Office hours
Mon – Fri: 8:30 am – 6:00 pm
Saturday: by appointment
Closed Sunday
Tell us what you need
Fill in the form and an advisor will reply within one business day. If your matter is urgent, please call +1 530-759-0661.
Office hours
- Monday – Thursday8:30 am – 6:00 pm
- Friday8:30 am – 5:00 pm
- SaturdayBy appointment
- SundayClosed
All times are Pacific Time. Voicemails left outside office hours are returned the next working day.
What to bring to a planning meeting
- Photo ID and proof of address
- Recent loan, mortgage, or credit statements
- Investment and pension summaries
- Last two years of tax returns
- A rough monthly budget — even an estimate helps
Nothing is required for the free 30-minute discovery call.
Prefer to talk it through?
Call the advisory desk and speak with a person, not a phone tree.
+1 530-759-06612050 Tilia St, Davis, California
We are a few minutes from downtown Davis with free parking on site. If you are visiting for a planning meeting, bring identification and any documents you would like us to review — and allow an hour so nothing is rushed.
Frequently asked questions
Still unsure about something? Send the form above or call — we would rather answer a small question now than have it become a large one later.