Our Firm

OWNERS AND PRINCIPALS
Carol Cory, CFP
Luis Fondevila

ADMINISTRATIVE ASSISTANT
Joanna Cory

ASSOCIATES
Will Holloway

Francesca Fondevila



Surety Investment Services was founded in 1982 by Luis Fondevila and Carol Cory, CFP, initially to service the unique retirement and investment planning needs of public school employees and non-profit organizations. Beginning with 403(b) tax-sheltered programs, the firm now manages all types of financial products, including fixed and variable annuities, fixed-indexed annuities, stock and bond mutual funds, as well as disability and life insurance. Today, Surety Investment Services works with individuals from all walks of life and different professions and is proud to have helped several thousand individuals prepare for a more secure financial future.

Our firm is dedicated to providing you the highest level of specialized service and individual attention in all areas of financial planning. We realize that your needs and goals change over the years, and our mission is to provide the continuity of service that your life transitions demand. When appropriate, we will furnish you with referrals for other professionals, such as attorneys and accountants, that are highly qualified in their specialized fields.

We at Surety Investment Services also know that personal relationships are key to good communication and understanding. For this reason, we value greatly the rapport we have established with our clients over the years, and we are constantly striving to improve our contact and communication with them. Through dedication, integrity, and experience, we work to maintain a partnership with individuals wherein goals are defined, recommendations are established, and implementation is monitored.

Finally, we realize that since we are living in a world of constant change, we at Surety Investment Services must stay current and evolve in order to fulfill the goals we set out to accomplish for those with whom we work. To this end, we continually keep abreast of the latest developments in the financial services industry and other related areas, so that we are best qualified to educate and assist our valued clients.