Karen and I have been in the financial service business since 1999. As we have grown our firm our clientele includes family and individual clients with our complete dedicated service on their individual need basis. We take time to understand your current situation and what you're working toward. Combining this relationship with the support of Woodbury Financial enables us to identify additional strategies to address your unique planning needs whether it is for today or in the future.
We service corporate retirement 401(k) plans for our business owners. When it comes to retirement plans some companies may find themselves being ignored by their advisor, leaving them with a lack of service and we take pride in not only helping business owners manage their fiduciary responsibilities, but also striving to make sure their employees have an opportunity to become “retirement ready”.
We also work closely with the CHP and other law enforcement agencies within the State of California, along with numerous Unified School Districts in the Southern California Region. Anthony is a veteran from the U.S Navy Reserve.
We look forward to having a client relationship with you in the future.
Anthony and Karen Macias