Broker Check
  • 950 Tharp Road, Bldg 100, Suite 101 - Yuba City, CA 95993
  • 530-674-1150

Investment, Retirement & Financial Options

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  To meet your goals here are some of the options we provide.

  • Advisory Managed Brokerage Accounts
  • Traditional Brokerage Accounts
  • Stocks, Bonds, Mutual Funds, & CDs
  • Retirement Plans: 401k, 403b, SEP IRA, Simple IRA, Traditional IRA, Roth IRA
  • College Savings Plans
  • Life, Disability, & Long Term Care Insurance
  • Variable & Fixed Annuities
  • Multi-Generational Estate & Financial Planning
  • Debt Management

*These services offered by David Shaw  and Susan Growney through their affiliation with Avantax.