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M
Mark C.

01/02/20

Provided by YP.com
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Been in Redding over 40 years. First Class help and Service with Retirement planning and managing my retirement account

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DETAILS
General Info
Sherrill Bambauer has been providing clients with financial planning and investment services since 1974, in Redding, California. In 1986 the University of California, Davis, awarded her the Certificate in Personal Financial Planning after she completed the two year course of study. She is a Registered Principal offering securities through SagePoint Financial, Inc., and is an Investment Advisor Representative with SagePoint Financial, Inc.Sherrill received her Bachelor of Arts degree from University of Arizona, completed the requirements for her teaching credential, and taught mathematics, English, (and other subjects) for seven years prior to entering the financial services industry. She and her husband have lived in Redding since 1971 and have five grown children and thirteen grandchildren.Their very helpful and experienced staff members are Brenda Kreps and Mark Cheeseman.
Hours
Regular Hours
Mon - Fri:
Categories
Retirement Planning Services, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investment Securities, Investments, Life Insurance, Mutual Funds, Stock & Bond Brokers
Services/Products
    Estate PlanningMarket AnalysisChartered Life UnderwritersEmployee Benefit PlansCommodity Trading Consultants & AdvisorsCompetitive AnalysisBranch OfficeFinancial PlanningSurvivor BenefitsInformation & ReferralsTraveler's ChecksReceivable ManagementBid ReportsForeign Currency Traveler's ChecksRetirement PlanningTrustsLetters of CreditFranchise ConsultantsFinancial ConsultantsStock InvestmentsBusiness PlanningInsurance AgentCredit ReportsFinancial Education WorkshopsAsset ManagementCharitable TrustsElder Care PlanningInsurance PremiumsEquity InvestmentsTrust ManagementGuardianshipsFinancial ManagementFee-Based Financial PlanningBonding
    Asset & Portfolio ManagementIRA RolloversEscrow ServicesTrading StrategiesTax AdvisorsOnline TradingMergers & AcquisitionsInvestment AdvisorsFinancial AssistantsTax PlanningLitigation SupportInsurance PlanningEstate ManagementIndependent Insurance AgentsFinancial AdvisorsInvestment ResearchHigh Risk InsuranceInheritance PlanningFamily Financial PlanningBid DepositoriesDebt ManagementSEP Individual Retirement AccountsTax-Exempt SecuritiesAnnuitiesBondsMutual FundsGovernment SecuritiesMunicipal SecuritiesStocksIndividual Retirement AccountsInternational SecuritiesMoney Market FundsOptions
Brands
AXA Equitable, Allstate, American Family, Bankers Life & Casualty, Blue Cross-Blue Shield, Cigna, Co-Operators Insurance, Farm Bureau Ins, Farmers Insurance, Hartford, Kemper Group, Massachusetts Mutual, Nationwide Ins Co, New York Life, Primerica Financial Svc, Prudential, Safeco, Sentry-Dairyland, Shelter Ins, State Farm, Sun Life Assurance, Travelers
Neighborhoods
Redding, Kutras
Data provided by one or more of the following: Thryv, Data Axle, Yext.