Pacific Financial Partners

Pacific Financial Partners is a Financial Planner in Roseville, CA. The firm assists individuals, families, and business owners with investment strategies, retirement planning, and insurance solutions. Services include managing individual and business accounts, tax planning, estate planning, and college funding. The business holds a 5.00 rating based on customer reviews.

The firm was founded in the Hawaiian Islands and operated under the John Hancock Life Career Agency system before transitioning to an independent channel in late 2018. Under CEO Luiz H. Boscardin, the company expanded to Northern California in July 2013 and Southern California in winter 2014. The organization supports a network of associated professionals across multiple states, including California, Hawaii, Texas, New Mexico, Nevada, Arizona, Washington, Illinois, Kansas, Massachusetts, Ohio, Oregon, and Utah.

Pacific Financial Partners offers a comprehensive suite of financial products and services. These include investments in bonds, common stock, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities. The firm provides various retirement account options such as Traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, 401(k) plans, 403(b) plans, money purchasing plans, and profit sharing plans. Additional services cover disability income insurance, life insurance, long-term care insurance, and financial planning. The team approach allows clients to access a range of specialized expertise for their financial objectives.

The business maintains a 5.00 rating, reflecting a positive standing among its clients. This high rating underscores the trust placed in the firm by those who have utilized its financial planning and insurance services. The combination of a long history since its Hawaiian beginnings and a modern independent structure supports its ability to serve diverse client needs.

Pacific Financial Partners brings decades of experience and a broad service range to financial planning in Roseville, helping residents and businesses achieve their long-term financial goals.

Pacific Financial Partners is located on Diamond Creek Pl in Roseville, CA, situated about a tenth of a mile from William Hughes Park and Blue Oaks Boulevard. The business is also near Pleasant Grove Creek, which is roughly a third of a mile away.

BizScoreAI assigns a Discoverability score of 75 out of 100, which ensures AI crawlers can access every page of the website so the business can be recommended by AI assistants. The SEO Score is 74 out of 100.