Ger Investment Services

Plan B Investments, located in Carmel Valley, CA, specializes in comprehensive financial planning services tailored to the needs of individuals and families. With a fiduciary commitment since 2004, they prioritize understanding their clients' unique goals and values, ensuring that every financial strategy is crafted with care and integrity. The firm offers a range of services including retirement and estate planning, life insurance, and identity theft protection, emphasizing a partnership approach that provides ongoing support and thoughtful advice. By focusing on client-centered solutions, Plan B Investments aims to help clients navigate life's financial decisions with clarity and confidence. Generated from the website

Pacific Investment Advisory is a trusted financial firm based in La Canada Flintridge, CA, dedicated to providing a secure haven for investments. With a focus on business ethics and a commitment to going beyond the standard, they offer a range of services to help clients navigate the complexities of the financial world. Led by President James A. Phillips and supported by Operations Manager Peggy Touchstone, Pacific Investment Advisory prides itself on its smaller size, allowing for personalized attention and a client-centered approach. Their code of ethics ensures that clients can find an honest advisor, while their expertise in stocks and understanding of volatility's impact on returns helps clients manage downside risk effectively.Generated from the website