www.progressiveassetmanagement.com
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Submitted URL: http://www.camejogroup.com//
Effective URL: https://www.progressiveassetmanagement.com/
Submission: On July 12 via api from US — Scanned from GB
Effective URL: https://www.progressiveassetmanagement.com/
Submission: On July 12 via api from US — Scanned from GB
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Skip to main content menu * Home * About * Why PAM * Our Team * Our Partners * Services * Our Services * SRI/ESG * Resources * Financial Calculators * Blog * Contact Previous Slide◀︎ Next Slide▶︎ * PERSONALIZED CLIENT EXPERIENCE TAKING CARE OF WHAT’S IMPORTANT SO YOU CAN FOCUS ON WHAT MATTERS MOST TO YOU. LEARN MORE * PERSONALIZED CLIENT EXPERIENCE TAKING CARE OF WHAT’S IMPORTANT SO YOU CAN FOCUS ON WHAT MATTERS MOST TO YOU. LEARN MORE SOCIALLY RESPONSIBLE INVESTING Progressive Asset Management is a national, independent financial advisor network dedicated to building strong, enduring relationships with the individuals and organizations we serve. Our knowledgeable and certified advisors assist clients in working toward their investment goals--whether that's saving for a college fund or developing a strong financial plan for retirement--while at the same time giving them the opportunity to invest in ways that reflect their values. Learn More WHY PAM Whether you are an individual starting to invest in the market, a family planning for your children's education and retirement income, or an organization looking for asset management, we can provide services to help you create effective financial strategies. We offer a wide range of products and financial planning services. We engage in targeted conversations and listen to our clients to determine which arrows to pull out of the quiver to hit the mark. Learn More About PAM SRI/ESG Today socially responsible investing (SRI) is increasing its influence within the financial community in large part due to the competitive financial returns that socially-screened portfolios generate. For three decades Progressive Asset Management has regarded environmental sustainability, human rights, and good governance as part of the investment process. Learn More About SRI/ESG 01. ABOUT US We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. 02. OUR PHILOSOPHY As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. 03. OUR PROCESS A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. OUR TEAM TIM RICH CFP® Financial Advisor 510-587-0800 x 1 trich@progressiveassetmanagement.com DEANNA JEE Registered Sales Assistant - Administrative Coordinator 510-587-0800 x 3 djee@progressiveassetmanagement.com JESSICA STRAWSER Administrative Assistant 510-587-0800 x 4 jstrawser@progressiveassetmanagement.com WE PROVIDE MEANINGFUL PLANNING AND RESPONSIBLE INVESTING FOR INDIVIDUALS, FAMILIES, AND ORGANIZATIONS, ALIGNING YOUR FINANCIAL GOALS WITH YOUR VALUES. Contact Us BLOGS BAD MONEY HABITS: HOW THEY VARY BY GENERATION & HOW TO BREAK THEM FOR GOOD Tim Rich | Jun 11, 2024 Categories Investments Finance Savings Lifestyle What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits. RETIREMENT NEARING? DO THESE 5 THINGS FIRST. Tim Rich | Jun 11, 2024 Categories Retirement Family Savings Lifestyle Tax Planning What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process. TOP 4 SOCIAL MEDIA MONEY SCAMS & HOW TO SPOT THEM Tim Rich | Jun 11, 2024 Categories Investments Finance Lifestyle Privacy Savings Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect... OUR OFFICE 21977 Redwood Rd. Castro Valley CA 94546 CONTACT US E: info@progressiveassetmanagement.com P: 510-587-0800 GET IN TOUCH You must have JavaScript enabled to use this form. Your name This field is required. Your email address This field is required. Subject This field is required. Message This field is required. CAPTCHA Leave this field blank Nothing in this document should be construed as a recommendation to buy or sell securities. Please contact your advisor for any investment related questions. All rights reserved. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Arbor Point Advisors, LLC. Osaic Wealth and Arbor Point Advisors are separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth and Arbor Point Advisors. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services, transact business, and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or person listed. Osaic Wealth Form CRS Arbor Point Advisors Form CRS © 2024 Progressive Asset Management All rights reserved.