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What to bring to your meeting?

  • Tax return
  • Paycheck stub 
  • Investment statements 
  • Insurance policies
  • Long term care policies
  • Balances in all assets and liabilities
  • Pension statements
  • Social Security Statements 

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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 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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