Globe & Anchor Wealth Management

Royal Alliance Associates, now known as Osaic Securities, provides a range of securities and investment advisory services through Osaic Wealth Inc., a registered broker-dealer and investment adviser, and a member of FINRA and SIPC. The firm operates alongside several co-broker dealers and advisory services, ensuring a diversified offering for its clients. As a part of its commitment to transparency, Royal Alliance Associates encourages clients to learn about the professional history of their financial professionals through FINRA's BrokerCheck. The information shared is intended as a courtesy, and users are advised that linking to external websites may result in leaving their primary site without any representation of accuracy or completeness of information found there. Generated from the website

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

David Shaffer Insurance Services is a highly reputable independent insurance agency based in Walnut Creek, CA, with over 37 years of experience in providing exceptional service to their clients. Their unique approach focuses on finding the right coverage for each individual, ensuring that nothing slips through the cracks and that clients' best interests are always prioritized. With a team of dedicated professionals, David Shaffer Insurance Services stands out in the industry for their thoroughness, responsiveness, and client-centered approach. Their attention to detail, extensive knowledge of insurance policies, and advocacy during the claims process set them apart, making them a top choice for individuals seeking unparalleled coverage options and outstanding client service.Generated from the website