1. Merrill Lynch Wealth Management

· 1 reviews

212 E Main St Suite 101, Visalia, CA 93291

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1. Personalized advice: Tailored guidance based on your goals, with all the time you need to talk.
2. Wide range of solutions: Access to diverse investment options and banking products from Merrill and Bank of America.
3. Timely market insights: Stay on track with updates on market trends and global economy happenings.
4. Expert advisor matching: Answer questions to find the best-suited advisors for your needs.
5. Client-focused priority: Your success is the main goal, with a focus on helping you reach your financial objectives.

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2. Investment Centers of America - Visalia

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· 1 reviews

120 N Floral St, Visalia, CA 93291

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4worldlovers: Broker-dealer network to LPL Financial LLC (LPL). For more information, view this press release.

Investment Centers of America, Inc. is no longer registered with FINRA as a broker dealer or with the SEC as an investment advisor. All calls regarding your investment account should be directed as indicated below:

Please contact your registered representative or investment advisor with whom you have been working with in conjunction with your account for assistance.

If you have or had an investment account at Pershing, LLC, please call their customer service line at 201-761-5499

For all other investment account questions, please refer to your account statement for their customer service phone number.

3. Penney Sick - Raymond James - Visalia

· 1 reviews

303 E Caldwell Ave, Visalia, CA 93277

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4. Wells Fargo Advisors

· 2 reviews

400 E Main St #100, Visalia, CA 93291

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1. Expert financial guidance: Wells Fargo Advisors offers personalized investment advice to help you achieve your financial goals.
2. Diverse investment options: Choose from a wide range of investment products to build a customized portfolio that suits your needs.
3. Risk management: Wells Fargo Advisors helps you navigate potential risks and protect your investments from market fluctuations.
4. Transparent communication: Stay informed with clear and timely updates on your investments to make informed decisions.
5. Trusted reputation: With the backing of Wells Fargo Clearing Services, LLC, you can trust in the reliability and security of your investments.

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5. Sequoia Financial, LLC

· 7 reviews

204 N Floral St suite a, Visalia, CA 93291

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1. Customized Financial Planning: Sequoia Financial takes a holistic approach, considering income, taxes, insurance, and more to build personalized portfolios for clients.
2. Fiduciary Responsibility: As fiduciaries, we act in your best interest, ensuring the highest probability of achieving your financial goals.
3. Transparent Fees: Our simple fee structure aligns our success with yours, motivating us to help you thrive financially.
4. Comprehensive Retirement Planning: We help retirees save on taxes, invest wisely, and prepare for all life possibilities.
5. Employee Benefits Consulting: We assist business owners in optimizing personal finances and running financially successful businesses.