DJR Financial Services - Investments and Retirement *

We look forward to working with you! By better understand your unique goals, needs and objectives, we can customize solutions to help you. We believe that confident financial decisions come from sound financial advice.

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Call 805 527-2430 today for a complimentary consultation

or use the contact form above.

Due to the current Health Crisis, our office hours are temporarily reduced.

Live receptionist Monday through Friday 9:00 AM to 3:00 PM PST.

*Securities and investment advisory services offered through SagePoint Financial, Inc. member FINRA/SIPC and a registered investment advisor. Estate Planning Services offered through Citadel Law Offices Tax Preparation services offered through Skidmore Markell and Company. These entities, including DJR Financial Services, Inc. are not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, NC, NV, OK, OR, TX and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
The information offered is for informative purposes only. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise.

Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information.

California Life Insurance License 0D71418

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