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There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • Individual K Plans for Self-employed Businesses
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Life insurance
  • Long-term care, disability and critical illness
  • IRA ROLLOVERS
  • IRA
  • ROTH IRA

Our Services

  • Our Services
  • Insurance
  • Retirement Planning
  • Managing Your Finances
  • Asset Allocation
  • Business Succession Planning
  • Charitable Giving

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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