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EP Wealth Advisors
27441 Tourney Road, Santa Clarita, California, United States
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About the EP Wealth Advisors
EP Wealth Advisors, located at 27441 Tourney Road in Santa Clarita, California, is dedicated to helping clients achieve their financial goals. As an independent financial advisor, they offer a planning-based approach tailored to each client's unique needs. With a fee-only approach, they provide objective investment recommendations. The team at EP Wealth Advisors includes CFPs, tax and estate professionals, and portfolio managers who work together to create personalized financial plans for clients. They manage changes to investment portfolios and help implement estate, tax, giving, and other plans. Regular portfolio reviews and updates ensure clients stay informed and on track to meet their goals. With a focus on personalized service and deep expertise, EP Wealth Advisors is committed to helping clients focus on what's important to them. They have been recognized as one of the fastest-growing private companies in America and as one of the best places to work in Los Angeles.
Photos of EP Wealth Advisors
27441 Tourney Rd STE 140, Valencia, CA 91355, United States
Opening hours of EP Wealth Advisors
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of EP Wealth Advisors
"EP Wealth is amazing! Enjoyable to work with and provides great financial advice that works for me."
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