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The Financial Consultants of Steve Garrett and Associates, Inc. are Registered Representatives of and securities and financial services are offered through LPL Financial, a registered investment advisor and registered broker-dealer, and a Member FINRA/SIPC

In this regard, this communication is strictly intended for individuals residing in the United States.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, IL, NV, OR, TX, UT, WA.

No offers may be made to or accepted from any resident outside of the United States.

Steve Garrett and Associates, Inc. are also separately registered as investment advisor representatives of Steve Garrett and Associates, Inc., a Registered Investment Advisor with the State of California, Commissioner of Corporations.

Part II of ADV
 

We are in the business of helping clients meet all their financial challenges.

We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

Our approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.

Among our financial offerings are:

  • Managed asset plans - for professional fee-based portfolio management through

    LPL Financial.



    • Investment portfolio analysis - to keep you informed of how your investments are

    performing, and to make adjustments as needed.

    Individual stocks - to provide you with added long-term growth potential.

    Strategic Asset Management (SAM) - providing you with fee-based asset

    management through LPL Financial, a Registered Investment Adviser. Access to over

    3,500 mutual funds, as well as individual stocks and bonds.

    Municipal bonds - to help protect your hard-earned money from taxes.



If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site.

I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.


Our Mission Statement

We are a learning organization with a commitment to personal development. It is our goal to achieve a high level of personal knowledge and skills. In addition, we endeavor to provide our clients and community with an ever-increasing level of understanding of the economy and investments.

We endeavor to enjoy what we do. We will build and strengthen our firm with people of character who share our philosophy, with our growth being a derivative of our client focus.



Securities Offered Through LPL Financial A Registered Investment Adviser.
Member FINRA/SIPC



Steve Garrett and Associates, Inc. - All Rights Reserved - © 2006