Steven Anderson CFP®, PHD – Navion Financial Advisors

Certified Financial Planner®

Independent financial planner serving clients throughout California and seven other states. Objective financial planning advice provided on a fee-for-service basis.

Financial planning through Navion Financial Advisors, LLC. Securities through LPL Financial, member FINRA(www.finra.org)/SIPC(www.sipc.org), with whom I am a registered representative. For a list of the states in which I’m registered to conduct business, please see our website www.nfadvisors.com

Specialties

  • Retirement planning
  • Education planning
  • Portfolio management
  • Investment advice
  • Risk management
  • Insurance review
  • Estate planning
  • Employee benefits
  • Qualified retirement plans
 
   
   
   
   
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Stephanie Yang – Nationwide

Nationwide On Your SideStephanie YangCA Lic # 0F01508

Associate Agent/Office Manager

Cedarwood Financial & Insurance Services Inc.

Nationwide Insurance

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Richard D. Below – Real Estate Appraisal

Rich is a real estate appraiser specializing in Yolo County and northern areas of Solano County. His father started the business in 1992 after 12 years as a realtor in Davis. Rich took over ownership when Louis retired in 2008.  He appraises attached and detached single family homes, 2-4 unit income properties, manufactured homes, and land, both urban and rural.

Rich can perform an appraisal for:

  • Mortgage loan or refinance
  • Home equity loan
  • Estate (date of death valuation or liquidation)
  • Construction loan (for new construction or remodel)
  • Relocation
  • Valuation to establish sale price or second opinion when marketing a home
  • PMI (Primary Mortgage Insurance) removal

An appraisal can also provide information to help homeowners answer questions such as:

  • Should I rent my property or sell it?
  • How much can I expect to profit from renting my property?
  • Should I sell my property as-is or remodel it and then sell it?
  • How will my proposed remodel impact the value of my property?

For answers to these questions and others, call Rich at 530-756-6472 or visit www.TheYoloPro.com.

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Greg Phister – Phister Insurance Agency

Allstate

Greg Phister

Agency Owner

Phister Insurance Agency

Allstate Insurance Company

  • 437 F St.
  • Davis, CA 95616
  • Phone – 530.756.9211
  • Fax – 530.756.9218
  • gregphister@allstate.com

CA Insurance License #OE33726

Auto, Home, Business, Life

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David Macko – Nor Cal Commercial Real Estate

Nor Cal Commercial Real Estate

David Macko – Broker

  • 2709 Riverside Blvd.
  • Sacramento, CA 95818
  • 916-443-1500
  • 916-715-8527 (cell)
  • 916-443-1556 (fax)

dmacko@norcalcommercial.net

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Brian Kunde – BK Builders

BK Builders – (707) 448-4608

Brian Kunde Builders specialize in all phases of commercial and residential construction.

Serving Contra Costa, Napa, Solano and Sacramento counties

Building Quality Projects Since 1989

Custom Homes • Whole House Remodel • Kitchens • Baths • Additions

Commercial Buildings • Tenant Improvements • Concrete Work

Termite Damage • Water Damage

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Marc Thompson – Mortgage Planner


Marc Thompson, CMPS
Mortgage Planner / Production Manager
Office:  530-753-8800  Fax: 530-753-8805
website
apply now
money project
DRE 01760777 / NMLS 282260

Many people think I am in the loan business. I don’t look at it that way. I am a Certified Mortgage Planning Specialist (CMPS). As a CMPS graduate, I help my clients manage perhaps the largest purchasing decision in their lives. Therefore, I have a personal desire and a professional obligation to help them through this process.

With over 17 years of consulting experience, I have developed mortgage plans that guide my clients through the turbulent financial market place and enable them to meet their individual goals. Here are some of the services that I can provide for my clients:

  • Home Purchases  (FHA, Jumbo, VA, Conventional)
  • Refinancing (Is now the right time for me?)
  • Debt consolidation or Debt Management
  • Investment Property Financing
  • Reverse Mortgages
  • PEACE of MIND
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    Andrew Dowling – Coldwell Banker

    About Andrew…

    • Licensed Real Estate Broker
    • UC Davis graduate
    • Practicing real estate since January, 1998
    • Davis resident for over 40 years
    • Committed to professional and ethical service
    • Dedicated to meeting the needs of my clients
    • Experience selling Davis homes in all price ranges
    • Private Pilot, Served on the Yolo County Aviation Advisory Committee
    • Consistent multimillion dollar producer, Coldwell Banker President’s Circle Award recipient, Masters Club Life Member

    VISIT… www.DavisCalifornia.com

    Please visit my www.DavisCalifornia.com website and/or my blog… www.AndrewDowlingBlog.com periodically.

    When you have a real estate question and/or when you decide that you’d like to buy or sell a home in the Davis areas, e-mail: andrew@DavisCalifornia.com or call me at: (530) 902-3999 anytime.

    Andrew Dowling, CRS, GRI, CNE, e-PRO, Realtor®, Broker Associate
    Coldwell Banker, Doug Arnold Real Estate, Inc.
    505 Second Street, Davis, CA 95616

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