Jeremy Merlino's Contact Details

Jeremy Merlino's Company Details

American River Wealth Management

Rancho Cordova, CA, US • 5 - 9 Employees
Financial Services

Roderic Craig, Mike Mcdonald, Robert Christiansen and Rodney Spradlin along with tax professional Sid Norton joined forces this year to create American River Wealth Management. Each one of our advisers has at at least 20 years of experience. We have three locations to serve our clients. Our clients understand that working with us is a long-term partnership and that through honest, transparent communication, we can help them take control of their financial future. We take care of our clients' financial lives so they can spend more time doing the things they love.Our investment strategies are personalized for each client depending on their situation and goals. Some questions we help our clients answer may be:When can I retire?What's the risk in my investment portfolio?Can I afford to send my child to college?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Should I consider long-term care insurance?How can I create a steady stream of income that lasts through retirement?How can I get the most out of my 401(k) and/or IRAs?Our goal is to manage the money that our clients can't afford to lose. We are a fiduciary firm, meaning that we always act with the clients' best interests in mind. We aren't concerned about making a sale as much as we are concerned about helping our clients succeed. By offering education, excellent customer service, and ongoing guidance, we seek to help them pursue financial independence.American River Wealth ManagementMain Office: 3100 Zinfandel Dr. Suite #280 Rancho Cordova, CA 95670Phone: (916) 362-4107 X 5118 Cell: (916) 799-9738 Fax: (916) 362-7706Reno Office: 1301 North McCarran Blvd. Suite #102 Sparks, NV 89431 Phone: (775) 359-3223 Fax: (775) 359-0787Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA SIPC, Cetera is under separate ownership from any other named entity. , CA Insurance License#0B95690 NV #3237230