"Planning, and protection as unique as you are."

General Info

Sentinel Wealth Management and Insurance Services. This innovative company fills a void in the marketplace as a full service provider with the history, the products, and the industry expertise to offer more value for our clients. It is our goal to offer the most comprehensive resources available. For the first time, you’ll have all your financial and insurance needs covered by one professional who knows you understands your needs. What this means for you is that you’ll save time, eliminate confusion, and save money by having your financial services integrated into one convenient ‘portfolio’, with one professional contact to meet with, and rely on. We’ll make sure that your planning covers all key areas, so that you have no gaps, and you can rest assured that we’ll keep an eye on all the details.We work closely with a number of highly rated, completely secure companies that offer a range of client solutions – so we are confident that by working together, we can create a plan that helps provide peace of mind for the present, and a strategic plan for future financial security. As a local Sacramento company, we are very involved in the community, and committed to building relationships that endure – We highly value the trust that develops in such an important relationship. We are big believers in service, and in providing the information and the resources that you need to make the best decisions when planning for your future.We would consider it an honor and a privilege to have the opportunity to work with you – and find solutions that work for you and your family or business. And at Sentinel we understand that each situation and client is unique.

Extra Phones

916-276-4501: 916-303-7499

Hours

Regular Hours

Mon - Fri:	8:00 am - 6:00 pm
Sat:	10:00 am - 12:00 pm

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Insurance Agents Resumes

Services/Products

Health Insurance, Group Benefit Plans, Life Insurance , Long Term Care Insurance, Disability Insurance , Wealth Management Planning, Investment Advisory Services, Retirement Planning.

Brands

ALL

Neighborhoods

North Sacramento, El Camino Square

Amenities

Ample parking, Refreshing beverages including expresso.

Accreditation

Aviva