24901 Dana Point Harbor Dr., Suite 200
Dana Point, CA 92629
Phone: (949) 363-8686
bart@optivestinc.com
Money Matters – Expect the best but plan for the anything
/ Sunday, 14 June 2015 / Published in
24901 Dana Point Harbor Dr., Suite 200
Dana Point, CA 92629
Phone: (949) 363-8686
bart@optivestinc.com
Bart A Zandbergen, CFP® is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.
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Securities offered through Gramercy Securities, Inc., 3949 Old Post Road, Charlestown, RI 02813, 1-800-333-7450