(415) 421-5935

Member FINRA/SIPC http://www.FINRA.org/

100 N. Adams St. Suite B
Dixon
CA
95620
http://dixonfinserve.com/
(707) 673-7599
707-678-4644
Mar.2009
Edward Jones Investments
Emily Twiss

You may think all investment firms are the same. However, Edward Jones has made a conscious decision to serve you, the individual investor, differently. It’s more than lip service. See for yourself how this approach can help make a difference for you and your family.

Our Principles
Our firm was built on a foundation of principles that help guide us every day. Take a look at how these principles guide our investment decisions and client relationships.

The Edward Jones Difference
Edward Jones is a decidedly different kind of investment firm. Our mission is to help individuals reach their serious, long-term financial goals. Watch this video to learn more.

Who Should Invest With Us
Our clients are serious investors. They aren’t interested in gambling with their money, and would rather interact with an actual person instead of a call center. Does this sound like you?

Awards & Recognition
We’ve been ranked among the best advocates for our clients and have been named one of the top companies to work for. Learn more about what distinguishes Edward Jones.

Our Financial Advisors
Our financial advisors make every effort to build one-on-one relationships with clients, offering personalized attention and financial guidance. What else sets them apart?

Our History
Our unwavering principles, investment philosophy, and client relationships have helped us grow strong. How else has the history of Edward Jones shaped who we are today?

 

1170 N. Lincoln St. Suite 104
Dixon
CA
95620
(707) 678-1153
(866) 550-9727
Dec-2003
Waddell & Reed

Charles Vinyard , Financial Advisor
1601 Response Road , Suite 385
Sacramento, CA 95815

Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How do we get it all under control? At Waddell & Reed, I specialize in investments, insurance, and comprehensive financial planning.Whether you have one simple need or would like an overall evaluation, I can help. Call me today to discuss the products and services that may be appropriate for you,and we can start down the path to financial success.

Insurance products offered through companies with which Waddell & Reed has sales arrangements.

Member SIPC

1601 Response RD. Ste.385
Sacramento
CA
95815
(916) 566-0975 x122
(916) 566-0980
July 2014