Planning for
a secure
future!
Complimentary Consultations
Click on Scheduling Tab or Call
(818) 360-7400
Your financial future, security and peace of mind is our number one priority!
As a full service agency representing many different companies, we always work in the client's best interest, offering a wide range of financial and insurance services to make your life easier.
Our clients want protection and growth, and that's what we specialize in.
When the market crashed in 2008, our clients did not experience a loss of premium or interest earned, their money was protected!
Our main focus is safety of principal & growth.
1. When the stock market goes up you go up with it.
2. When the stock market goes down, you're protected.
3. Your gains are locked in on an annual basis.
4. Interest can compound and credit each year.
Our dedicated staff has a long reputation of securing our clients retirement savings and helping them reach their financial goals. Whether you are just starting out or you are an experienced investor we can help structure a plan that is beneficial for you.
It's not how much money you make, it's how much you get to keep!
Testimonials:
"Robby, thank you for making some very complicated choices easy to understand. I am very pleased with my new plan … you are a great teacher and deserve an A+ for knowledge and service! "
-Victoria Velasquez, Principal of Hodge Elementary
Azusa, CA
"I have known Robby personally and professionally for over 15 years. As a successful chiropractor, there is nobody that I trust more than him to guide me through my financial future!"
-Dr. Dan Zucker
Chiropractor
Sherman Oaks, CA
"Robby is amazing at providing an overall understanding of how retirement works. I was able to make an informed decision about where to put my money and really benefited from his expertise. My staff has welcomed him with open arms and they really enjoy working with him as well."
-Frances Weissenberger
Principal of the Year 2013
Pasadena Unified School District
"My wife and I have had several financial advisors throughout the years, all of whom promised the world and never delivered. Not only did Robby come through for us, he explained finances better than anyone out there and he always keeps in touch. I highly recommend Robby to everyone!"
-Sam Perdomo, Assistant Principal of Gladstone High School
Covina, CA
ROBBY WELLES
RETIREMENT SPECIALIST
SANDSTROM & ASSOCIATES
