Broker Check

 Jerry Sheby, CFP®
 Kirk Sheby




5000 East Spring Street
Suite 340
Long Beach, California 90815

(562) 420-7800

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Wealth management
  • Investment management
  • Retirement strategies
  • Risk Management Assessment
  • Asset Allocation
  • Estate conservation
  • Insurance and annuity products
  • Gifting Strategies
  • Education Funding
  • Estate Planning

In order to keep you on track, not only to your strategy and beliefs, but to the current market conditions, our firm recommends and provides plan reviews. These reviews may be on a monthly, quarterly, semi annual, or annual basis depending on your needs. We believe this process allows for an effective method of plan modification for any changes which may effect your goals or objectives.