Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Etzler Financial Advisors, LLC |
| Address: |
819 Jefferson Street |
| City: |
Red Bluff |
| State: |
CA |
| Zip Code: |
96080 |
| Telephone: |
(530) 527 - 6761 |
| Fax: |
() - |
| Web Site: |
www.etzlerfinancial.com |
| |
| We provide independent, unbiased, and highly qualified financial advice and services by the hour, by the project, or on a retainer basis.
We're the ideal choice for those who want objective advice from an experienced financial professional without the worry of being "sold" some product. We are fee-only; eliminating potential conflicts of interest and ensuring impartial advice. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Matthew R. Etzler |
(530) 527 - 6761 |
info@etzlerfinancial.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Fee-only: Do not "sell" products but will assist with securing.
Insurance Licenses: Fee-only: Do not "sell" products but will assist with securing.
Other Licenses and Designations: ChFEBCSM,
CFP, CRC, ATP, CRTP, RIA
Education/Area of Study: Graduate of the College for Financial Planning, Denver, CO
Associations and Affiliations: FPA, InFRE, ICDFA, SChFEBC, SHRM, ACAT
Experience:
I have / The office has been providing financial and/or related advice to clients for 20 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly, and/or retainer) |
X |
Fee based on percentage of assets managed; percentage ranges |
--- |
Commissions, trail fees, redemption fees, account fees, etc. |
X |
Other: Fee-only: Do not receive commissions, referral fees or any other third-party compensation. |
Financial services provided:
X |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
X |
Stock and bond brokerage |
X |
Other: Divorce planning, pension consulting, educational workshops |
Specialty: Independent, objective, and conflict-free financial planning and investment advice and services
I am (or my firm is) registered with the SEC as an investment adviser. Yes
If so, in what states? California
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
X |
No affiliation |
--- |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
