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Investments

Oak Valley Investments

Mutual Funds

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

Stocks & Bonds

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

College Funding Plans

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

Retirement Planning

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

Annuities

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

Life Insurance

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

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), 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 and other important information.

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.

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