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7509 Madison Avenue Suite 107 Citrus Heights, CA 95610

916-863-1266
hunter.bailey@securitiesamerica.com
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We've Been Featured as a Podcast Guest!

We've been speaking to Ann Nelson of "Retire Well, Retire Happy" about Retirement Investing! Anne has a GREAT podcast and many resources! Check out the link below or go to our media page.

Check Out This Podcast episode!

Advisors Magazine Book Review!

Click here to read my book review! 

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Wealth Strategies

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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6

Professionals

40

Years of experience

2

Local Office

We Stay Focused on Market Trends, so You Don't Have To

Active Retirement Investing FREE Book Download 

Active Retirement Investing FREE Book Download 

Active Retirement Investing is a book for everyone. Whether you want to...

Do your own investing
Want to check on your Current advisor
Or are simply looking for help with planning your future

This book is for you!

*For a FREE paperback copy of the book, please call +1 (800) 603-1393


Download Here

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

<p>When Markets React</p>

When Markets React

When markets shift, experienced investors stick to their strategy.
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<p>All Muni Bonds Are Not Created Equal</p>

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.
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<p>Don't Buy The Hype</p>

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
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Our Experts

Hunter Bailey

Hunter W. "Bill" Bailey

Registered Advisory Associate, MSFS, CTS, CES, CFS, CIS,CAS

Gregg Smith

Gregg Smith

Registered Advisory Associate, MBA, CFP

Amy Sunderland

Amy L. Sunderland

Client Service Executive, CTS, CES

Lisa Minchau

Lisa Minchau

Administrative Assistant

Marsha Holland

Marsha Holland

Marketing Specialist

Nashoba Bailey

Nashoba R. Bailey

CTS, CES, CFS, CIS, CAS, Co-Author, Research Assistant, Editor, Technical Support

Learn How We Can Help You

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