Broker Check

Our People

We rely on the following companies to help us execute client financial transactions:

Sigma Financial Corporation is our Broker/Dealer through which all of our investment products and services are offered. Clients can log into their brokerage and online document exchange here:

Through our relationship with Sigma Financial Corporation, we have access to many financial solutions. Once we know what you want to accomplish, we will develop comprehensive investment and financial proposals tailored to your goals.

We also have relationships with professionals that help us with case planning. Primary organizations are Sigma Financial Corporation, and Table Bay Financial 

Other professional advisors are sometimes consulted to give us the latest on IRS rulings. One of these is Denise Appleby Consulting

Life Insurance, long-term care and fixed annuity 


529 College Savings Plans

Franklin Templeton

Long Term Care Insurance Solutions

One America

Long Term Care Insurance Solutions

Mutual of Omaha 

Vendors we use frequently as an excellent source of many retirement and other solutions :

Prudential Annuities


CUNA Mutual Group

Vendors we use frequently for setting up clients who need to start small :

American Funds 


Sammons Retirement Solutions

Other Business Associates

Adriaan Financial Associates is proud of our Business Associates who work with us and our clients to achieve their lifestyle objectives. We strive to be really great at what we do, but we cant do EVERYTHING!! We are happy to refer you to professionals who may be able to assist you with your needs. We cannot guarantee that our Business Associates can help with your particular association as every individual has unique requirements.

Jorge Zegarra

Real Estate Professional To The Hispanic Community

Jorge Zegarra, is a proud member of the National Association of Hispanic Real Estate Professionals and a past president of the Hispanic Chamber Of Commerce. Jorge has worked heavily in loan modifications recently to help people who...
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Grace Rudawski

Keller Williams

With a history of business and negotiation talent that spans across the globe, Grace began her Real Estate career in 1996. Now, with almost twenty years of experience under her belt, she has become a formidable agent and highly sought...

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Casey Fleming

Signet Mortgage Helping You Pay Off Your Mortgage Sooner

Casey Fleming is a former owner of the largest Real Estate Appraisal firm in San Jose. Casey now specializes in mortgage lending for clients looking to meet a loan restructure and debt elimination objective. Casey has proprietary...

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