Whether you’re just starting to save for your future or are a retiree with a proven financial plan in place, you have a team of advocates on your side ready to ensure service to your accounts. We take great honor in partnering with you to help you manage your money and pursue your goals and dreams for the future.
No matter the size of your investment or portfolio, our seasoned professionals have the experience and industry insight to help you find comprehensive solutions for your opportunities, challenges, and changing life circumstances.
Our team draw on advanced technology to model your options and service your accounts and are able to handle even the most complex scenarios with you over the phone and at your convenience.
Dan Gallogly, CA Insurance License #0C72535
Financial Advisor
Janal Kruzel, CA Insurance License #4215789
Financial Advisor
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.