Services

We offer a unique range of services to help clients grow and protect their wealth in numerous ways. Our comprehensive approach enables us to examine a client's overall financial situation, to identify and correct risk areas, and to ensure that all the pieces are optimally working together.

Please feel free to read more about our offerings in investments, insurance, estate analysis, real estate, and home loans or to contact us with any questions.

* John Simon, Rich Toscano, and Jose Lopez are registered representatives of and offer securities through Girard Securities, Inc., a registered Broker/Dealer, a Registered Investment Advisor, and member FINRA/SIPC. John Simon and Rich Toscano also offer investment advisory services through Girard Securities. Pacific Capital Associates is not a subsidiary or affiliate of Girard Securities. Insurance services are offered through John Simon, California Insurance License #0C78205. Real estate services are offered through John Simon, California Real Estate Broker #01385226.