LPL Top 15 Firm for the past 25 Years*
CalBay Investments, Inc. (CBI) is experienced in retirement and income planning providing you with clear financial strategies that seek to help you sustain the lifestyle you desire and the financial goals you define.
Our goal is to deliver honest and comprehensive services tailored to your personal needs through an experienced team, broad resources, independent research, technology and non-proprietary product offerings.
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LPL Research Midyear Outlook 2020 as presented by Jeremy Olen of our Portfolio Consulting Team.
* Barron's “America’s Top 1,200 Financial Advisors: State-by-State” list is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work
** The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
***Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently. Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.’