Mechanics Investment Services

We specialize in helping our clients pursue their financial goals through a variety and full range of investments. Through our association with LPL Financial, you have access to registered financial advisors who will work with you to develop a strategy for all of your financial and investment needs.

Our financial consultants can help you with...

  • Defining investment objectives and risk tolerances
  • Reviewing current investment selection and strategy
  • Recommending investment options based on your unique needs and goals
  • Finding opportunities to diversify or rebalance your portfolio
  • Discovering transition options for IRA or 401K accounts

Meet Our Team

Kerry Maciak

Kerry Maciak

510.558.2305
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Philip Catalan

Philip Catalan

510.421.2969
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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE
NOT A BANK DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY