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How may we serve you?

For years, we’ve enjoyed helping our friends and neighbors here in Lodi plan for their financial futures. And we welcome the opportunity to hear how we can fulfill your family or business financial planning needs, too. We offer our own expertise and experience backed by the vast resources of one of the leading independent financial firms in America – Raymond James.

You may call us directly, or simply fill out the contact form below and we’ll be in touch with you shortly.

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215 West Oak Street, Suite 1 // Lodi, CA 95240 // T: 209.333.4500 // F: 209.333.4505 // TF: 877.333.4507 // Map and Directions