| 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 |
| <info@faganfp.com> |
| Website |
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| Owner(s) |
| Ann B. Fagan, CFP |
| Established |
| 1979 |
Services Offered
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Comprehensive, Fee-based Financial Planning
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Investment Advisory Services
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Estate Planning
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Retirement Planning
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College Planning
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Budgeting/Cash Management
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Debt Management
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Risk Management/Insurance Reviewing
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Tax Planning & Tax Preparation
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Executor Assistance
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401(k) & IRA Rollovers
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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.


