Vitucci & Associates

Description

• We have been serving investors in the Greater Bay Area for more than 20 years, providing our clients a vast array of financial services.We retain an exceptionally knowledgeable and reliable staff working in conjunction with financial advisors to provide seamless, personalized service for you. We focus on individual and company portfolio management, with an emphasis on retirement planning. Investments are managed utilizing an active asset allocation* approach continually redeploying your portfolio based on your risk tolerance and changing market conditions. In the world of finance, Vitucci & Associates believe that a single approach cannot serve everyone.Our team of knowledgeable independent financial advisors are available to meet with you in any of our sixteen Bay Area office locations, which include the Walnut Creek headquarters, Sonoma, Santa Rosa, Fairfield, Sacramento, San Francisco, Marin, San Mateo, San Jose, Cupertino, and Monterey (Seaside), as well as your home or office.Our financial management process begins with a complimentary, no obligation conference and in-depth evaluation to determine your current financial situation, overall goals, and objectives. Our goal is to take the mystery out of investing, managing risks, preparing for retirement and childrens college education funding. By helping you acquire the information needed for pursuing your financial goals and objectives, we strive to maintain long and trusting relationships.- Securities and advisory services offered through National Planning Corporation (NPC), NPC of America in Fl & NY, member FINRA (www.finra.org) /SIPC (www.sipc.org), a Registered Investment Adviser. Vitucci & Associates and NPC are separate and unrelated companies- Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice.- NPC Privacy Policy (https://www.natplan.com/public/forms/npc_madv6130a.pdf)
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  Headquarters:877 Ygnacio Valley Road Suite 220, Walnut Creek, California, United States

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  Phone Number: +1 925-472-8300

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  Website: https://www.dontinvestandforget.com

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  Employees:15

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  Revenue:$1 - 10M

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  Legal Name:Vitucci & Associates

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• |  NAICS Code: 523930  |

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