Schedule with Trisha

Contact

Office: (831) 421-9361

Fax: (831) 421-9362

4145 Clares Street

Suite H

Capitola, CA 95010

California Life Insurance #0E55996, Indiana, New York, Washington

edonnelly@ironpointadvisors.com

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

CA Insurance License #0E55996. Financial Advisors and Registered Representatives associated with Iron Point Advisors, Inc. offer investment advisory services and securities through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of CA, IN, NY, WA. No offers may be made or accepted from any resident outside the specific states referenced.