About Us

About The Advice Center: (530)244-7526 The Advice Center is an independent Financial Services firm that offers honest, competent advice to help our clients achieve their financial goals. The Advice Center can be a source for most of your financial concerns. Whether you want fee-based investment management, independent insurance advice to protect your family, or competent tax advice to lower your tax expense, we can help you. In our efforts to help you reach your financial goals, The Advice Center offers:

  • Fee-Based Financial Planning**
  • Retirement planning
  • Investment planning*
  • Education planning*
  • Fee or Commission-based Investment Management** 
  • Stocks and bonds* 
  • Mutual funds* -
  • Variable Annuities*
  • Retirement Plans for Businesses and Individuals - SEP-IRAs - IRAs - 401(k) and 403(b) plans - profit sharing plans - pension plans.
  • Quality Risk Management Services 
  •  Life and disability insurance 
  • Individual and group health insurance
  • Long-term care protection
  • Financial Education Seminars for Businesses and Groups
  • Pre-Paid Financial & Tax Advice Programs *** (Get answers to your personal financial and tax questions via e-mail for one monthly fee)
  • Tax Preparation Services
  • Referrals for Wills, Trusts, and Legal Advisory Services.

 

At The Advice Center, it is our mission to empower our clients to obtain and enjoy the quality standard of living they desire. To accomplish our mission, we provide honest and competent investment, insurance, and financial advice that will help our clients achieve and maintain their financial expectations. We will recommend only those investment and insurance products and services that are appropriate to help our clients achieve their goals. The one place to call for all your Financial Concerns is, The Advice Center at (530) 244-7526 or just remember (530) BIG-PLAN.

* Securities offered through Royal Alliance Associates Inc., Member FINRA/SIPC.

** Financial Planning and Fee-Based Investment Management Services offered through WHJR Associates, a Registered Investment Advisor not affiliated with Royal Alliance Associates. 

The Advice Center is not affiliated with WHJR Associates or Royal Alliance Associates or registered as a broker-dealer or investment advisor.