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We Believe in
Families, Businesses, and Communities.
Rosalynn Velles & Philip Velles Jr
6377 Clark Ave Suite 275, STE 275, Dublin, CA 94538
Are you looking for more
freedom and flexibility
in your career?
Or, are you looking to earn some
extra income part‐time?
Click below to watch our video
and learn more about
why we continue to
expand and grow!
Becoming financially educated is key to Protecting and Securing your Lifestyle.
Learn the principles of a sound
Helping with every aspect of
your financial life.
Schedule a one on one consultation to create your own
complimentary and comprehensive Financial Needs Analysis,
that serves as a road map for your financial future.
Together, we can help eliminate stress, provide clarity, and put you back on track for success!
Meet some of our Corporate Partners
Not all products and services are available in all states, territories, or the District of Columbia. A representatives ability to offer products from the companies listed is subject to state and federal licensing and certification requirements.
For additional details regarding contractual arrangements and company affiliations detailed above....Click Here
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