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Sierra Investment Management

Joy Bunzel, Ph.D.
   
    Type/Category:      Investments

    Specialty:               Portfolio management services for                                                conservative and retired investors, IRAs,                                        pension plans and trusts.

    Location:                Westside
    Address:                 3420 Ocean Park Blvd. Ste #3060
                                   Santa Monica,CA 90069

    Phone:                   (800) 729-1467
    E-mail:                   joy@sierrainvestment.com

    Website:               www.sierrainvestment.com

    More to know:        Founded in 1987, Sierra is a fee-only                                            Registered Investment Advisory firm that                                        manages over $600 million, with two goals                                    in mind: limiting downside risk to 4% or                                        less and targeting an average annual                                            return of 10% or more.
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Ameriprise Financial

Nancy McCready, MBA, Chartered Retirement Planning Counselor
   
    Type/Category:     Financial Services

    Specialty:              Financial planning, wealth management,                                       investments, insurance

    Location:                West Los Angeles
    Address:                 11400 W. Olympic Blvd. Ste #1020
                                   Los Angeles,CA 90064

    Phone:                   (310) 739-9630
    E-mail:                    nancy.l.mccready@ampf.com

    Website:            www.ameripriseadvisors.com/nancy.l.mcready

    More to know:        I offer personal and business financial                                            services.