Beautiful waterfront coastline not far from the accredited investment fiduciaries of Genovese Burford & Brothers.
 

Service Provider Matching

 

It is our job to help you match the appropriate service providers with your needs. We conduct this process with only your company's interest in mind. Our thorough process may lead to the following benefits:

  • Reduction in administrative burden
  • Enhanced participant experience and higher participant satisfaction
  • Improved service for plans sponsors
  • Increased employee meetings
  • Access to more investment options
  • Decreased costs

Sometime just knowing the right questions to ask can lead to a stronger, more cost efficient retirement plan.

 

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Call Us at 916-924-7527

Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here