Cal City Financial

 

Cal City Financial is a Cetera Advisors LLC faceted financial services company offering a broad range of personal and business consulting to clients throughout California & Washington. We utilizes state-of-the-art technologies combined with years of practical experience to analyze, assess and manage the financial health of our clients.

Retirement Accounts

  •  Pre-retirement analysis
  • IRA's
  • 401 (k) Rollovers
  • SEP's
  • SIMPLE IRA's

Investment Accounts

  • Mutual funds
  • Education Savings Accounts
  • Annuities

 Taxes

  • Income Tax Return Prep
  • Tax analysis & Review
  • Individual
  • Business
  • Estate

 Business Owner Services

  • Employee Benefits
  • 401 (k) 's
  • Executive compensation
  • Key Employee retention
  • Group Health Insurance

 

 Insurance

  • Life
  • Health
  • Disability
  • Long Term Care