General Info

PearTree Advisory Group is a financial advisory firm that has been serving the Roseville, CA area. We offer a wide range of financial services, including investment management, retirement planning, and estate planning. We believe that a financial advisor should be more than just a â??finance personâ??. We are here to be a core pillar of your life - someone you can always count on to be by your side, guiding you through every stage of life and the questions that come with it, helping you find harmony between your money and your lifestyle. We offer a personalized approach to financial planning, and we take the time to get to know you and your goals.