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Financial Confidence

Financial Confidence

We make sure to work closely with you to develop a strategy focused on your goals.

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You're Our #1 Priority

You're Our #1 Priority

Our client-focused approach is the secret to our longevity. We're ready to work with you at every juncture in life.

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We Work For You

We Work For You

Your success is our success, and we'll work with you every step of the way.

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The Support You Need

The Support You Need

Our team of experienced financial advisors will work with you to delve deep into your financial history and future goals. From there, we'll create a few custom plans to get you started, and we'll guide you every step of the way.

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Retirement and Estate Planning

Retirement and Estate Planning

A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.

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Jacquelyn Cross

Director of 401(k) Plan Services

(925) 284-7950

Kristen Peters

Director of Risk Management and Insurance

(925) 284-7950

Marlene Kinley

Director of Wealth Management Operations

(925) 284-7950

Ronald Johnson, CFA

Director of Research and Analysis

(925) 284-7950

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