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Text Content

680 Rio Lindo Avenue, Suite 60, Chico, CA 95926
rick@mootzfinancial.com
530-877-7007
Menu


 * Home
 * About 
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 * Contact



MOOTZ FINANCIAL SOLUTIONS

Your choice for Financial Services

MOOTZ FINANCIAL SOLUTIONS

Your choice for Financial Services

MOOTZ FINANCIAL SOLUTIONS

Your choice for Financial Services

MOOTZ FINANCIAL SOLUTIONS

Your choice for Financial Services

MOOTZ FINANCIAL SOLUTIONS

Your choice for Financial Services

MOOTZ FINANCIAL SOLUTIONS

Your choice for Financial Services




WHERE DO YOU WANT TO GO? WE'LL GET THERE, TOGETHER. 

Mootz Financial Solutions strives to help you get more enjoyment out of life's
bounty by reducing your financial stress and anxiety. We do this through an
approach designed to help you E.S.C.A.P.E. the cycle of procrastination with
Financial Planning for Paradise!


YOUR PROCESS

We create strategies that are tailored to your goals.

Learn more


OUR HISTORY

We're prepared to guide you through life's transitions. 

Learn more


SHARED VALUES

We operate our business with ethics and integrity.

Learn more


RESOURCES

Let's talk about your investment strategies.

Learn more


WORDS OF WISDOM

"An investment in knowledge pays the best interest."

- Benjamin Franklin


WELCOME TO THE FAMILY!

With over two decades of experience in the investment industry, Rick combines
his love of people and love of numbers to create solutions that bring harmony to
your financial goals. With his broad knowledge and easy communication style,
Rick, strives to remove the mystery of financial concepts and products to help
you make decisions and take actions toward your life priorities. Known among his
clients as the “go-to guy,” Rick can act as the coordinator for all your
financial needs, working closely with attorney and tax professional to create a
seamless integrated plan for your future.

Learn more


YOUR GOALS ARE OUR GOALS.

Our entire team works together, hand in hand, always acting in your best
interest, with all your goals and dreams firmly in mind.

Learn more


WE GO WITH YOU, WHEREVER THE ROAD OF LIFE TAKES YOU.

We'll work with you to explore the choices you may have already heard about and
determine which ones fit your individual strategy.


HAVE A QUESTION?

Name
Email
Address
Phone
Question
Submit
Thank you!
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CONTACT

Office: 530-877-7007

Mobile: 530-364-5793

Fax: 530-433-5676

680 Rio Lindo Avenue

Suite 60

Chico, CA 95926

Series 7, 24, 63 and 66 securities licenses

rick@mootzfinancial.com


QUICK LINKS

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
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Copyright 2024 FMG Suite.



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or from every person listed.

CA Insurance Number 0C75924