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Getting Started

Our mission is to honor our clients by addressing their unique financial needs
and provide our utmost attention, complete commitment and professional insight.

Decades of Experience

Our branch manager, Norm Cone, entered the financial services industry over two decades ago and Anne Crabbe joined the team to grow our experience even more. Both advisors help clients articulate, plan for, and pursue their goals by passing their knowledge onto clients and their families. In an industry that is constantly changing, we continue to expand our knowledge and formal training and are passionate about further education.

Community Involvement

Our office is located in Paso Robles and northern San Luis Obispo County holds a special place in our hearts. All of our professionals volunteer throughout the community and in addition to working hard for our clients, we work hard for the area in which we live and grow through outreach, volunteering, and more. Our favorite way to give back is through youth activities and we enjoy supporting the children and grandchildren of our clients.

A Caring Team

At the end of the day, what really matters is how much your advisor cares. We take the time to get to know your unique story and in the process, we craft tailored strategies to pursue your goals. Our door is always open and our advisors are here to listen to you, educate you, and work together toward your dreams.

Independence

At our firm, we sit on the same side of the table as our clients and serve as allies in developing a secure financial future for them. Everyone can benefit from a strong ally on their side and we enjoy fulfilling this role for you and your family. More than financial advisors, we are sources of support, guidance, and care. Our independence provides a number of benefits, including increased technology, customized strategies, and comprehensive management.

We believe in building strategies and implementing solutions that can help take you from where you are today to where you want to be tomorrow. We don’t rely on cookie-cutter portfolios or industry molds. We think outside of the box and work for you and your family. Contact us today to learn more.

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