Are your investments growing? Have you asked yourself…what has my money done for me lately? Are your investments in line with your plans for the future? You can understand that investing is important, but how do you invest to achieve your own goals? What financial products are best for you and who can trust to help?
Vitucci & Associates understands your concerns. We are licensed professional financial advisors that work with highly regarded financial partners to offer you a specific plan tailored to your needs. Being an independent fee based firm means that we are not obligated to invest your money with any particular company or products. That is in contrast to commission based advisors.* Our motivation is the same as yours: help increase the value of your investments. We will discuss your risk level with you, and your investments will be actively managed according to the level you select. There is no extra charge for you to move your investments based on market conditions.
We offer regular meetings each year for you to see if you have any life changes that may need to be addressed. You can also follow your investments on line 24/7.
Please call for a no cost, no obligation financial investment consultation at any of our 16 Bay Area offices.
*Services offered through Vitucci & Associates Insurance Services. Advisors may charge a commission when acting as a Registered Representative in a brokerage account.