Are You A Pro? Join For Free

Brian Tewksbury

Financial & Insurance Services
Financial Services

Contact Information:

P.O. Box 719
Murphys, CA 95247
United States
T: 209-728-4919

Years in Business:

 

31

Clients I'm Seeking:

 

I'm seeking clients that are looking for help with Insurance needs, Investment Advise and Financial Planning. I accept both transactional business and fee based business relationships.

About My Business:

 

I'm licensed 0G81083 in all aspects of Insurance in the State of California. Property, Casualty, (Home, Auto, General Liability, Workers Comp) Long Term Care, Life, Health, Variable Contracts (Annuities). I am also certified through Covered California Healthcare Exchange. I am a FINRA licensed Financial Advisor, Investment Advisor with Series 7 and Series 66 licenses. I enjoy the area in which I live (the Motherlode) but will travel and communicate with clients globally. I prefer Equities and Fixed Income to Mutual Funds and will discuss my Portfolio Management philosophy with each prospect one on one. Whether you're just starting at first base or already home, I have a properly diversified portfolio to meet your needs. My primary objective is to help you "Build, Manage and Preserve" your wealth, so that you can enjoy your Retirement. Call my office anytime 209-890-1742 or try my cell 209-728-4919 I look forward to speaking with you. Best, Brian

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: