Sexton Advisory Group
27247 Madison Avenue, Temecula, CA 92590
About the Business
Located at 27247 Madison Avenue in Temecula, California, the Sexton Advisory Group is a finance institution offering a range of services including wealth management, tax planning, retirement planning, estate planning, and Estate Transitioning Planning. Headed by Steve Sexton, who has a degree in Management Sciences from Pepperdine University, the group has been providing financial advice for over seventeen years. Specializing in retirement planning, the Sexton Advisory Group aims to help clients achieve their financial goals by integrating all areas of retirement planning. As an independent financial services firm, the group customizes retirement strategies using insurance products to meet the individual needs and objectives of their clients. Please note that the Sexton Advisory Group does not offer tax, legal, or investment advice and recommends consulting with qualified professionals for personalized advice.
Location & Phone number
27247 Madison Ave, Temecula, CA 92590, United States
Reviews
"It was great, steve is honest, and very helpful."
"Steve is great he had helped me tremendously the past 13 years with my finances."
"'ve worked with Steve and Sexton Advisory Group, Inc since 2007. He helped me put together my finances and retirement after my husband passed away. Through the years he help with reducing taxes on the sale of rental properties, estate taxes. Guided me through my investment so that I don't lose principle. I have found Steve to be very easy to talk too. He makes complicated things easy to understand. I have referred many family members and friends over the years. They are very happy with the service their receiving from Steve. I would highly recommend Steve to anyone whom is looking for tax and retirement planning. Madonna S."
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Tax Consultant
- Audit & Consulting
- Age-Related Financial Planning
- Asset Management Strategies
- Estate Planning
- Estate Transition
- Financial Advisor
- Financial Independence
- Financial Planning Services
- Financial Security
- Independent Financial Services
- Individualized Wealth Planning
- Insurance Products
- Investment Guidance
- Legacy Planning
- Long-Term Financial Solutions
- Retirement Goal Achievement
- Retirement Income Planning
- Retirement Planning
- Retirement Savings Strategies
- Senior Financial Planning
- Tax Planning
- Wealth Creation
- Wealth Management
- Wealth Transfer Planning
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