Abound Financial, LLC.
Financial Services
4180 Douglas Blvd
7 employees
HITTI
- Employees
- 7
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Abound Financial, LLC. Overview
- Headquarters
- 4180 Douglas Blvd
- Website
- liveabound.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 1998
- Stock Symbol
- HITTI
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Abound Financial, LLC.
We’re a wealth management company based in the Sacramento region. We’ve been proudly serving local families for over 20 years. Our strong, energetic team and broad experience enables us to connect to all generations, from creating tax-optimized retirement income strategies for those in and approaching retirement, to giving personalized, experienced help to professionals planning for the future. We’re proud of our knowledge and abilities as a team, and we focus on our customers – not processes, and not our internal interests. We know that in a world of uncertainty, our customers need a company that can confidently navigate change. We are that company. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit http://www.liveabound.com.
Abound Financial, LLC. Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Abound Financial, LLC. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Grant Joyner | Client Services Associate | Chico, California, United States |
Email
|
| David Laut, Cfp® | Guiding Families to Align Wealth | Greater Sacramento, United States |
Email
Phone
|
| Mark Burns | Helping People Develop Confident | Chico, California, United States |
View
|
| Samuel Smith, Cfp® | Assistant Financial Planner at Abound | Rocklin, California, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Associate / junior
3 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 2 |
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