“Complimentary Portfolio Review”

EXPERIENCE. Matthew DiGiacomo and Michael Critchfield have been full service Financial Advisors in Yuba City since 2004 and have operated their own fully independent financial firm since 2011.

EXPERTISE. Our office provides full service financial planning advice and tools to serious, individual investors.  Our services include Retirement Planning, College Planning, and Wealth Transfer, as well as traditional brokerage services such as stocks and bonds.  Our typical clients include families wanting to plan for retirement and high net worth individuals seeking professional wealth management.

”We strive to understand your CORE financial goals!”