Investment Services Since 1890

Pictured: Jana Swenson, Vice President/Investments; Angela Sugimura, MBA, Branch Manager; Kim Bakos, Registered Operations Coordinator; Gil Hara, Client Services Associate; Lynn Porter, Clent Services Associate



Financial Advisors: Angela K. Sugimura MBA, Branch Manager; and Jana M. Swenson, Vice President/Investments

Welcome to our web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and market reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to help you pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.