Our Calendar

GERRY'S NORMAL OFFICE HOURS ARE   MONDAY - THURSDAY  9AM - 5PM

OTHER HOURS MAY BE AVAILABLE BY SPECIAL APPOINTMENT ONLY!

OFFICE STAFF ARE USUALLY HERE MONDAY - FRIDAY.

January 1st Happy New Year! Start your year off by knowing your 'Ideal Financial Future" is on track. Give us a call for your review.

January 18th  Martin Luther King , Jr's Birthday(observed)

office closed.

January 26th Lunch & Learn

February 14th HAPPY Valentine's Day !

February 15th  President's Day (observed) office closed.

February 24th Lunch & Learn

March 14th   Daylight Savings Move your clocks FORWARD

March 17th - Happy St. Patrick's Day! Top of the Morning to you!

Watch out for the "LiL" People.

March 24th Board meeting

March 29th  Passover begins at sundown

March 30th  Passover

April 1st  April Fools Day - Life has a way of lot's of surprise's Don't be fooled! Plan & Review your Finances every year.

April 2nd Good Friday

April 4th HAPPY EASTER ! Don't let Bugs (bunny) bite

April 27th Lunch & Learn

May 1st   Labor Day

May 9 th Happy Mothers Day!! Where would man be today without a Mother?


May 23rd Happy Birthday! To my darling wife Peggy.

TBA  Last Day of School - Pondo- Graduation. Congratulations !!

May 26th Lunch & Learn

May 31st Memorial Day - IN MEMORY TO ALL THE BRAVE MEN & WOMEN WHO HAVE GIVEN EVERYTHING FOR THE BENEFIT OF MANY. THANKS !!! - Office Closed.

June 2nd- 9th  We are Out of Town for a Compliance Meeting. The office is closed. Sorry.

June 20st Happy Fathers Day!  GO DAAAD!

June 30th  Lunch & Learn

July 4th HAPPY BIRTHDAY AMERICA !!!!.

July 12th - 16th Gerry's out of office.

Jul 27th  Lunch & Learn

Aug 1-8 Gerry's ut of the office

Aug 31  Lunch & Learn

Sept. 6th Labor Day - Office Closed.

Sept. 29th  Lunch & Learn -    

 Oct. 11th Columbus Day Observed- Office Closed.

Oct. 31st   Happy Halloween - Be Safe & have Fun !

Time to start thinking of year end Tax Planning.

Nov. 1st  Daylight Saving Time Ends -  Turn your clocks BACK

Nov. 2nd Please get out & VOTE for your favorite person or issue!!

Nov. 11th  "Veterans Day"

May you find a quiet moment this Veteran's Day to reflect on our many blessings... freedom, family, friendship, liberty and love.

Please remember those that paid the ultimate price for our Freedom. 

Nov. 22nd -28th- Thanksgiving - Office Closed
I am very Thankful for all those that have blessed my family's life, and have trusted us with their financial needs over the past 34 years. THANK YOU!!!

Dec. 5th  HAPPY ANNIVERSARY PEG & THANK YOU FOR  39 WONDERFUL YEARS !

Dec. 7th  Pearl Harbor Day.   A day that will, and has lived in our memories forever.
 

Dec 7th  Daylight svings Time Ends - (Move those clocks Back)

Dec. 18th - 31st Office closed. HAPPY HOLIDAYS TO ALL - THANKS FOR ANOTHER GREAT YEAR !!  May you and your family have a Happy Holiday and may you be Blessed in the Coming Year.   If you need to do a trade immediately please call Securities America, Inc. at 800-747-6111.
 

If it has been a year or longer since you have been in to review your financial goals & portfolios, call 530-677-6211 for you annual check up now! Just like a doctor, only through an annual physical can he find out about any changes that may have occurred.We know that the market changes,your tolerance to risk may change, your goals may change,etc. Let us help you identify any financial needs that may have changed as well. Let's try to catch the small things that might make a big difference in the end. 

 

Aug 27th  Topic: Imagine your life without Limits - Retirement Preparation Workshop.

Although everyone that attends will get a lot out of this workshop, those that will benefit the most are those that are 5-6 years prior to retirement through those whom have retired in the past 18-24 months. We will discuss 4 areas of preparation: Physical,Mental Spiritual, and Financial. Call our office to find out the closest location to you. 530.677.6211