Broker Check

1650 Sierra Avenue
Suite 101
Yuba City, CA 95993

BEHR & ASSOCIATES

(530) 671-9505

 

Our Services

INVESTMENTS

  • Fee-based asset management services
  • Mutual Funds

RETIREMENT PLANNING

  • IRAs
  • 401(k) plans
  • SEPs
  • Simple Plans
  • Pension/Profit sharing plans

ESTATE PLANNING

  • Business ownership succession planning
  • Charitable remainder trusts
  • Insurance needs analysis

EDUCATION PLANNING

  • 529 plans
  • Coverdell education IRAs

INSURANCE

  • Insurance audit
  • Fixed and variable life insurance
  • Long term care insurance
  • Fixed and variable

TAX & ACCOUNTING

  • Personal
  • Business
  • Estates & trusts
  • Business advisory services
  • IRS and state tax resolutions