Kevin Jaggie
Larry Wood

California Insurance Licenses
Kevin Jaggie 0B91616
Larry Wood  0A03548

Dear Valued Clients:   

We are pleased to announce that we have moved our practice to Wachovia Securities.  There are several reasons we decided to make this important change, and we would like to share with you how Wachovia Securities is different from other firms. 

As you may know, Wells Fargo & Company and Wachovia Corporation announced the completion of the merger on January 1, 2009, creating the new Wells Fargo & Company – a premier coast-to-coast financial services franchise. Wells Fargo has been one of the nation’s strongest banks since 1852 and has a legendary reputation for strength and stability.   

Wachovia Securities is one of the nation’s largest full service retail brokerage firms*, providing financial advisory, brokerage, asset management and other financial services through approximately 14,000 Financial Advisors nationwide.  Headquartered in St. Louis, Missouri, Wachovia Securities is a non bank affiliate of Wells Fargo & Company.

A key competitive distinction of Wachovia Securities is its ability to combine the capabilities of a large national firm with a culture more akin to that of the regional firms from which it evolved. Central to that culture is a strong dedication to supporting the relationship of the firm’s Financial Advisors with their clients. The firm’s goal is to carry forward its founders’ legacy of integrity, commitment and trust in serving clients.

Wachovia Securities enables us to offer you one of the broadest ranges of financial products and services available in the industry – including investment planning, asset management, equity research, portfolio strategy, wealth management, a varied assortment of mutual funds and annuities, and access to trust services, and investment banking expertise through Wachovia affiliates.  Through an affiliation with Wachovia Bank, N.A., we are able to refer you to lending services professionals that can help you with mortgage and home-equity loans, lending strategies, and more.

We will be following up with you personally over the next several weeks to discuss in detail the reasons that we feel Wachovia Securities will help us to better service your investment needs.  In addition you will be receiving a packet of information from us in the mail.  In the meantime, please feel free to contact us at 707-252-5722.  We look forward to speaking with you soon. 

*Based on number of Financial Advisors as of January 1, 2009.