Who We Are

Brecek & Young Advisors, Inc. is a nationwide full-service Registered Investment Advisor/Broker-Dealer headquartered in Folsom, California. Our Mid-West Office is located in Cincinnati, Ohio. We specialize in working with:

Individual investors.

1. Small business owners
2. School employees
3. Non-profit employees and companies
4. High net worth individuals  

Through Brecek & Young Advisors, Inc. our fully licensed Registered Advisors offer clients a wide variety of investment and insurance products. Mutual funds, stock and bonds, variable annuities and variable universal life insurance are some of the products offered. We also offer fee-based programs using portfolios of no-load and load-waived mutual funds.

Brecek & Young Advisors, Inc. can also provide to our Advisors fixed annuity contracts, life insurance, long-term care, disability and health insurance.