Financial guidance expert in Santa Clarita, CA
12 results found
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Global Financial Advisory Services
● ClosedGlobal Financial Advisory Services is a finance institution located at 23822 Valencia Boulevard, Santa Clarita, California, United States. Specializing in wealth management, tax services, and business management, we cater to entertainment industry professionals, entrepreneurs, professional athletes, and their families. With a holistic approach to financial planning, we offer guidance and expertise to help you secure a more stable financial future. Our team at Global Tax & Accounting has been serving clients since 1960, providing expert tax preparation services for individuals, corporations, partnerships, trusts, and exempt organizations. As a fee-based registered investment adviser, Global Financial Advisory Services offers financial planning, asset allocation, and investment management for high net worth clients. Visit us for services such as Bill Pay, Wealth 360, Tax Portal, and ShareFile to streamline your financial needs.
23822 Valencia Blvd #304, Valencia, CA 91355, United States -
Edward Jones - Financial Advisor: Diana Reyes, CEPA®|AAMS™|CRPC™
● OpenEdward Jones - Financial Advisor: Diana Reyes, CEPA®|AAMS™|CRPC™ is a reputable finance institution located at 26701 McBean Parkway in Santa Clarita, California, United States. Diana Reyes is a certified financial advisor with expertise in Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™) designations. With a focus on personalized financial planning and wealth management, Diana Reyes provides tailored solutions to help clients achieve their financial goals. Visit the institution for expert advice and guidance on investments, retirement planning, and overall financial well-being.
26701 McBean Pkwy Suite #150, Valencia, CA 91355, United States -
Edward Jones - Financial Advisor: Chris Vasques, CEPA®|AAMS™
● OpenEdward Jones - Financial Advisor: Chris Vasques, CEPA®|AAMS™ is a trusted financial institution located at 25152 Springfield Court in Santa Clarita, California, United States. Specializing in finance, Chris Vasques is a Certified Exit Planning Advisor and an Accredited Asset Management Specialist. With a focus on providing personalized financial solutions, Chris Vasques helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Edward Jones - Financial Advisor: Chris Vasques, CEPA®|AAMS™ is dedicated to providing expert advice and guidance every step of the way.
25152 Springfield Ct # 210, Valencia, CA 91355, United States -
Edward Jones - Financial Advisor: Martina Vega, AAMS™|CRPC™
● OpenEdward Jones - Financial Advisor: Martina Vega, AAMS™|CRPC™ is a reputable financial institution located at 26701 McBean Parkway in Santa Clarita, California, United States. Martina Vega, a knowledgeable and experienced financial advisor with certifications in AAMS™ and CRPC™, offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Martina Vega can provide expert guidance and advice tailored to your individual needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Martina Vega, AAMS™|CRPC™ is dedicated to helping clients secure their financial future.
26701 McBean Pkwy Suite #150, Valencia, CA 91355, United States -
Edward Jones - Financial Advisor: Karen A Roberts, AAMS™
● ClosedEdward Jones - Financial Advisor: Karen A Roberts, AAMS™ is a reputable finance institution located at 23422 1/2 Lyons Avenue in Santa Clarita, California, United States. As a dedicated financial advisor, Karen A Roberts, AAMS™ provides personalized investment advice and financial planning services to help clients achieve their long-term financial goals. With a strong commitment to professionalism and client satisfaction, Karen A Roberts, AAMS™ strives to build lasting relationships with each client and provide expert guidance on wealth management and investment strategies. Whether you are planning for retirement, saving for your child's education, or seeking to grow your wealth, Edward Jones - Financial Advisor: Karen A Roberts, AAMS™ is here to help you navigate the complex world of finance with confidence and peace of mind.
23422 1/2 Lyons Ave, Santa Clarita, CA 91321, United States -
Lentini Financial Advisory
● ClosedLentini Financial Advisory is a reputable finance institution located at 24359 Walnut Street in Santa Clarita, California, United States. Our team of experienced professionals provides expert financial advice and guidance to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure a mortgage, Lentini Financial Advisory is here to help. Trust us to provide personalized financial solutions tailored to your unique needs and circumstances. Visit us today to start building a secure financial future.
24359 Walnut St B, Santa Clarita, CA 91321, United States -
Edward Jones - Financial Advisor: Michael Duffy
● OpenEdward Jones - Financial Advisor: Michael Duffy is a trusted and reliable finance institution located at 28470 Avenue Stanford in Santa Clarita, California, United States. As a financial advisor, Michael Duffy is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael Duffy is committed to providing top-notch financial services to individuals and families in the Santa Clarita area. Whether you are planning for retirement, saving for education, or investing for the future, Michael Duffy and his team are here to help you every step of the way.
28470 Avenue Stanford Ste 340, Valencia, CA 91355, United States -
Farmers Insurance - Michael Sanchez
● ClosedFarmers Insurance - Michael Sanchez is a trusted insurance agency located at 22777 Lyons Avenue in Santa Clarita, California. As your local Farmers agent, Michael Sanchez is dedicated to helping customers like you find the insurance coverage that best suits your needs. Whether you are looking for auto, home, renters, health, or business insurance, Michael Sanchez has the knowledge and experience to guide you through the process and ensure you understand your coverage options. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable insurance products to protect your most valuable assets. Whether you need coverage for your home, rental property, small business, or personal belongings, Farmers Insurance offers competitive rates and multi-line discounts to help you save money.
22777 Lyons Ave #102, Santa Clarita, CA 91321, United States -
Park Wealth Advisor
● OpenPark Wealth Advisor is a leading financial institution located at 26650 The Old Road in Santa Clarita, California, United States. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for college, or looking to grow your investments, our team is here to provide expert guidance and support. At Park Wealth Advisor, we prioritize building long-lasting relationships with our clients based on trust, transparency, and integrity. Contact us today to schedule a consultation and take the first step towards securing your financial future.
26650 The Old Rd, Santa Clarita, CA 91355, United States -
PC Accounting & Tax Services
● ClosedPC Accounting & Tax Services is a professional institution located at 22924 Lyons Avenue in Santa Clarita, California. Specializing in accounting and finance, their team of experts can help you plan for the future by estimating your taxes and ensuring you are well-prepared for any financial obligations. With a focus on saving you money, their tax preparation services cover federal, state, and local taxes, as well as various other tax obligations such as property taxes and sales taxes. By utilizing their services, you can avoid unnecessary fines and penalties, as well as take advantage of potential tax credits and savings opportunities. Whether you are an individual or a small business owner, PC Accounting & Tax Services can provide you with the guidance and support you need to navigate the complex world of taxes and finances.
22924 Lyons Ave #205, Santa Clarita, CA 91321, United States -
David J Fender & Associates
● ClosedDavid J Fender & Associates is a reputable accounting and finance institution located in Santa Clarita, California. With a focus on providing top-notch financial services, they are dedicated to helping individuals and businesses manage their finances efficiently. Their team of experienced professionals offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you need assistance with personal finances or business accounting, David J Fender & Associates is committed to providing expert guidance and support. Visit them at 27200 Tourney Road for all your financial needs.
27200 Tourney Rd, Valencia, CA 91355, United States -
Sunshine Foundation Repairs of Torrance
● ClosedWelcome to Sunshine Foundation Repairs of Torrance, your trusted partner for comprehensive foundation solutions in Southern California. Located at 1609 Lockness Place, Torrance, California, we are a family-owned and operated general contracting business dedicated to providing high-quality and professional foundation repair services. At Sunshine Foundation Repairs, we specialize in a wide array of services including foundation seismic retrofitting, foundation replacement, slab repair, home leveling, helical piers installation, and structural support. Our mission is to deliver top-notch foundation repairs to homeowners throughout So-Cal, ensuring your home stands strong and secure.
1609 Lockness Place, Torrance, California 90501, United States
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