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
info@faganfp.com
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.