| Location |
| 200 B Street, Suite G, Davis, CA 95616 |
| Above USE Credit Union, and across the street from Black Bear Diner |
| Hours |
| Monday - Thursday: 9am - 5pm; Friday: 9am - noon |
| Phone |
| (530) 758-6230 |
| [email protected] |
| Website |
| http://faganfp.com/ |
| Owner(s) |
| Ann B. Fagan, CFP |
| Established |
| 1979 |
Services Offered
- Comprehensive, Fee-based Financial Planning
- Investment Advisory Services
- Estate Planning
- Retirement Planning
- College Planning
- Budgeting/Cash Management
- Debt Management
- Risk Management/Insurance Reviewing
- Tax Planning & Tax Preparation
- Executor Assistance
- 401(k) & IRA Rollovers
- Planning for Advanced Senior Living/Elder Care Needs
Securities offered through M Holdings Securities, Inc., a registered broker/dealer, Member FINRA/SIPC. Investment advisory services offered through Ann Fagan, a registered investment advisor. Fagan Financial Planners is independently owned and operated.
