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About Alex Ayala

A Simple Strategy:

1. Protect your income until retirement
2. Systematically accumulate assets
3. Protect your lifetime income during retirement

Three Commitments to Our Clients:

1. A simple plan you can believe in
2. Competitive products you can understand
3. Someone you can trust for the long haul

A cup of coffee, and a second opinion.

By appointment, you're welcome to come in and sit with us for a while. We'll ask you to outline your financial goals - what your portfolio is intended to do for you. Then we'll review your portfolio for and with you. If we think your strategies continue to be well-suited to your long-term goals - in spite of the current market turmoil - we'll gladly tell you so, and send you on your way.

If, on the other hand, we think some of your strategies no longer fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives.

Either way, the coffee is on us
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Featured Reviews About Alex Ayala

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Reviews about Alex Ayala

Your Friend

Alex definitely has his heart in the right place and practices his profession with a "client first" mentality. Hats off to him for finding a financial services business that will allow him to serve his clients better."

Alex's Reply

 

Your Friend

Alex is a fantastic person as he is 100% committed to helping his clients do the right thing! I recommend him to anyone looking for a professional, enthusiastic and caring financial advisor."

Alex's Reply

 

Your Friend

Alex is determined and enthusiastic about helping families and business associates achieve their goals."

Alex's Reply

 

Your Friend

Great professional who puts his clients interests first! Highly recommended professional!"

Alex's Reply

 

Your Friend

Alex does what is right all the time. He puts clients first. A true professional."

Alex's Reply

 

Your Friend

awesome guy, very dedicated!"

Alex's Reply

 

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