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Financial Advisors in California City, California (Kern County)

 Z Reverse Mortgage
California City, CA

A Z Reverse Mortgage is one of the best & certified Reverse Mortgage Companies in California. At here you will find the free calculator for calculating the reverse mortgage rates and offers services to worldwide.

AL Hewitt Inc
39 miles from California City, CA

Alan Charles Hewitt, CFP, EA
AL Hewitt Inc., is a fee-only financial planning firm with offices in Ventura and Los Angeles County. AL Hewitt Inc. specializes in financial and retirement planning services for public safety professionals. We have an in... See More

Hartman Financial Planning
56 miles from California City, CA
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Hartman Financial Planning is an independent Fee-Only firm, we work solely for our clients. All prices are disclosed up front. Only 1% of the nation’s financial planning firms operate in this manner. We can provide an overall financial plan revi... See More

Highlights: As-Needed Planning, Mutual Funds, Certified Financial Planner, Investment Policy Statements, Socially Responsible Investments, Debt Management, Stocks, 401K Consulting, Fiduciary, Passive Investment Strategies, Synergistic Portfolio Planning, Investment Consulting, A La Carte Services, Investment Services, Fee Only, Asset Protection, Comprehensive Financial Planning, Retirement Planning, Income Tax Planning, No Minimums
Veritana Financial Planning, Inc.
66 miles from California City, CA
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Susan Honig, CFP, EA
Located in Burbank, California, Veritana Financial Planning, Inc is a fee only comprehensive financial planning firm. We work with clients on both a project basis as well as an annual retainer basis covering all aspects of a fami... See More

Duff Financial Advisory Services
67 miles from California City, CA

William Duff, BA, CFP, MBA
Duff Financial Advisory Services provides financial planning and investment management services. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, educators, and... See More

WESCAP Group
68 miles from California City, CA
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Andy Edstrom, CFA, CFP
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of individuals and families.
Founded in 1988, we are headquartered in ... See More

Seiler & Associates
68 miles from California City, CA

Mark Seiler, CPA/PFS
Seiler & Associates provides comprehensive financial planning and wealth management services. Our mission is simple – help our clients reach and exceed all their financial goals. We do this by developing deep and long-standin... See More

Colton Wealth Management
68 miles from California City, CA

Scott Colton, CPA/PFS, MST
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Percy E. Bolton Associates, Inc.
68 miles from California City, CA

I am a financial advisor who helps women identify their retirement goals, evaluate their long-term income needs and generate a cash flow to help them live securely and comfortably throughout retirement. Whether they are married, divorced, widowed, o... See More

Highlights: Independent Investment Advisor, Women's Issues, Certified Financial Planner, Retirement Distribution Plan, Retirement Planning, Fee Only, NAPFA Member
Thomas J Hartfield
73 miles from California City, CA
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Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Highlights: Family Financial Planning, Divorce Planning, Wealth Management, Rollovers, Investment Consulting, Retirement Planning, Annuities & Life Insurance, Estate Planning, Investment Services, Rollover, College Planning, Retirement Distribution Plan, Socially Responsible Investments, Disability Income & Long Term Care Insurance, IRA, Stocks, Mutual Funds, Independent Investment Advisor, Pension Plan Design & Management, Corporate Bonds
Goodstein Wealth Management LLC
73 miles from California City, CA
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Alan Goodstein, CFP
I have been an advisor for 23 years. I believe that financial advice should be available to everyone.
I started as a stock broker with DeanWitter-Morgan Stanley in 1993. experience that is hard to come by. I have been in indepen... See More

Compass Financial Planning
73 miles from California City, CA
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James Heitman, AEP, CFP
Compass Financial Planning is a registered investment advisor in the State of California. We focus on long term financial projections, portfolio management, and the intergration of goals into a financial plan. Based in Souther... See More

Paul Ireton
73 miles from California City, CA

Long-term financial planning requires two very important things – a solid plan and the right guidance towards that plan. Paul and Miriam Ireton provide the best assistance in California when it comes to both these things, and guarantee that the... See More

Highlights: Financial Planning, Comprehensive Financial Planning, Investment Management, Certified Financial Planner, 401K Consulting, Rollover Of 401k Or IRA, Debt Management, Family Financial Planning, Retirement Planning, Annuities & Life Insurance, College Planning, Investment Services
David Anderson Online
74 miles from California City, CA
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David Anderson Online we help and assist our clients to either expand their current business, or to start their new business the right way by capitalizing on the knowledge we have built up in many different arenas and markets over the past 15 years.

Highlights: Business Planning, Group Classrooms, Sudden Money Institute Advisor, Investment Consulting, One On One Consulting, Intensive Classrooms, Business Awareness, Internet Consulting & Entrepreneurs Success Group
Ventura Advisors
74 miles from California City, CA
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Ventura Advisors provides custom wealth advisory services. We aim to know our clients so well that we can share our expertise, acquired through years of experience and study, to ensure that our clients consistently make the best financial decisions.... See More

Highlights: Wealth Management, Fee Only, Investment Management, Fiduciary, Certified Financial Planner, MBA, CFA Charterholder, Special Needs Planning, Retirement Income Planning, Professional Wealth Management, CFP ®, Passive Investment Strategies, Registered Investment Advisor, Independent Investment Advisor, Fee-Only, 401k Rollover, Advisory And Investment Management, Retirement Planning, Charitable Planning, Rollover Of 401k Or IRA

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