Douglas, Athans & Associates Wealth Management Group
Financial Services - San Luis Obispo, California, United States
Douglas, Athans & Associates Wealth Management Group Employees
Douglas, Athans & Associates Wealth Management Group Details
Douglas, Athans, and Associates is a privately owned, independent financial planning firm that focuses on providing the highest level of service to our clients! Our group of fully registered and credentialed financial planners has extensive experience providing personal financial planning to individuals who are accumulating or protecting wealth, or transferring their wealth to the next generation. In addition, our business consulting department focuses solely on the needs of small-to-medium sized businesses of all types and the business owners.Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of: AK, AZ, CA, CO, CT, FL, HI, LA, MA, MN, ND, NM, NV, NY, OH, OK, OR, SC, SD, UT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Jay Douglas (CA Insurance Lic# 0C78522) is a Registered Representative and an Investment Adviser Representative with/and offers Securities and Advisory Services through Commonwealth Financial Network, Member FINRA.org/SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are offered through Douglas, Athans, and Associates Wealth Management Group 778 Osos Street, Suite B, San Luis Obispo, CA 93401. 805-543-2365. Please review our Terms of Use here: www.commonwealth.com/term © Copyright 2009 - 2014
