Jeffrey Oster
Branch Manager
Registered Principal

1050 Marina Village Prkwy
Suite 103
Alameda, CA 94501
Phone: 888-655-1035
Phone: 510-337-1058
Fax: 510-337-1082
Cell: 510-337-1035
Contact Us

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Mission Statement

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

We specialize in tax deferred investments, including fixed and variable annuities as well as life insurance programs designed for retirement income and estate planning needs.

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice,  sound risk management, quality investment products, and personal, efficient service.