Quest Capital Strategies, Brian J. Tewksbury
Brian J. Tewksbury: Financial Advisor / Investment Advisor / Insurance Licensed Professional / Business Consultant and Entrepreneur experienced in supporting small business owners and start-ups in all aspects of accounting and fund raising for seed capital and beyond.
When the PPACA was passed I made it my business to learn the Healthcare law as well as I could and offer my services to my under 65 clients. I gained Covered California Certified Insurance Agent status for the Covered California Healthcare Exchange.
Medicare and Under 65 Healthcare is a critical part of Financial Planning. I write Medicare regularly as some 10,000 “Baby Boomers” age in to Medicare every day. Additionally, I enjoy educating people on the advantages of the Stock Market, Bonds, Disability Insurance, Variable and Fixed Annuities, Long Term Care, and Reverse Mortgages.
I enjoy an opportunity to help owners with business plan writing, business development, and trademarking and patent filing as well as Financial Planning to help build, manage and preserve wealth. Retirement Planning is a critical part of life. Let me and my network of professionals help you eliminate the fears of out living your money. Plan today.
Specialties: SEC License Series 7 and Series 66. California Insurance License #0G81083
Tewksbury Financial is an independent entity; it is not affiliated with Quest Capital Strategies, Inc. and it is not under common control of Quest Capital Strategies, Inc. Securities offered through Quest Capital Strategies, Inc., a Registered Broker-Dealer and Registered Investment Advisor. Member FINRA/SIPC. 23832 Rockfield Blvd., Suite 130, Lake Forest, CA 92630. (949) 830-4885. Investments & Insurance Products are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose value. Investment return are not guaranteed and are subject to investment risk including the possible loss of principal amount invested.