Best Financial Advisors in Santa Clarita, CA

“Not only have I received very positive results with my investments, but they are careful to make sure i am updated on my investments and the progress---something I NEVER received working with major stock broker firms in the past.”

“As a practicing dentist with a lot of expenses and overhead, it's important for me to find someone who is good at communicating and is also efficient and attentive to detail.”

“Best accounting services and financial/business advice in 30 years bar none!”

“The OWM team is always professional, knowledgable and personable in helping me get my finances in order to start a business while keeping my retirement plan on track.”

“Victoria uncovered hidden money and helped me get a better settlement!”

“Providence Financial Management”

“Great , professional and ethical service.”

“Syndicated Capital, Inc. is a registered Broker/Dealer, Member FINRA & SIPC, and not a bank. Investment advisory services are provided by Syndicated Capital, Inc., a registered investment advisor. Where appropriate, Syndicated Capital, Inc. has enter...”

“You can fund your account using a transfer, rollover or a cash contribution. A transfer occurs when funds from the same type of account are moved from one financial institution to another (i.e., moving funds from your Traditional IRA at Company A to ...”

“My little sister is there”

“Great firm very caring and decent staff with lots of knowledge, thank you for your help in my case”

“Smart, trustworthy financial advisors.”

“Whether you are a small business owner, a manager at a mid-sized corporation, or a self-employed freelancer, the team at Trinity Small Business Solutions is at your service. We offer comprehensive, cost effective bookkeeping and IT services available...”

“Capital Intelligence Associates is a full-service independent wealth management firm with a clear understanding of the financial world and its constantly changing landscape. Rely on us to be your financial resource, to look after you and provide guid...”

“Optimize investment portfolios, better understand risks and maximize value with superior market knowledge. We offer solutions for central banks, pension funds, insurance companies, foundations, endowments and family offices. Our bespoke advisory and ...”

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”

“In our final letter of 2020, we wrap up a tumultuous year with an eye towards what may shape up to be an equally daunting 2021 in markets. Global markets are poised to end the year in the continued state of Fed induced euphoria that has grown to a cr...”

“When I learned that Contrarian Advisors correctly predicted and their investment clients profited from the 2008 financial crisis, I wanted to learn more.”