Looking for Sound Advice and Personalized Solutions from Experienced and Knowledgeable Professionals?

Today, more than ever before, clients are searching for independent advice to assist them in the pursuit of their hopes and dreams in a constantly changing financial market place. While the need has never been stronger, the solutions have never seemed more blurred and unattainable. Clients are often left to wonder whose needs are being served by the “cookie-cutter” approach to which they have been subjected.

To Whom Can You Turn for Comprehensive Coordination of Your Complex Financial Needs?

SGC has provided personalized solutions for individuals and business owners since 1950. As an independently owned and operated firm, our advisors have no requirement to represent proprietary solutions or products. This independence allows us to keep intense focus on assisting our clients achieve their personalized goals and financial aspirations, as opposed to meeting specific product sales quotas.

SGC Financial and Insurance Services is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry.

Headquartered in San Mateo, CA, SGC Financial and Insurance Services is firmly committed to providing you with:

Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the best strategies to help you meeting you financial needs.

Proven strategies and quality products: We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to your needs.

Exceptional service: “Service that excels” is our trademark. We provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients.