Schedule a Meeting

In order for you to feel comfortable regarding the possibility of doing business, we first need to get acquainted.  This gives us a chance to describe our experience, services and results with you, and it also gives you a chance to tell us what you are looking for in a financial services firm.  We can also provide a list of references to you at your request.   We find that this provides an excellent beginning point from which to build. 

To schedule a meeting with Gene Williams, Jr. or Gena Mickschl, please call (916) 780-5296 or Toll Free at (800) 748-6343.

To schedule a meeting with Michael Bertolucci, please call (323) 592-3200.