New Aspect Financial Services, of Napa, CA, is excited to announce a new partner of their financial services firm, Stephen Lozano. Stephen helps individuals, small business owners, corporations with their group benefits, investments, private banking and insurance needs. Stephen is the founder of SL Financial Group and cemented his place as partner at New Aspect Financial Services, in 2016. At New Aspect we look forward to having him as part
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New Aspect Financial Services, LLC. is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. New Aspect Financial Services, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.