Your Trusted Partner for all Investment Issues . . .
Welcome . . . . . . to our website.
Our goal is to provide you with a basic understanding of some subjects we specialize in.
We are dedicated to developing long lasting relationships with our clients and helping you to achieve your short, medium and long term financial and retirement goals.
We offer investment and insurance products and services to the individual, businesses and senior marketplace.
After 30+ years of experience in the financial services industry we are confident that we can assist you in your financial endeavors. One of the benefits of working with us is our ability to provide clear, easily understood explanations of investments and insurance products. The personalized program that we can provide is a roadmap towards a more secure financial future.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We help you execute a sound financial program utilizing the following products and services:
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Investments in Mutual Funds & Annuities
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Retirement Strategies
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Estate conservation
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College Savings Plans
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Tax Analysis
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Life Insurance (all types)
CA License 0A96213
Securities and investment advisory services offered through GWN Securities, Inc., a Registered Broker/Dealer and Investment Advisor. Member FINRA & SIPC, www.finra.org www.sipc.org 11440 N. Jog Road, Palm Beach Gardens, FL., 33418, (561) 472-2700
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up. Individualized responses to consumers in a particular state by broker/dealer, investment adivsor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. E.J. Reppen & Associates and GWN Securities, Inc. are non-affiliated companies.
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