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Brecek & Young Advisors, Inc.




Brecek & Young Advisors, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The company is a nationwide full service Registered Investment Advisor/Broker and Dealer headquartered located in Folsom, California. Their Mid-West Office is located in Cincinnati, Ohio. They specialize in working with; Individual investors, Small business owners, School employees, Non-profit employees and companies, and High net worth individuals.  

Through Brecek & Young Advisors, Inc. their fully licensed Registered Advisors offer clients a large variety of investment and insurance products. Mutual funds, stock and bonds, variable annuities and variable universal life insurance are some of the products offered. They also offer fee-based programs using portfolios of no-load and load waived mutual funds. The company can also provide to their Advisors fixed annuity contracts, life insurance, long term care, disability and health insurance.

As an educator or employee of a non-profit organization, you have a unique opportunity to prepare for your retirement by investing in 403, Tax Sheltered Annuities. For almost 40 years, these plans have been available to employees in public school systems and organizations described in section 501 of the Internal Revenue Code. Employees in organizations such as public schools, universities, hospitals, and some church groups are able to either supplement their retirement plans or solely invest in a TSA if a retirement plan alternative is unavailable.

In today's competitive job market, an attractive employee benefit package is an important tool to help you recruit and retain those people that are crucial to your company's success. In addition, the tax benefits you can receive by offering your employee’s benefits are twofold: First, the costs of providing employee benefits can be tax deductible. Second, the value of the benefits that you provide to your employees may be tax deductible to your employees, reducing your taxable payroll. A reduction in your taxable payroll decreases your matching payments of Social Security and Medicare taxes, as well as unemployment taxes.

Their Mission is to provide superior support and service to their financial consultants so they can assist clients in achieving their financial goals and dreams.

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