6020 Commerce BlvdSuite 121 Rohnert Park, California 94928 USA

Crumbley Financial Services

6020 Commerce BlvdSuite 121 Rohnert Park, California 94928 USA

About

Richard E Duarte, AAMS, GEPC, LPL Registered Principal • Securities Offered Through LPL Financial • Investment Management & Retirement Planning

Richard E Duarte, AAMS, GEPC, LPL Registered Principal • Securities Offered Through LPL Financial • Investment Management & Retirement Planning

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. My products and services include:
• Retirement planning - to design an investment strategy to help you meet all of your retirement goals
• Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
• Mutual funds - for diversification and professional management
• Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
• Variable and fixed annuities - for tax-deferred growth potential
• Life insurance - providing financial protection for your loved ones

If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or email. I can help you make sense of today's investment climate.

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Gay & Lesbian (LGBTQ) Friendly Financial & Investment Services

Features

Mutual Funds
Common & Preferred Stock
Exchange Traded Funds (ETFs)
Corporate Bonds
Municipal Bonds
Government Bonds
Treasury Notes & Bills
Fixed & Variable Annuities
Alternatives (non-traded REITs)
Certificates of Deposit
Fee-Based Advisory Accounts
Brokerage Accounts
Traditional & Roth IRAs
SEP & Simple IRAs
401(k) & 403(b) Plans
Profit Sharing & Money Purchase Pension Plans
College Savings 529 Plans
Retirement Income Plans
Wealth Accumulation Plans
Wealth Preservation Plans
Estate Plans
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

Hours

Closed today
Sunday: Closed
Monday: 8:00 am - 4:00 pm
Tuesday: 8:00 am - 4:00 pm
Wednesday: 8:00 am - 4:00 pm
Thursday: 8:00 am - 4:00 pm
Friday: 8:00 am - 2:00 pm
Saturday: Closed

Location

6020 Commerce BlvdSuite 121 Rohnert Park, California 94928 USA
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