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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

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Sherry Azevedo

Registered Principal

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Sherry Azevedo

Sherry has been in the financial planning industry since 1990.  She holds FINRA securities licenses Series 6, 7, 24, 63 and 65  which means that she is licensed to assist individuals with professionally managed investment portfolios that include, but are not limited to, stocks, bonds, mutual funds, variable and fixed annuities. She is a Registered Principal with Securities America.

Sherry is also insured licensed to assist individuals with life insurance, disability income insurance and long term care insurance.  She enjoys working with individuals and families who are committed to working towards financial independence. Sherry feels that the best plan is one with the end in mind! 

Having almost 30 years in the financial planning and investment industry, is the key element in the wisdom, knowledge and trust her clients have in her. 

Sherry, along, with her husband, Raymond Azevedo are co-owner of Azevedo Investment Corporation located in Modesto, CA 

Bio

Raymond Azevedo

Chief Financial Officer

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Raymond Azevedo

Raymond has been working in the financial industry since 2004. He is Co-owner of Azevedo Investment Corporation. He is responsible for office management, books and records, client events and so much more. His outgoing personality makes clients feel right at home.

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Contact Us

Don't hesitate to get in touch with us.
 

Phone: 209.545.8336
Fax: 888-340-3689
Toll Free:

Email: sherry@azevedoinvestmentcorp.com

4230 Kiernan Avenue, Suite 200 , Modesto, California 95356

California Insurance License # 0C51872

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Securities America Form CRS

Securities offered through Securities America Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Azevedo Investment Corporation and the Securities America companies are separate and unrelated entities.

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