At Bank of the West, your money has values as well as value. We know money deposited in a bank has the power to finance positive change. So we are taking action to support activities that help protect the planet, improve people’s lives, and strengthen communities.
When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them.
My goal is to provide individuals, families and business owners with assistance in working towards their financial future. Putting together a strategy to help meet your financial objective doesn’t have to be a chore. I can help you take greater control of your financial future and develop personal and business strategies to help achieve your goals whatever they may be.
Whether you’re a business, an institutional investor, or an individual preparing for the future, we can help you reach your goals through our best in class retirement services, insurance solutions, and asset management services.
As your personal Farmers Insurance agent located in Manteca, I believe in keeping you informed of ways to protect what’s important to you. Whether you’re looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs.
We are a firm of Financial Advisors who believe good stewardship is a responsibility we must be accountable to. Our job is to organize, simplify, and multiply your financial position.