Non-deposit products are not FDIC insured, are not deposits, and may lose value.
Oak Valley Investments offers a wide variety of securities and investment options through our affiliation with Cetera Investment Services. Our investment representatives are here to assist individual investors like you in reaching their financial goals.
For capital appreciation or competitive yields, liquidity and relative safety, mutual funds provide diversification with the added benefit of professional management.
We assist individual investors reach financial goals for portfolio or income growth, considering your lifestage and lifestyle plans.
Let us help you develop the right college savings plan: 529 college savings plan, education savings account, or custodial investment account.
Our team of qualified investment representatives helps you choose from a broad range of retirement plan products.
Discover how a fixed or variable annuity can help with tax control to build retirement savings or plan for your inheritors.
Preserve your assets with our life, long-term care, and disability insurance products that are competitive with any traditional insurance company offering.
Check the background of this investment professional on FINRA’s BrokerCheck
Located at: 125 N. Third Avenue, Oakdale, CA 95361, 866.844.7500
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), 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. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: * Not FDIC insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.
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This site is published for residents of the United States only. Registered Representatives of Cetera Investment 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, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com
