Welcome to Smith Gatschet & Kobrin Financial Group

Smith, Gatschet and Kobrin Financial Group is a full service investment planning firm based in Stockton, California. Our mission is to create and maintain wealth for our clients through long term effective wealth management. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. Effective money management involves two important components: managing your investments and preserving your wealth. We assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process of these goals. We offer the following comprehensive services:

  • Portfolio Analysis
  • Asset Allocation and Risk Management Design
  • Investment Management
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • College funding strategies
  • Educational Seminars

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time consuming than ever before. They acknowledge that working with experienced investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

For more information on our firm, we invite you to explore our web-site, to call us toll free 888.474.1602 or email us. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you.

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Contact Us

Smith Gatschet & Kobrin Financial Group
4750 Quail Lakes Drive, Suite B
Stockton, CA95207
Phone: 209-474-1602
Fax: 209-474-8760
Toll Free: 888.474.1602
Email:
Charles.smith@natplan.com


All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker/Dealer, agent or Investment Advisor representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker/Dealer, agent or Investment Advisor representative registration requirements, or an applicable exemption or exclusion. Smith, Gatschet & Kobrin and NPC are seperate and unrelated companies. Some estate planning services may be offered through a third party. NPC does not provide tax or legal advice.

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