Rick received his training from Ed Slott, http://www.irahelp.com. Rick Loek is an IRA Technical Analyst, and has Achieved Master Elite IRA Advisor status with Ed Slott. Taking great pride in working with people to ensure their IRAs are properly setup, employing wealth strategies to ensure growth and minimize the impact of taxation as money passes to heirs.
We have the ability to work with clients across the country and we are located in the San Francisco Bay Area.
No specific individual advice, be it legal, tax or investment is given here. As always, consult with your current professional tax or legal advisor. This web site is to be used solely for educational purposes. As an Investment Advisor Representative – we DO offer advice on a case-by-case basis and we are fee based.
Enjoy our site and call us with any questions, Toll Free 866-589-9366.
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.
Any principal protection or guarantees are subject to the claims paying ability of the provider.
California Insurance License Number 0F34289
Our primary office is located in the Pruneyard Towers:
1999 S. Bascom Ave, #700
Campbell, CA 95008
Our mailing address is located in Downtown San Jose:
123 E. San Carlos Street, #221
San Jose, CA 95112
http://www.calrima.com – complete with articles and calculators
http://www.irajedi.com – Retirement Account information