FINANCIAL
SERVICES - INVESTMENTS
A
Client-Centered
Our
mission is to work together with you to help you achieve your financial goals.
We will use our extensive resources to offer sound research and financial
advice. We take pride in our standard of ethics and high level of service. At no
time do we forget whose money and whose future is in our hands. Your trust and
confidence are our guides.
A Team
Approach
We offer portfolio
management and financial services with a team of investment professionals with
complementary skills and experiences. We will devote the energies, strengths and
resources of our entire group to help enhance your financial
success.
Objectivity and
We believe that
investment advice should be unbiased and independent. Although we are associated
with one of the largest investment brokerage firms in the country, we are under
no obligation to recommend one product or service over another. This
independence gives us the freedom to explore a wide array of investments that we
believe are most appropriate for your situation. The advice you receive is
designed to be in your best interest. Our only obligation is to
you.
Advisors
for Life
We seek
to provide superior returns with measured risk. Give us a call or send us an
e-mail for a no-cost or obligation appointment.
David
T. Geske, AAMS CA Insurance Lic
# 0D59469
John
Carlson, AAMS CA Insurance Lic
# 0D53730
Financial
Advisors
Wachovia Securities Financial Network, LLC
Tel
949.567.9945
Fax 949.757.0152
dgeske@wachoviafinet.com