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Welcome Stephen Lozano

April 18, 2016/in News

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 of our financial team. New Aspect provides its clients with a concierge suite of financial, retirement planning services, estate planning services, private banking, tools and experts. For more information please visit our website at www.NewAspectFS.com

STEPHEN P. LOZANO

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To learn more about the professional history of our financial advisor(s),
please visit brokercheck.finra.org.

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P: 707 346 7601

F: 415 276 3039

Napa Valley

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1475 Fourth Street
Napa, CA 94559

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Novato, CA

1500 Grant Ave,
Suite #314
Novato, CA 94945

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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