We are dedicated to providing high-quality financial advisory services to pre-retirees and retirees. With 30 years of experience, we have a wealth of knowledge and expertise to help our clients navigate the complex world of investment management and retirement planning. We provide comprehensive, personalized advice that is tailored to the unique needs and goals of each individual client. We can help you create a customized strategy that will help you achieve your financial objectives. We help our clients make informed decisions about their investments, and are committed to providing transparent, objective advice that is always in our clients' best interests. If you are a pre-retiree or retiree in North County San Diego seeking expert financial advice, look no further. Contact us today to see if we might be a good fit. By appointment ONLY. Also available nationwide virtually. Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Atterbury Investment Management, Inc and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Atterbury Investment Management, Inc or these representatives. CA Insurance Lic #0B29538 (Clark Atterbury) & 0M95309 (Keeley Atterbury)
