Financial Designs Corporation
540 West Baseline Road, Claremont, CA 91711
About the Business
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Financial Designs Corporation is a finance institution located at 540 West Baseline Road in Claremont, California, United States. Our team of highly qualified advisors is dedicated to providing customized financial strategies designed just for you. We understand the unique challenges facing employees in the energy industry, and we have experience helping SCE and SoCalGas employees navigate their finances with confidence. Whether you're already retired or planning for the future, our Retirement Blueprint will address all your financial needs, from qualified plan distributions to Social Security claiming decisions. Our service-oriented process will help you reach your goals in just 3 easy steps. As a family-run firm with decades of experience, we pride ourselves on our cohesive, competent, and customized approach to financial planning and active investment management. Contact us today to learn more about how we can help you pursue your unique financial goals. Securities offered through Financial Designs Corporation, an SEC Registered Investment Advisor. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. Investing involves risk, including the potential loss of principal. Contact us today to learn more about our personalized financial strategies.
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Location & Phone number
540 W Baseline Rd Suite #10, Claremont, CA 91711, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Employee Benefits
- Energy Industry Finance
- Energy Sector Financial Solutions
- Family-Run Financial Firms
- Financial Goal Achievement
- Financial Planning
- Insurance Backed Guarantees
- Investing Risk
- Investment Management
- Principal Loss Protection
- Qualified Plan Distributions
- Retirement Planning
- Sce Employee Financial Services
- Sec Registered Investment Advisor
- Socalgas Retirement Planning
- Social Security Claiming Strategies
- Three-Step Financial Planning
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