California - Business Network International CA Central Valley
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BNI California Central Valley
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Alex Appleby

Phone 209-730-6696

Mr. Alex Appleby
Zyx Wealth
By Appointment, Please
5250 Claremont Avenue Ste 206
Stockton, CA 95207

Send Message

Alex Appleby

Zyx Wealth
Chapter: Stockton Business Partners

Financial, Financial Advisor

My BusinessZyx Wealth | $MART Money Holistic Financial Services, Made Simple Financial Services College Planning Retirement Planning Estate Planning Legal Services Wealth Management Alexander Appleby, Zyx Wealth 209-730-6696 - Holistic Financial Services Millennial Entrepreneur $MART Money, Simple

Ideal ReferralSomeone from 0-52 years old that is serious about creating and compounding wealth, meaning willing to follow advice based on a specific financial plan. Business owners with 5+ employees, that wants to provide an employer sponsored retirement account. (Even just for a second opinion on a current plan) Someone with a recent career change with money from a previous employer's retirement account that needs to be rolled into a personal account.

Top ProductA historically defensible, diversified & actively managed portfolio of the worlds great companies, combined with advise from a tough-loving financial advisor to coach you through times of uncertainty.

Top Problem SolvedHaving a plan that guarantees income for life in retirement that can never be outlived and will pass on to their heirs.

My Favorite BNI StoryI know it involved sushi!

My Ideal Referral PartnerCPA or tax professional