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  3. Our Philosophy

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

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. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

About

  • Our Team
  • Our Philosophy
  • Our Process

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. Expiration: 01/31/2025

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Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, ID, IL, MS, NV,  NC, OK, OR, TX, VA, & WA.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

CA Insurance license #0C51872

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