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More Than What You Expect – Always What You Need

Creating the Income, Growth and Safety You Desire

Why Choose Us

Jerry’s unique qualifications as a financial advisor give you a unique advantage for financial success. Not only does he have more than 25 years experience as a professional, fully licensed financial advisor but he is also licensed to sell annuities and life insurance.

Many investment professionals seek Jerry out for investment advice.

Now you can too.

Jerry’s philosophy is simple yet powerful and he calls it an Investment Philosophy You Can Bank On:

Your Needs Come First!

As your personal Financial Advisor, my primary service is to meet your needs through professional money management. I use stock and index investing for growth and income and create laddered bond fixed income portfolios.

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Gain Financial Insights from Jerry Slusiewicz

Jerry offers financial information and commentary in a recent video. See all the videos on his YouTube channel.

Call Jerry For Your FREE Consultation and Get 3 Wealth Strategies You Can Use Today!!

Our Services

As your personal financial advisor, our primary service is to meet your needs through professional money management. We use stock and index investing for growth and income, and create laddered bond fixed income portfolios.

We work with your CPA and attorney to identify your objectives and to create prudent strategies for your goal achievement. Benefit from retirement plan guidance along with annuity and life insurance solutions.

Learn more

Your Money Talks

Listen to Jerry’s daily financial radio talk show, Your Money Talks with Jerry Slusiewicz  — on Financial News & Talk AM 1450 in San Diego and AM 1510 in Orange County and the Inland Empire.

Tune in live Monday thru Friday 7:30 – 8 a.m. Pacific Time or listen to each broadcast archived on this site.

Jerry’s show can be heard globally on the internet at www.financialnewsandtalk.com  by clicking on the “Listen Now” tab on the left.

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Benjamin Franklin on the money

Achieve Dramatic Income Results Regardless Of Market Conditions!

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