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Financial Advisors in La Puente, California (Los Angeles County)

Colton Wealth Management
9 miles from La Puente, CA

Scott Colton, CPA/PFS, MST
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Duff Financial Advisory Services
9 miles from La Puente, 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

Brandon M. Wren, MS, CFP®, EA
12 miles from La Puente, CA
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Brandon Wren, CFP, EA
Overview:
Brandon Wren is an independent, IRS Enrolled Agent & Fee-Only Certified Financial Planner. He has the experience and the qualifications to help you identify strategies to reduce taxes, reduce investment expenses, pru... See More

Seiler & Associates
13 miles from La Puente, 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

Percy E. Bolton Associates, Inc.
13 miles from La Puente, 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
Fernandez Financial Advisory,LLC
16 miles from La Puente, CA

Delia Fernandez, CFP, MBA

Martin James Flores
16 miles from La Puente, CA

Offering trusted guidance and objective advice, MJF Financial is committed to helping individuals, families and businesses navigate the complex investment, retirement and estate planning landscape.
Securities and Advisory services offered through LP... See More

Highlights: Wealth Management, Investment Services
TABR Capital Management, LLC
17 miles from La Puente, CA
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Steven Medland, CFP, MBA
Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and inf... See More

Patricia Heaton Parker, CFP®
17 miles from La Puente, CA
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Patricia Parker, CDFA, CFP
Patricia Heaton Parker, CFP, CEP, CDFA, has been an active member of the Financial Planning Industry for over 20 years. She founded her firm, Discovery Financial to service the needs of clients going through transition. Wh... See More

Impact Fiduciary LLC
17 miles from La Puente, CA
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Patrick Dinan, CFP
Financial Planning
Like most clients I serve, you are probably busy with your career, your family, fitness and other passions. Financial planning may not be at the top of your to-do list. My goal is to be your accountability partn... See More

Socialyte Capital
17 miles from La Puente, CA
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Noa Hoffman, CFP, CFP

Equalis Financial
17 miles from La Puente, CA
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Leighann Miko, CFP, MST
Hello. We're Equalis Financial and we have the financial help you're looking for.
Our doors are open to all in addition to our expertise and specialized knowledge in working with particular demographics.
Focused whole-heart... See More

McIntosh Capital Advisors, LLC
17 miles from La Puente, CA

McIntosh Capital Advisors LLC is a fee-only Registered Investment Advisory Firm committed to helping you achieve the goals that will provide you the greatest long-term satisfaction. Your success is our success, and as a fee-only firm, our only loyalt... See More

Highlights: Pension Plan Design & Management, Annuities & Life Insurance, Estate Planning, Income Tax Planning, Investment Services, IRA, Retirement Planning, Investment Consulting, Corporate Bonds, Women's Issues, NAPFA Member, Investment Advice, Socially Responsible Investments, Cash Management & Budgeting, 403B Plans, Sudden Money Institute Advisor, Investment Policy Statements, Fee Only, Comprehensive Financial Planning, Retirement Distribution Plan
Marco Scalco
19 miles from La Puente, CA
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Our purpose at Scalco Financial is to help provide our clients with clarity and peace of mind concerning their tax and financial affairs. We offer independent advice and services in the inter-related fields of income tax and wealth management. As our... See More

Highlights: Annuities & Life Insurance, Stocks, IRA, Special Needs Planning, Financial Planning, CFP ®, Investment Services, Income Tax Planning, Fiduciary, Retirement Income Planning, Retirement Planning, Financial Planning Advice And Services, Young Investors, Certified Financial Planner, Advisory And Investment Management, Women's Issues, Comprehensive Financial Planning, Disability Income & Long Term Care Insurance, Sustainability, Wealth Management
Schultz Financial Management Corp.
19 miles from La Puente, CA

Richard Schultz, BS, CFP
Specializing in active management, we serve investors seeking attractive investment returns with less risk than what can ordinarily be achieved through traditional methods of diversification.
We believe that the key to succe... See More

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