Broker Check

680 Rio Lindo Avenue
Suite 60
Chico, CA 95926

Pillsbury Associates

 

Products & Services

We provide assistance in the following areas:

Investments

  • Stocks/Bonds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Portfolio Management and Design
  • Third Party Money Managers
  • Fee Based Management
  • Mutual Funds
  • Unit Investment Trusts (UITs)
  • Principal Protected Notes
  • Real Estate Investment Trust (REITs)
  • Alternative Investments
  • 1031 Real Estate Tenants in Common

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Individual and Group Insurance
  • Variable Annuities
  • Indexed/Fixed Annuities

Retirement Planning

  • Income Distribution Planning
  • IRA/Roth IRA's
  • SEP/Simple IRA
  • 403B/401K Management
  • Pension Maximization
  • Buy Out/Separation Analysis

Advanced Planning

  • Buy/Sell Agreements
  • Cross Purchase Plans
  • Trust Services