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TwinStar Financial Advisors will work with you to understand your financial goals and priorities, develop a long-term strategy, help build a diverse and complete investment portfolio, and help protect your family's future.
Call today to arrange a no-obligation financial consultation with a TwinStar Financial Advisors representative at 800.267.4363. We can meet with you at any branch convenient for you.
We are committed to helping clients create financial success through comprehensive planning and confidential, individualized solutions.
We work with you to understand your financial goals and priorities, develop a long-term strategy, help you build a diverse and complete investment portfolio, and help protect your family's future.
Our Products and Services
- Financial Planning and Wealth Management
- Stocks, Bonds, Mutual Funds, Fixed and Variable Annuities
- Life, Disability, and Long Term Care Insurance
- Retirement Plans and IRA's
Financial Advisors can be reached toll-free at 800.267.4363
Visit TwinStarFinancialAdvisors.com to learn more about our products, services, and team.
- Sherwin Wray, AIF, Financial Advisor Program Manager
- Loren Camp, CFP, CFA, Financial Advisor
- Nyren Compton, CRPC, Financial Advisor
- Brad Heath, Financial Advisor
- David Hoffert, Financial Advisor
- Teresa Georgi, Sales Assistant
Existing accounts can be accessed at www.iconnect2invest.com.
Securities and insurance products are offered through Cetera Investment Services LLC (doing business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: * Not FDIC or NCUSIF insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.
Check the background of our investment professionals on FINRA’s BrokerCheck: brokercheck.finra.org
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.