SAFE Financial Services

Name: SAFE Financial Services
Address: 2295 Iron Point Road Ste 100, Folsom, CA, 95630, US
Telephone: +19168128041

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Folsom, CA
SAFE Financial Services

Invest the Way YOU Want

06/03/2026

Read the Weekly Market Commentary to better understand how you can prepare and protect your portfolio.

Check it out here: https://www.lpl.com/research/weekly-market-commentary.html

05/29/2026

It’s 529 Day! A reminder that planning ahead can open doors to education, opportunity, and long‑term financial support for those you care about most.

Learn more: https://www.safecu.org/wealth-management

05/10/2026

Happy Mother’s Day from the SAFE Wealth Management team. Today we celebrate the strength, care, and dedication that mothers bring to their families and communities, today and every day.

05/07/2026

College costs can feel overwhelming, but understanding the full picture makes all the difference. Join the session to gain clarity, ask questions, and feel more confident navigating the path to higher education.

Register here: https://www.safecu.org/community/events/events-detail/2026/05/14/default-calendar/050724-sallie-mae-whats-the-real-cost-of-college-hm-jl

04/30/2026

Help us welcome Cleveland Ashley to the SAFE Wealth Management team! 🎉

Cleveland brings years of experience helping individuals and families feel confident about their financial future. He is committed to delivering guidance that’s clear, personal, and empowering.

Cleveland will proudly serve members at our Natomas, East Sacramento, and Sunrise branches.

We’re excited to have him supporting our community!
Meet Cleveland: https://www.safecu.org/wealth-management/meet-our-advisors/cleveland-ashley

04/23/2026

Talking about money at home can feel awkward, but it doesn’t have to.

Join us for a webinar designed to help you start healthy, confidence building conversations about finances with the people who matter most.

Whether you're in a new relationship, managing a household, or teaching kids about money, this workshop will help you make financial conversations a natural part of everyday life.

Register here: https://www.safecu.org/community/events/events-detail/2026/04/28/default-calendar/42826-family-money-matters-simple-conversation-tips-to-talk-about-money-el

Address

2295 Iron Point Road Ste 100
Folsom, CA
95630

Telephone

+19168128041

Website

https://www.safecu.org/wealth-management

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