Business Details
About
Investment Service
From small businesses in local communities to large-scale operations, entrepreneurs face a unique financial landscape full of opportunities. Whether you're just starting out, or you're an experienced business owner looking to grow your business, our team is here to help you drive your wealth and confidently plan for your future success. Together, we can partner with other key professionals, including CPAs, estate-planning attorneys and life insurance specialists, to help ensure that the hard work you've put into your business pays off.
Location
Hours
Frequently Asked Questions About Pereira Wealth Management
What financial services does Pereira Wealth Management offer?
Pereira Wealth Management offers financial advising, investment management, investment funds, and stock broker services.
Where is Pereira Wealth Management located?
Pereira Wealth Management is located at 350 Hartnell Ave, Ste C, Redding, CA 96002, US.
What are the operating hours of Pereira Wealth Management?
They are open Monday to Thursday from 8:00 AM to 5:00 PM and Friday from 8:00 AM to 3:00 PM, closed on weekends.
Does Pereira Wealth Management offer any services online or remotely?
Yes, they provide web conferencing as an additional service.
What languages are spoken at Pereira Wealth Management?
The primary language spoken is English.
What specialties does Pereira Wealth Management focus on?
They specialize in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Pereira Wealth Management?
You can reach them by phone at +1 530-224-9394 or visit their website at https://www.edwardjones.com/pereira-wealth-management.
Are there any nearby financial service providers that might complement a visit to Pereira Wealth Management?
Yes, nearby financial services include Edward Jones - Financial Advisor: Jordan Reed, Wells Fargo Home Mortgage, and Five Star Bank Redding which could provide additional financial support or services.
What nearby medical or healthcare facilities are close to Pereira Wealth Management?
Nearby healthcare facilities include Mercy Medical Center, GenesisCare, Dr Robert Shoff D.D.S., and Prestige Regenerative Medicine, useful for health-related consultations before or after your visit.
What local amenities or stores near Pereira Wealth Management might be convenient for visitors?
Local amenities include The Katwalk (a women's clothing and thrift store), Beaux Cheveux Hair Salon, and Salley's Shasta Antique Mall, offering shopping and personal care options nearby.