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Thomas Melton - Wealth Management Advisor in Auburn, CA

Thomas Melton

Wealth Management Advisor

1.0
(1)
It is my pleasure to serve the financial needs of people in northern California including North Auburn, Auburn, Lincoln, Loomis, Colfax and surrounding areas. My experience in the financial industry started in 1983 and I became a Wealth Man...... Show More
Location & Business Hours
Business Hours
Wed
9 AM to 5 PM
Thu
9 AM to 5 PM
Fri
9 AM to 5 PM
Overall Ratings
1.0
(1)
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Reviews from Web
  • 1.0
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    Diana B
    Posted on May 10th, 2023 12:00 AM
    Thomas Melton has received a review with 1 star rating from Diana Baiza
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    About
    It is my pleasure to serve the financial needs of people in northern California including North Auburn, Auburn, Lincoln, Loomis, Colfax and surrounding areas. My experience in the financial industry started in 1983 and I became a Wealth Management Advisor in 2022. I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from our affiliate U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.In my free time, I enjoy how my life is enriched by spending valuable time with my incredibly talented family. My passion is to continue to share the benefits of my experience with others to hopefully enrich their lives. Let's get together and discuss the many ways in which we can partner with you to address your financial needs, wants and wishes.
    Specialities
    Investment planning
    Insurance protection planning
    Retirement plan distribution planning
    Executive compensation planning
    Business succession planning
    Charitable gifting strategies
    Executive/trustee planning
    Legacy planning
    View All
    55
    /850
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    Positions
    • Wealth Management Advisor
    • Wealth Management Advisor
    FAQs
    Here are some Frequently Asked Questions about Thomas Melton
    What organization is Thomas Melton associated with?
    Thomas Melton is associated with U.S. Bank.
    What is Thomas Melton’s work email address?
    Thomas Melton’s professional email address is t***********n@u*****.com. You can also email Thomas Melton by clicking on the contact Thomas Melton.
    Where is Thomas Melton based out of?
    Thomas Melton’s primary location is Auburn, CA.
    What is Thomas Melton's phone number?
    Thomas Melton's phone number is (530) 217-6571
    What is Thomas Melton's title??
    Thomas Melton is a Wealth Management Advisor.