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FINANCIAL ADVISOR

BANKING

LAW

DRUMMOND & ASSOCIATES | VALLEY WEALTH STRATEGIES Drummond & Associates was founded in 1989 with the vision of assisting individuals, families, and organizations in achieving their goals—both financial and personal—based on the KISS (Keep It Short & Simple) principle. Founder, Darrell J. Drummond, and his experienced staff form a cohesive, seamless team that strives to make their client’s dreams a reality.    “As your Wealth Managers, we will do everything in our power to keep you focused on where you want to go,” says Business Manager Renee Hall. “We provide thoughtful strategies on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.” From marriage, children and career changes, 404 W. Pine St. #6 Lodi to education, divorce, and estate and retirement planning, the company specializes in (209) 366-1264, Ddrummond.net guiding through life changing events—while building a foundation of knowledge that aids in the success of future plans. “We see our clients, often lifelong and multi-generational, become empowered enough to be engaged in their retirement planning, goal planning, and estate planning,” Renee adds.    By providing high quality service, the company has strived for excellence in both their community and industry, and recently created an RIA (Registered Investment Advisor) company, Valley Wealth Strategies. Valley Wealth Strategies facilitates brokerage investments through TD Ameritrade and others, to further serve their clientele.    Drummond & Associates find it especially important to be involved in the community, making both monetary and voluntary contributions to local charities—including Lodi Community Foundation, Lodi Public Library Foundation, Tree Lodi, Women’s Center of San Joaquin, The Food Bank, 180 Teen Center, and Hospice of San Joaquin—for the past 20 years. AWARDS: Darrell J. Drummond, Lodi Chamber of Commerce, Lawrence T. Harkins 2014 Citizen of the Year. Sacramento Region Community Foundation, Bridge Builder, 2013, 2014, 2015. Boy’s and Girl’s Club Lodi Community Hall of Fame. Advisory services provided by Valley Wealth Strategies, a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC. Drummond & Associates, Valley Wealth Strategies and NPC are independent and unrelated companies. Please consult with your representative to confirm on which company’s behalf services are being provided.

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SAN JOAQUIN MAGAZINE NOVEMBER 2016

San Joaquin Magazine November 2016  

San Joaquin Magazine, November 2016, Thanksgiving, Lodi, Manteca, Stockton, Lodi, Tracy, Sierra, Christmas Cheer Along The Rail Lines, Sleep...

San Joaquin Magazine November 2016  

San Joaquin Magazine, November 2016, Thanksgiving, Lodi, Manteca, Stockton, Lodi, Tracy, Sierra, Christmas Cheer Along The Rail Lines, Sleep...