LINKER FINANCIAL GROUP, INC.
7575 North Cedar, #102, Fresno, CA 93720
Since 1999
Estate Strategy, Retirement, Insurance, Tax and Investment Planning, Investment Portfolio, Social Security, and Personal Savings, Variable Annuity, Stocks, Short-Term Objectives, Risk Tolerance & Protection Needs
They endeavor to help individuals and businesses build, protect, and preserve their wealth ● From helping individual investors and business owners, to retirees and more, their advisors specialize in integrating every area ● They draw on their heritage of excellence to provide world-class service and cutting-edge strategies ● Special insight and perspective to help business owners pursue their objectives and success
TBR® Inspection Report
DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS
7498 North Remington Avenue, #107, Fresno, CA 93711
Since 2014
Investment and Portfolio Management, Portfolio Diversification Strategy and Asset Allocation, Retirement Planning, Risk Tolerance, Stocks, Bonds, Open-End and Closed-End Mutual Funds, Disability Income Insurance, Money Purchasing Plans, Exchange Traded Funds, Unit Investment Trusts, Alternative & Traditional Investments
Specializes in unbiased comprehensive wealth management solutions to their clients ● Focuses on delivering customized solutions designed to address the individual needs ● Offers government securities, traditional IRA, brokerage accounts and variable annuity
TBR® Inspection Report
FORD FINANCIAL GROUP
5260 North Palm Avenue, Suite 221, Fresno, CA 93704
Since 1992
Education, Tax, Estate, Retirement, Income and Investment Planning, Asset Allocation, Investment Portfolio, Money and Risk Management, Wealth Preservation, Life & Long Term Care Insurance
Serves also in Carmel ● Their independent business model allows them to deliver the strength, experience and resources of a large financial firm with the level of personal attention and service only found in smaller boutique firms
TBR® Inspection Report