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Submitted URL: http://trideaadvisors.com/
Effective URL: https://allworthfinancial.com/tridea-advisors
Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://allworthfinancial.com/tridea-advisors
Submission: On April 22 via api from US — Scanned from DE
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Skip to content. * What We Do * Retirement & Financial Planning * Investment Management * CPA & Tax Services * Estate Planning * 401(k) For Employers * Why People Work With Us * Advisors & Leadership * Partners (For Advisors) * Allworth Kids * Our Fees * Retirement Resources * Retirement Calculator * Checklists * Guides * Workshops * Podcasts * Articles * See All * Workshops * What We Do * Retirement & Financial Planning * Investment Management * CPA & Tax Services * Estate Planning * 401(k) For Employers * Why People Work With Us * Advisors & Leadership * Partners (For Advisors) * Allworth Kids * Our Fees * Retirement Resources * Retirement Calculator * Checklists * Guides * Workshops * Podcasts * Articles * See All * Workshops * Client Login * Contact Us * Talk with an Advisor * Find a Location * Contact Us Until we are fully integrated with Allworth Financial, click here to access your accounts. All of us from Tridea Advisors are precisely where we have always been, right here in the Fountains at Roseville, although we have recently formed an exciting new partnership with award-winning, Sacramento-based, Allworth Financial. Founded over 30 years ago by Sacramentans, Scott Hanson and Pat McClain, Allworth is not only entirely comprised of professionals who mirror our devotion to client satisfaction, financial well-being, and personalized service, but Allworth recently had its 5th “Best in Class” designation bestowed upon it by the National Business Research Institute, which ranks Allworth among the most admire brands in the entire financial services industry. As mentioned above, our office remains located in the Fountains at Roseville, at 1013 Galleria Blvd. Suite #210, Roseville, Ca., 95678. We have new email addresses listed below. You can also continue to contact us by phone at (530) 823-2098. Steve Eklund: Steve.Eklund@allworthfinancial.com Allison Scoggin: Allison.Scoggin@allworthfinancial.com Wesley Scoggin: Wesley.Scoggin@allworthfinancial.com Barbara Osella: Barbara.Osella@allworthfinancial.com You have been redirected to the Allworth Financial website, where you will find all of us from Tridea awaiting the opportunity to help you reach your financial and investment goals, and, of course, working together to help you navigate any life transitions. Lastly, we want to thank you for the trust and confidence you have placed in us. With the added resources and technologies provided by Allworth Financial, we will soon be able to offer you even more services, and each of us at Tridea feels honored to be able to continue to serve as your partner, friend, and advisor. Please let us know if you have any questions. We look forward to seeing you soon! You can learn more about our partners at Allworth Financial, here. CLIENT LOGINS Financial Planning Albridge Schwab Alliance Pershing NetXInvestor STEVE EKLUND ALLISON SCOGGIN WESLEY SCOGGIN BARBARA OSELLA SIGN UP FOR OUR NEWSLETTER Get timely insights about financial planning, market updates, and investment management delivered right to your inbox. You'll also receive our retirement planning checklist. By submitting your information, you consent, acknowledge, and agree to the terms below: We take your privacy seriously and respect your privacy choices. By submitting this information you agree to our Terms of Use Agreement, Privacy Policy, and to receive important notices and other communications electronically. AS SEEN IN OUR MISSION At Allworth, we deliver uncompromised financial and investment guidance so people can live rich and meaningful lives. * Client Login * Contact Us * Form CRS * Workshops * Retirement Resources * Radio Shows * Careers * Partners (For Advisors) © 1993-2024, Allworth Financial. All rights reserved. Privacy Policy | Disclosures | Cookie Preferences Do Not Sell or Share My Personal Information Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck. HMRN Insurance Agency, LLC license #0D34087 1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 2 Retention Rate Source: Allworth Internal Data, FY 2022 3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 4 As of 1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $19 billion in total assets under management and administration. 5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 6 2021 Value of an Advisor Study / Russel Investments 7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC. ✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry. ✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization. †Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.