Oak Valley Investments

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.

A woman smiling at her desk holding some papers

Mutual Funds

For capital appreciation or competitive yields, liquidity and relative safety, mutual funds provide diversification with the added benefit of professional management.

LEARN MORE

Stocks & Bonds

We assist individual investors reach financial goals for portfolio or income growth, considering your lifestage and lifestyle plans.

LEARN MORE

A man tracking the stock market on his computer

A young girl placing coins into a piggy bank

College Savings Plans

Let us help you develop the right college savings plan: 529 college savings plan, education savings account, or custodial investment account.

LEARN MORE

Retirement Planning

Our team of qualified investment representatives helps you choose from a broad range of retirement plan products.

LEARN MORE

Annuities

Discover how a fixed or variable annuity can help with tax control to build retirement savings or plan for your inheritors.

LEARN MORE

An older couple talking to an advisor about annuities

Life Insurance

Preserve your assets with our life, long-term care, and disability insurance products that are competitive with any traditional insurance company offering.

LEARN MORE

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.

Click here to view Cetera Investment Services Important Information and Form CRS, Privacy Policy, and Business Continuity.

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

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. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. 125 N. Third Avenue, Oakdale, CA 95361

View Cetera Investment Services Privacy Policy, Important Information, and Business Continuity.

Investment Representatives 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 in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice.