In mybook® Services Collection (edit)

Added to your services collection.
Removed from mybook!

We took this business out of your services collection.

"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

General Info
Martin Meier is currently LPL Branch Manager, LPL Financial Advisor and a Retirement Planning Specialist. He has over 30 years experience and has been a financial advisor since 1982. He specializes in retirement planning, helping clients accumulate, preserve, and manage financial assets. For a personal bio and a list of states in which I am registered to do business, please visit my business website.
Hours

Regular Hours

Sat - SunClosed

Extra Phones

TollFree: (866) 863-3127

Services/Products
401K Plans, Annuities, Fee Based Managed Asset Plans, Financial Planning, IRA Plans, IRA Rollovers, Municipal Bonds, Retirement Planning, Stocks, Tax-advantaged Investing
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

Masters Degree in Business (MBA), 1981 CA State University, Sacramento

Bachelors Degree in Economics and Psychology, (BA), 1976, University of CA at Davis

2012, 2013, 2015, 2016, 2017, 2018 Five Star Wealth Manager Award

Associations
Registered with LPL Financial, University of California at Davis Alumni, Sacramento State University Alumni, Past Member Intl Association of Financial Planners
Categories
Financial Planners, Investments, Retirement Planning Services, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities
Other Information

Certifications: Certified Financial Planner

Banner

Reviews

Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate
Share Review

Like this review? Share it on your social network to get the word out!