Contact Us

4401 El Camino Real Suite A
Atascadero, CA 93422
Phone: (800)792-5565
(805)462-0121
Email
Map and Directions

Our Services

Preservation Capital Group offers top rated financial services, estate planning, managed money, an array of alternative non stock market correlated securities as well as and fee based investing.

Through Timothy's registration with Madison Avenue Securities, Inc., he is able to offer stocks, taxable and tax-free bonds, mutual funds, real estate investment trusts traded and non-traded (REITS) unit investment trusts, leasing accounts for income, oil and gas partnerships and convertible petro bonds, certificates of deposit, and variable annuities. Through his insurance agency, Value Health and Life Insurance Services, Timothy offers long term care, life insurance, guaranteed income strategies, fixed and indexed annuities, and much more.

Once we take on a client, we are committed to their future through annual meetings and financial reviews, monthly educational conferences and luncheons, as well as several fun social and networking events during the year at our various locations.

Preservation Capital Team

Holt Family visit to snow in Mt. Pinos, 2010