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Our Locations

CENTRAL CA OFFICE: 420 Bullard Ave. Suite 103, Clovis, CA 93612

 

SOUTHERN CA OFFICE: 301 Science Dr., Suite 110, Moorpark, CA 93021

Concierge Wealth Management Services

info@cwms.biz

Karin's Office: 420 Bullard Ave., Suite 103, Clovis, CA 93612

559.297.9308

Karl's Office: 301 Science Dr., Suite 110, Moorpark, CA 93021

805.908.0290

Securities offered through Cetera Wealth Services, LLC, (doing insurance business in CA as CFGAN Insurance Agency LLC),  member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Financial Professionals of Cetera Wealth
Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they
are properly registered. Not all of the products and services referenced on this site may be available in
every state and through every advisor listed. For additional information please contact the advisor(s)
listed on the site, or visit the Cetera Wealth Services, LLC site at

​https://cetera.com/cetera-wealth-services/disclosures
www.sipc.org

www.finra.org


Check the background of this firm on FINRA's FINRA's BrokerCheck.


Check the background of this investment professional on FINRA's BrokerCheck.
 

Important Information and Form CRS -

https://cetera.com/cetera-wealth-services/disclosures

Online Privacy Policy -

https://cetera.com/privacy-policy

Business Continuity Plan -

https://cetera.com/cetera-wealth-services/disclosures

Cetera Wealth Services, LLC exclusively provides investment products and services through its
representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or
legal services, Cetera representatives may offer these services through their independent outside
business. This information is not intended as tax or legal advice.
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the
websites provided here, you are leaving this website. We make no representation as to the completeness
or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect
technical or system issues or any consequences arising out of your access to or your use of third-party
technologies, websites, information and programs made available through this website. When you
access one of these websites, you are leaving our website and assume total responsibility and risk for
your use of the websites you are linking to.
Information is made available to you as a self-help tool for your independent use and is not intended to
provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy
in regard to your individual circumstances. All examples are hypothetical and are for illustrative
purposes. We encourage you to seek personalized advice from qualified professionals regarding all
personal finance issues.

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