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    Financial Planner Santa Clarita Near Me

    Prestige Financial Advisors Free Financial Vance Wealth Prosperitas Financial
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    1. Prestige Financial Advisors - Santa Clarita

    · 11 reviews

    27225 Camp Plenty Rd #5, Santa Clarita, CA 91351

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    1. 1. In-person consultations: Speak directly with our local financial advisor, Jeff, in his Santa Clarita office.
    2. 2. Community-based service: Trust a neighbor with your wealth management, rather than an out-of-state firm.
    3. 3. Dependable expertise: Rely on Jeff's experience and commitment to quality and value for your financial future.
    4. 4. Customized strategies: Receive personalized financial planning tailored to your unique needs and goals.
    5. 5. Easy access: Find our office conveniently located off Soledad Canyon, near Canyon Country.

    2. Free Financial - Santa Clarita

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    · 5 reviews

    22924 Lyons Ave #205, Santa Clarita, CA 91321, United States

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    1. 1. State- and IRS-registered tax preparers handling your return, ensuring expertise and compliance.
    2. 2. Affordable fees for federal and state return preparation, with no hidden costs or overpriced services.
    3. 3. Year-round support for tax-related inquiries and assistance, even after April 15th.
    4. 4. Unwavering commitment to integrity in filing your taxes, taking the time needed for thorough and accurate returns.
    5. 5. Superior tax knowledge through rigorous education standards, surpassing leading tax preparation chains.

    3. Vance Wealth - Santa Clarita

    · 1 reviews

    26491 Summit Cir, Santa Clarita, CA 91350

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    1. 1. Transforming complexity to simplicity: We make your financial journey clear and understandable, turning complex concepts into actionable plans.
    2. 2. Preparing for life's uncertainties: Our expertise anticipates life's challenges, ensuring you're ready for any financial curveballs.
    3. 3. Trusted partner for life's joys and decisions: We're by your side through life's ups and downs, offering guidance and support when you need it most.
    4. 4. Empowering financial independence: Our tailored plans help you achieve financial confidence, so you and your family can live the life you've always imagined.
    5. 5. Inspiring success at every step: As your dedicated financial ally, we're committed to guiding businesses and families toward a prosperous future.

    4. Virtue Wealth Management & Financial Advisors - Santa Clarita

    · 1 reviews

    25832 Forsythe Way, Stevenson Ranch, CA 91381

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    1. 1. Transform your financial future with Virtue Wealth Management's personalized Financial Plans and Investment Management.
    2. 2. Gain peace of mind about your retirement with our expert guidance – join the confident 27% of working Americans.
    3. 3. Secure your family's financial future by creating a comprehensive will and estate plan, tailored to your needs.
    4. 4. Partner with a dedicated, knowledgeable financial advisor, like Erick, who understands your unique goals and challenges.
    5. 5. Experience exceptional customer service and support, as highlighted by our numerous glowing client testimonials and reviews.
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    5. Infinity Wealth Management - Santa Clarita

    · 2 reviews

    25060 Avenue Stanford Suite 100, Valencia, CA 91355

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    6. Prosperitas Financial - Santa Clarita

    · 14 reviews

    25060 Avenue Stanford Suite 100, Valencia, CA 91355

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    1. 1. Holistic Wealth Management: At Prosperitas Financial, we go beyond investing to offer a comprehensive approach that covers all aspects of your financial life, ensuring every element works towards your financial success.
    2. 2. Community Impact: We strive to make a positive impact not just in our clients' lives, but also in our community and the world. Learn how you can contribute to our mission of making the world a better place.
    3. 3. Insurance Expertise: Our team understands the importance of insurance options for your financial security. With us, you'll gain the knowledge and power to plan for a secure future.
    4. 4. Embracing Change: At Prosperitas Financial, we encourage change when it benefits you. If something better comes along, we'll help you make a smooth transition, even if it's a gut feeling move.
    5. 5. Welcome Howard Martinez: Meet our new team member, Howard Martinez, who specializes in optimizing 401(k) plans for businesses, creating engagement and outstanding results for employees.
    6. Additional Information:
    7. - Robert Clark, our trusted advisor, provides personalized financial plans tailored to your unique goals.
    8. - Prosperitas Financial, LLC is a Registered Investment Adviser, offering advisory services in CA, ID, and TX.
    9. - Visit our podcast Behind the advisor: Jerry Citarella for valuable finance advice from our expert, Jerry.
    10. - Our services are only offered to clients or prospective clients where Prosperitas Financial, LLC and its representatives are properly licensed or exempt from licensure.
    11. - This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Prosperitas Financial, LLC unless a client service agreement is in place.

    7. Merrill Lynch Wealth Management - Santa Clarita

    · 1 reviews

    24200 Magic Mountain Pkwy, Santa Clarita, CA 91355, United States

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    1. 1. Personalized financial planning that prioritizes your goals, not just numbers.
    2. 2. Access to a vast array of investment solutions and banking products from Merrill and Bank of America.
    3. 3. Stay informed with market insights to make well-timed investment decisions and stay on track.
    4. 4. Begin your advisor search with a name or location, tailoring your experience to your preferences.
    5. 5. Benefit from a wide range of certified professionals and services, including trusts, insurance, and annuities.
    6. Remember, investing always carries risk, and it's essential to consult your legal and tax advisors before making financial decisions. This material is not a recommendation or solicitation for any security or investment strategy.
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    Welcome to ForCaliforniaLovers, your ultimate guide to finding the finest financial planners in Santa Clarita. We understand the importance of securing your financial future, and that's why we have curated a comprehensive list of top-notch businesses specializing in financial consulting in Santa Clarita. Whether you're a seasoned investor or just starting to navigate the complex world of finance, our platform is designed to connect you with the most trusted and experienced professionals in the industry. With our extensive directory, you can easily explore a wide range of financial consultants who can provide personalized advice tailored to your unique needs and goals. From retirement planning to investment strategies, our featured businesses offer a wealth of expertise to help you make informed decisions and achieve financial success. Discover the best financial planners in Santa Clarita with ForCaliforniaLovers and take control of your financial future today.


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