Victor and Vince or Victor&Vince or VictorandVince We specialize in Lifetime income strategies - make sure your IRA, 401(k) or 403(b) or 457 does not run out before you do! We work on YOUR dreams and goals not ours. What is it that YOU want? Qualified or non-qualified strategies, Fee-based or FeeBased accounts, or fees for assets under management, for ROTH, IRA, 401(k), 401k, 457, 403(b), 403b, SIMPLE, SOLO, Individual, 412(i), 412i, 529, college plans, estate strategies, REIT’s, TIC’s, DST’s, what ever you need we have or can get for you, business strategy evaluation, tax review by CPA with masters degree in taxation, advanced estate attorney’s. We work for and represent you , not the companies, services or products we may recommend.

 

Have you been laid off… changed jobs or are you retired or retiring? Don’t move that 401k into another 401k! Move it to a “lifetime Income*” strategy instead! Private Annuity Trust are Dead! If you’re interested in REIT’s, 1031, TIC’s, DST’s or Triple-Net Exchanges, Income for life, Income you can’t outlive, Fee Based Investing, Low Fees, Managed Accounts, Mutual Funds, Load, No-Load, NAV, Net Asset Value, IRA, 401, 401(k), 401k, ROTH, ROTH IRA, Life Insurance, Variable, VA, Annuity, Annuities, EIA, Equity Indexed Annuity, Fixed Annuity, for Senior, Seniors, Investing, Investments, Wealth Transfer, Estate Strategies, Asset Protection, Asset Management, Tax Efficiency, Provisional Income Reduction, LTC, Long-Term care, WL, Whole Life, UL, Universal Life, VUL, Variable Universal Life

 

Victor and Vince or Victor&Vince or VictorandVince We specialize in Lifetime income strategies - make sure your IRA, 401(k) or 403(b) or 457 does not run out before you do! We work on YOUR dreams and goals not ours. What is it that YOU want? Qualified or non-qualified strategies, Fee-based or FeeBased accounts, or fees for assets under management, for ROTH, IRA, 401(k), 401k, 457, 403(b), 403b, SIMPLE, SOLO, Individual, 412(i), 412i, 529, college plans, estate strategies, REIT’s, TIC’s, DST’s, what ever you need we have or can get for you, business strategy evaluation, tax review by CPA with masters degree in taxation, advanced estate attorney’s. We work for and represent you , not the companies, services or products we may recommend.

 

Have you been laid off… changed jobs or are you retired or retiring? Don’t move that 401k into another 401k! Move it to a “lifetime Income*” strategy instead! Private Annuity Trust are Dead! If you’re interested in REIT’s, 1031, TIC’s, DST’s or Triple-Net Exchanges, Income for life, Income you can’t outlive, Fee Based Investing, Low Fees, Managed Accounts, Mutual Funds, Load, No-Load, NAV, Net Asset Value, IRA, 401, 401(k), 401k, ROTH, ROTH IRA, Life Insurance, Variable, VA, Annuity, Annuities, EIA, Equity Indexed Annuity, Fixed Annuity, for Senior, Seniors, Investing, Investments, Wealth Transfer, Estate Strategies, Asset Protection, Asset Management, Tax Efficiency, Provisional Income Reduction, LTC, Long-Term care, WL, Whole Life, UL, Universal Life, VUL, Variable Universal Life

 

Victor and Vince or Victor&Vince or VictorandVince We specialize in Lifetime income strategies - make sure your IRA, 401(k) or 403(b) or 457 does not run out before you do! We work on YOUR dreams and goals not ours. What is it that YOU want? Qualified or non-qualified strategies, Fee-based or FeeBased accounts, or fees for assets under management, for ROTH, IRA, 401(k), 401k, 457, 403(b), 403b, SIMPLE, SOLO, Individual, 412(i), 412i, 529, college plans, estate strategies, REIT’s, TIC’s, DST’s, what ever you need we have or can get for you, business strategy evaluation, tax review by CPA with masters degree in taxation, advanced estate attorney’s. We work for and represent you , not the companies, services or products we may recommend.

 

Have you been laid off… changed jobs or are you retired or retiring? Don’t move that 401k into another 401k! Move it to a “lifetime Income*” strategy instead! Private Annuity Trust are Dead! If you’re interested in REIT’s, 1031, TIC’s, DST’s or Triple-Net Exchanges, Income for life, Income you can’t outlive, Fee Based Investing, Low Fees, Managed Accounts, Mutual Funds, Load, No-Load, NAV, Net Asset Value, IRA, 401, 401(k), 401k, ROTH, ROTH IRA, Life Insurance, Variable, VA, Annuity, Annuities, EIA, Equity Indexed Annuity, Fixed Annuity, for Senior, Seniors, Investing, Investments, Wealth Transfer, Estate Strategies, Asset Protection, Asset Management, Tax Efficiency, Provisional Income Reduction, LTC, Long-Term care, WL, Whole Life, UL, Universal Life, VUL, Variable Universal Life

Welcome to the Website of Victor&Vince

Victor Lloyd Burgess is licensed to sell Investments products and services, Fee-Based Advisory services as well as Life Insurance products in the following states of:

· California (CA)

· North Carolina (NC)

 

Are you a resident of one of the states listed above?

 

YES                 NO

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Providing Financial Services and Life Insurance products to the Bay Area!

This is not a solicitation or offer to sell any specific securities, products or services.

Victor Lloyd Burgess, CA. Insurance Lic# 0D61990 - Vincent T. Tusa, CA. Insurance Lic# 0D91686

QA3 Financial, Corp., 1735 N. First St., Suite 100, San Jose, Ca. 95112

Phone: (408) 437-1888 x211, Fax: (408) 437-3068, email: info@victorandvince.com

Victor Lloyd Burgess is a Registered Representative of and offers securities offered through QA3 Financial, Corp., Member FINRA /  SIPC. Victor Lloyd Burgess is an Investment Advisor Representative of and  Advisory Services offered through QA3 Financial, LLC. an SEC Registered Investment Advisory Firm.

Bill of Rights

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.