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State DirectoryFinancial Planners in Newhall, CA
3. Edward Jones - Financial Advisor: Heather C D'Angelo
25129 The Old Rd, Stevenson Ranch, CA 91381
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
4. Parnum Financial
PO Box 220909, Newhall, CA 91322
From Business: Since 1993, I have been assisting teachers with their 403(b) Plans (also known as a Tax Sheltered Annuity, or TSA for short). I also can advise you with other types of savings…
5. San Marino Financial Services
25726 Leticia Dr, Valencia, CA 91355
From Business: San Marino Properties
7. Annuity General
Serving the Newhall Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
8. Merrill Lynch Wealth Management
24200 Magic Mountain Pkwy, Santa Clarita, CA 91355
From Business: Welcome to Merrill Lynch in Santa Clarita, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…
9. Sean Coumans - Financial Advisor, Ameriprise Financial Services
24343 Magic Mountain Pkwy, Santa Clarita, CA 91355
From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…
10. Bret Wims - Thrivent
26639 Valley Center Dr Ste 104, Santa Clarita, CA 91351
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Bret Wims is committed to providing financial advice,…
11. Adam Wims - Thrivent
26639 Valley Center Dr Ste 104, Santa Clarita, CA 91351
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Adam Wims is committed to providing financial advice,…
12. Matt Price - Financial Advisor, Ameriprise Financial Services
27201 Tourney Rd Ste 201V, Valencia, CA 91355
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
17. Premier Financial Search
25050 Avenue Kearny Ste 109, Valencia, CA 91355
18. Global
23822 Valencia Blvd, Valencia, CA 91355
From Business: Global Tax & Accounting, Inc. has been successfully servicing our clients in Santa Clarita since 1960. As specialists in taxation matters we are proficient in Tax Preparation…
19. Morgan Stanley Wealth Management
24300 Town Center Dr, Valencia, CA 91355
From Business: Morgan Stanley, located in Valencia, Calif., isone of the leading financial institutions in the United States. The bank provides investment banking, brokerage and financial…
20. David J Fender & Associates
27200 Tourney Rd, Valencia, CA 91355
From Business: We offer a variety of services including complex tax preparation, accounting services, as well as comprehensive investment planning*. In addition to preparing and filing your…
21. EP Wealth Advisors
27441 Tourney Rd, Valencia, CA 91355
From Business: Financial planner in Valencia, California - Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows…
23. Envision Wealth Management
27200 Tourney Rd Ste 201, Valencia, CA 91355
24. The Valencia Group at UBS
25350 Magic Mountain Pkwy, Valencia, CA 91355
26. Melanie Meyer - Thrivent
28015 Smyth Dr, Valencia, CA 91355
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Melanie Meyer is committed to providing financial advice,…
27. Casey Klein - Thrivent
28015 Smyth Dr, Valencia, CA 91355
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Casey Klein is committed to providing financial advice,…
28. Neal Larsen - Thrivent
28015 Smyth Dr, Valencia, CA 91355
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Neal Larsen is committed to providing financial advice,…
29. Matthew Roxbury - Thrivent
28015 Smyth Dr, Valencia, CA 91355
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Roxbury is committed to providing financial advice,…
30. Steward Partners
28212 Kelly Johnson Pkwy Ste 150, Valencia, CA 91355
From Business: A Partnership Built By and For Today's Wealth Advisors and Their Clients