Aligned Insurance and Financial Solutions
Sean Andersen,
Aligned Insurance and Financial Solutions
Financial Advisor*
Forge Your Path to Financial Freedom
Few Things About Us:
We believe that everyone wants the best for themselves, their family, and their community.
Our goal is to be a trusted partner on that journey, helping you make progress toward your aspirations.
We follow a thoughtful process to understand your goals and values, and we work to Align your time and wealth with them. That’s where our name, Aligned, comes from!
When You Visit Us:
We are a professional office with a welcoming atmosphere. You’ll find us at 718 Bridge St, Suite A, Yuba City. When you arrive, Suite A is the one on the left. The parking spaces say reserved—please consider any available spaces reserved for you!
Who We Are:
Our team is made up of high-character individuals who are driven, people-smart, and humble. We are dedicated to providing thoughtful and personalized financial guidance that help move our clients forward. We believe in teamwork and a strong client-first approach to everything we do.
What You Can Expect When Working With Us:
First and foremost, we welcome all your questions! Our goal is to ensure that working together is a great fit for both of us.
While we bring deep expertise in financial planning and wealth management, we don’t expect you to know everything about what we do—after all, that’s our role!
What’s most important is understanding your financial goals, what brings you joy, and what a successful future looks like for you. We believe that when we truly understand your vision, we can help you achieve it.
Meet Our Team:
You’ll likely connect with Maria, who has been an integral part of our office for over four years. She specializes in client onboarding and plays a key role in our office culture. As a small team, we work closely together, ensuring a seamless and personal experience for every client.
If you have any questions before your visit, please don’t hesitate to reach out. We look forward to meeting you!
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