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    Investment Service Santa Clarita Near Me

    Prestige Financial Advisors Naimuddin Syed - Financial Advisor, Ameriprise Financial Services, LLC Vance Wealth Global Financial Advisory Services
    Santa Clarita > Investment service > Investment service Santa Clarita

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    1. Prestige Financial Advisors - Santa Clarita

    路 11 reviews

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

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    1. 1. Speak with a local financial advisor - Jeff, based in Santa Clarita, offers personalized investment advice.
    2. 2. Access expert wealth management - Benefit from high-quality, value-driven investment services right in your neighborhood.
    3. 3. Conveniently located office - Prestige Financial Advisors is near Canyon Country, making it easy to meet Jeff in person.
    4. 4. Avoid out-of-state fiduciaries - Trust a local professional who understands the Santa Clarita market and your unique needs.
    5. 5. Build a strong financial future - Rely on Jeff's expertise to help you make informed investment decisions and achieve your financial goals.

    2. Merrill Lynch Wealth Management - Santa Clarita

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    路 1 reviews

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

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    1. 1. Personalized goal-focused investment strategies: We prioritize your objectives over numbers, tailoring solutions to help you achieve your financial aspirations.
    2. 2. Diverse investment and banking options: Explore a wide range of Merrill investment solutions and Bank of America banking products, all in one place.
    3. 3. Timely market insights and analysis: Stay informed with up-to-date market trends and global economic news, empowering you to make informed decisions.
    4. 4. Customized advisor matching: Begin your advisor search with a name or location, and narrow down your options using our helpful filters and suggestions.
    5. 5. Comprehensive wealth management services: Access a suite of services, including trust and fiduciary services, insurance, and annuity products, to build a robust financial plan.

    3. Naimuddin Syed - Financial Advisor, Ameriprise Financial Services, LLC - Santa Clarita

    路 1 reviews

    28100 Bouquet Canyon Rd Ste 202, Santa Clarita, CA 91350

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    1. 1. Personalized financial advice tailored to your unique goals, whether it's retirement, education, or a major purchase.
    2. 2. Confident Retirement 庐 check to help you prepare for a more secure future and explore various saving, investing, and tax scenarios.
    3. 3. A team of experts committed to your financial success, with regular meetings and progress tracking to update your approach as life changes.
    4. 4. 24/7 access to your investments, accounts, and progress towards your goals, from any device, with secure sharing capabilities.
    5. 5. 9 out of 10 clients likely to recommend our services to friends or family, thanks to our personalized advice and tailored approach.

    4. Vance Wealth - Santa Clarita

    路 1 reviews

    26491 Summit Cir, Santa Clarita, CA 91350

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    1. 1. Transforming financial complexities into simple, understandable solutions, guiding you towards your dreams.
    2. 2. Personalized financial planning tailored to your unique goals, preparing you for life's uncertainties and empowering your decisions.
    3. 3. Inspiring financial independence for families and businesses, celebrating life's joys as a trusted partner in every step of your journey.
    4. 4. Expert wisdom and insight to create a precise plan for your future, ensuring a secure and confident path to the life you've always imagined.
    5. 5. Building lasting relationships by being there for the difficult decisions, celebrating life's milestones, and providing unwavering support as your dedicated wealth management partner.

    5. SmartFxOption - Santa Clarita

    路 7 reviews

    27141 Hidaway Ave, Santa Clarita, CA 91351

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    6. Global Financial Advisory Services - Santa Clarita

    路 1 reviews

    23822 Valencia Blvd #304, Valencia, CA 91355, United States

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    1. 1. At Global, we offer a holistic approach to wealth management, considering all aspects of your financial life to provide expert guidance and clarity.
    2. 2. Our multi-family office provides integrated tax, accounting, business, and wealth management services, all under one roof.
    3. 3. Global Financial Advisory Services is a fee-based RIA, offering unbiased financial planning, asset allocation, and investment management services.
    4. 4. Our team includes CFP and CFA professionals, ensuring the highest level of expertise and ethical standards in managing your wealth.
    5. 5. With a 50-year history of serving high net worth individuals, Global has the experience and knowledge to help you secure your financial future.
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