CELA Marketplace Directory
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Category: Financial Planning

D. A. Davidson & Co.
2901 Douglas Blvd., Suite 255
Roseville, CA 95661
Roseville, CA 95661
Phone: (916) 581-7551
Fax: (916) 581-7558
Contact:
Steve Halterbeck & Carlos Alcaine
Info:
Alcaine Halterbeck Group members are plaintiff-only financial advisors specializing in settlement planning. We offer a range of investment options including structured settlements and stock & bond portfolios.
Level
Marketplace Impact Membership
Category
Financial Planning
Investment Management
Structured Settlements
Marketplace Impact Membership
Category
Financial Planning
Investment Management
Structured Settlements
Brant Hickey
30251 Golden Lantern, Suite E, PMB 430
Laguna Niguel, CA 92677-5993
Laguna Niguel, CA 92677-5993
Phone: (949) 388-5565
Contact:
Tim Kosor
Info:
Providing tax-efficient financial planning to claimants and attorneys of employment litigation that helps preserve and protect settlement proceeds in a customized portfolio to meet future needs and objectives.
Level
Marketplace Classic Membership
Category
Financial Planning
Investment Management
Structured Settlements
Marketplace Classic Membership
Category
Financial Planning
Investment Management
Structured Settlements