Member of the Month
Meet Member of the Month - Nestegg Investment Consulting
Nestegg Investment Consulting is a full-service brokerage and insurance company. Investment products and services that span the globe are offered right from the company’s office in beautiful Downtown Kelseyville. Nearly any investment product available in the world can be reviewed for appropriateness in one’s portfolio.
For new investors, individual stock recommendations can be made in a new account. It’s very easy to start at Nestegg. Regular contributions to a recommended mutual fund may also be a good way to start. For anyone concerned about retirement, an Individual Retirement Account may help defer taxes that may be very beneficial to long term savings to reach those retirement goals. Company sponsored retirement plans for owners and employees are available and currently serve Chamber members.
A key product available unique to Lake County is Nestegg Trend Investing. Trend investing is a tactical approach to investing where Nestegg makes the call on whether to be invested in the market, or not to be invested. This program has served clients well in these apparent times of financial volatility.
A variety of life insurance products from many companies are offered when needed. Annuities are also offered where protection of investment principle is a concern while saving.
Nestegg is owned by Rian Sommerfield assisted by Phil Myers. Rian and Phil are licensed Registered Representatives and Investment Advisor Reps of their broker/dealer and Investment Advisor; Independent Financial Group, LLC. Rian is also a California licensed insurance agent and Notary Public. Nestegg has been in business for 8 years and a Chamber member during that time.
Hours are 9am to 5pm Monday through Friday. Located in Downtown Kelseyville on Main Street.
Phone: (707) 279-1846. Email: firstname.lastname@example.org
Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), member FINRA/SIPC. IFG and Nestegg are not affiliated. Office of supervisory jurisdiction: 12671 High Bluff Drive Suite 200, San Diego CA 92130