Financial Professionals In the El Dorado, Folsom, and Roseville Regions

In these volatile financial times, it’s more important than ever to manage your funds wisely. Allow some of the region’s premier financial professionals to use their expertise to help you maximize your dollar and minimize your tax liability. With a variety of services offered, from financial planning and advising to tax preparation to estate planning, Style brings you some of the area’s best – to help you get the most bang for your buck!

Marcella Goodwin, LDA, Legal Docs on Main
I am Marcella Goodwin, LDA, owner of Legal Docs on Main, a legal document preparation business, specializing in Wills, Trusts, and Estate Planning. Read More »

Edward Jones
Making Sense of Investing Read More »

Weston and Tuttle Wealth Advisors, LLC
Weston and Tuttle, LLP has been a renowned tax and accounting firm in El Dorado County for over 20 years. Read More »

Clint Herndon, CPA
Clint strives to serve, represent, and educate his clients so they develop a solid financial foundation from which to launch. Read More »

Monique Douglass Mechanics Bank
When it comes to any financial analysis we start with a thorough understanding of you – how you define success, what’s important to you in life, and what you want to achieve. Read More »

Ideal Life Financial Advisors
We aspire to help all of our clients live a happier, healthier and better quality of life. Read More »

PGR Solutions: Liberate. Educate. Relate. Flourish!
The key to serving is to be mission oriented. Our mission at PGR Solutions is clear – it is to liberate our clients from all aspects and the stress of financial concern. Read More »

Christeen Reeg Pacific Investment Consultants
“I am committed to the success of my clients so they can live their best lives possible,” says Reeg. Read More »