PACIFIC BROKERS

...an Employer Services Organization...

Employee Benefit Packages
Payroll and Human Resource Information Systems
Human Resource Support Services
Wealth Management
Retirement Income Planning

 

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Services for individuals include the management of assets accumulated for retirement; in the investment of roll-overs from retirement plans, and in appropriate asset allocation and management of inheritances.

Our Tools

Investment Securities

  • Domestic and International Mutual Funds
  • U. S. Treasury Securities
  • Municipal and Corporate Bonds
  • All U. S. Listed Stocks

Our Services

  • Qualified Plans
    • 401k plans
    • Individual Retirement Accounts (IRAs)
    • Roth IRAs
    • Simplified Employee Pensions (SEPs)
    • 529 College Savings Plans
  • Bond Portfolio Laddering: utilizing the 20+ years of expertise of our bond
    specialist, laddered portfolios of municipal (non-taxable) and / or
    government and corporate issues can be built for you.

Personal Financial Planning Links


Contact Information

If you have an interest in our services, please contact us at the address, phone numbers or e-mail links below.

If you would like to give us some comments about our web site, or have questions about our company, products or services, click here.

Telephone
800-672-2434 or 925-551-7600
FAX
925-551-5232
Address
2010 Crow Canyon Place, Suite 100, San Ramon, CA 94583
Electronic mail
General Information and Sales: greg@pacbrokers.com
General Information and Sales of Securities: galbin@aicrep.com
Webmaster: michael@pacbrokers.com
 
License Information and Important Disclosures

All California based insurance transactions are conducted under California Insurance License Number 0479535.  License numbers for other states are available upon request.

Securities and advisory services offered through American Investors Company, member FINRA/SIPC and Registered Investment Adviser, 2682 Bishop Drive, Suite 123, San Ramon, CA 94583, (925) 866-2882.

American Investors Company and Gregory J. Albin are licensed in California, Nevada and Massachusetts and may only transact business in those state(s). If you do not reside in these states, we will not attempt to transact securities for your account or provide you with personalized investment advice unless and until we are licensed in your state.  For a copy of American Investors Company’s business continuity plan, go to www.americaninvestorsco.com

For email communication on securities related matters, contact Greg Albin at galbin@aicrep.com.

Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus or appropriate offering materials. 

Gregory J. Albin dba Pacific Brokers may simultaneously offer other products and services to customers including, but not limited to, non-securities-related insurance products that are offered individually, or through other various entities, that are not affiliated with, or in any way supervised by American Investors Company, and as such, should not be construed as any part of the securities and advisory services provided by him through American Investors Company.  (Rev. 04/11)


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Last modified: 10/17/2011