Search Criteria
Category: Financial Planning
Impact Membership

 

D. A. Davidson & Co.

2901 Douglas Blvd., Suite 255
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
Impact Membership

Category
Financial Planning
Investment Management
Structured Settlements

 
 

Brant Hickey

30251 Golden Lantern, Suite E, PMB 430
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
Classic Membership

Category
Financial Planning
Investment Management
Structured Settlements