Financial Planners in Saugus, CA
1. 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…
2. 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…
3. 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,…
4. 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,…
5. 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…
6. Wells Fargo Advisors
24301 Magic Mountain Pkwy, Valencia, CA 91355
7. Rick Grant
23822 Valencia Blvd, Valencia, CA 91355
8. Vance Wealth Group
27200 Tourney Rd, Valencia, CA 91355
9. Center Pointe Group
26639 Valley Center Dr, Canyon Country, CA 91351
10. Edward Jones - Financial Advisor: Diana Reyes, CEPA®|AAMS™|CRPC™
26701 Mcbean Pkwy Ste 150, Valencia, CA 91355
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
11. 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…
12. San Marino Financial Services
25726 Leticia Dr, Valencia, CA 91355
From Business: San Marino Properties
13. 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…
14. 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…
15. 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…
16. Morgan Stanley
24300 Town Center Dr, Valencia, CA 91355
17. Envision Wealth Management
27200 Tourney Rd Ste 201, Valencia, CA 91355
18. Annuity General
Serving the Saugus 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…
19. Allstate Personal Financial Representative: TAMARA HEINIG
23033 Lyons Ave Ste 2, Newhall, CA 91321
From Business: As a Personal Financial Representative in Newhall, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each…
20. 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,…
21. 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,…
22. 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,…
23. 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,…
24. 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
25. JKM Financial Group Inc
23030 Lyons Ave, Santa Clarita, CA 91321
26. Charles Schwab
26650 The Old Rd Ste 215, Valencia, CA 91381
27. Premier Financial Search
25050 Avenue Kearny Ste 109, Valencia, CA 91355
28. Casa Blanca Investment Group
23317 Barfield Dr, Valencia, CA 91354
29. Alexander Financial Strategies
28245 Avenue Crocker Ste 102, Valencia, CA 91355
30. The Valencia Group At UBS
28212 Kelly Johnson Pkwy, Valencia, CA 91355