Broker Check

Products & Services

We provide assistance in the following areas: 

Investments

  • Common Stock
  • Mutual Funds
  • Corporate Bonds
  • Government Securities
  • Real Estate Investment Trust
  • Fixed & Variable Annuity
  • 529 Plans
  • CDs

Financial Planning

  • Adisory Brokerage Accounts
  • Tax Plans
  • Estate Plans
  • College Plans
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401(k) Planning
  • 403(b) Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long-Term-Care Insurance
John Almaguer CA Insurance License: 0B08687
Julie Shen CA Insurance License: 0I35341