Chicago, IL
Fresno, CA
New Orleans, LA
Quad Cities, IL/IA
Twin Cities, MN
Anchorage, AK
Iowa City, IA
Fresno, CA
7055 N Maple Ave
Suite 108
Fresno, CA 93720
Phone: 559-320-8200
Toll-Free: 877-338-7526
Fax: 312-664-9709
Hours:
Mon-Thu: 8am – 5pm
Fri: 8am – 3pm
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
Phone: 559-320-8200
Toll-Free: 877-338-7526
Fax: 559-320-8278
Hours:
Mon-Thu: 8am – 5pm
Fri: 8am – 3pm
The Planning Center’s office in Fresno is located in the Palm Bluffs area in Northwest Fresno. The firm’s local roots trace back to 1984 as a team of advisors known as Financial Planners Resource Group, Inc. Through a series of partners and business models, the core members of Beechwood Wealth Advisors was born as a Registered Investment Advisor and Fee-Only Financial Planning firm in 1999. Beechwood merged with The Planning Center in 2014.
Posts from Our Fresno Team
Estate Planning Mistakes Celebrities Make
The Planning Center’s Partner and Senior Financial Planner John Longstaff CFP(r) featured in Kiplinger’s Personal Finance discussing estate planning mistakes that celebrities make. Read the
Estate Planning Mistakes Celebrities Make
The Planning Center’s Partner and Senior Financial Planner John Longstaff CFP(r) featured in Kiplinger’s Personal Finance discussing estate planning mistakes that celebrities make. Read the
We’d like to meet you!
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
