CONNECT

Address:

1601 Response Road, Suite 110
Sacramento, CA 95815

Phone:

Rebecca Harper (916) 614-7637
Financial Professional
State of California Insurance License: #0541664

Terri Davis, CPA (916) 646-8180
Financial Professional
State of California Insurance License #0D55218

Fax/Other:

(916) 921-2247

Resources

You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.

  • Calculators

    A host of financial tools to assist you.

  • Glossary

    Financial terms from A to Z.

  • Videos

    These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

  • Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck