Planning for retirement can be overwhelming. Wouldn't you rather work with the same person who knows you than talking to someone at a call center?
Please give me a call at 530-564-4236 and I’ll explain retirement methods I’ve been using since 1994.
Jim Belenis , AIF®, offers securities and advisory services through KMS Financial Services, Inc. KMS is an independently operated wholly owned subsidary of Ladenburg Thalmann Financial Services Inc., and is a broker-dealer and SEC registered Investment Advisory Firm. We provide comprehensive financial advice and portfolio management through a personalized, insightful approach with a focus on developing strategies for those who are pre-retired or currently retired.
We emphasize developing and working through long-term relationships with our clients to help them attain their personal financial objectives.
Our breadth of financial knowledge and more than 20 years of practical
experience allows us to identify client needs and create individualized plans to meet those needs. You will not find a cookie cutter, one-size-fits-all investment program here.
We are centrally located in Davis, California and serve people from all walks and stages of life in the Sacramento Valley and beyond. Let us help you navigate your financial future today.
Copyright © 2013, KMS Financial Services Inc., 530-564-4236, firstname.lastname@example.org
508 2nd Street, Suite 211, Davis, California, 95616
Securities and Advisory Services offered through KMS Financial Services, Inc.
* Due to various international, federal and state investment regulations and registration requirements concerning the dissemination of information on investments and advisory services, access to this site is limited to those individuals residing in states where we are licensed. Jim Belenis is a Registered Investment Advisor and Representative of KMS Financial Services, Inc., a SEC Registered Investment Advisor and FINRA member securities licensed in all 50 states. Securities offerings and investment advisory services are limited to individuals residing in states in which both KMS and the representative are licensed. Member SIPC.