3 Best Financial Services in Fairfield, CA

“Integrated Wealth Solutions, LLC delivers independent, trusted advice and customized managed portfolios by their team of financial professionals. Ted brings more than three decades of financial planning and portfolio management experience to his clients. As a Certified Financial Planner, Ted focuses on providing fee-only financial planning, retirement income analysis, and portfolio management for individuals who are just getting started, preparing for retirement, or experiencing a sudden life event. Integrated Wealth Solutions, LLC will build a plan that aligns your wealth with what matters most in your life. Their free assessment will show you step-by-step how to reach your goals, invest smarter, and optimize income.”

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“Solano Wealth Management, Inc.'s mission is to help its clients accumulate, manage, and preserve multi-generational wealth by offering sound financial advice and appropriate products and services to meet their needs. Their entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. Rufus Williams is the founder of Solano Wealth Management. Rufus began his career in the financial services industry in 1993 after receiving his Bachelor’s degree with honors in economics and finance. He takes a multifaceted approach to wealth management by offering a variety of investing options and expertise to his clients. He specializes in retirement strategies and helping clients with their long-term care and life insurance needs. He has been honored throughout his career; the recognition of which he is most proud is being the recipient of the California Commendation Medal from the California Army National Guard in January 2008 for his financial guidance and counsel to widows of service members during the Iraq war.”

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“Truevir Financial's focus is on tax-free retirement, but they also help individuals consolidate debt and build their wealth. Their primary business function is to educate and strategize with their clients in a way that is consistent with their stated goals and objectives. Truevir Financial listens to your concerns, reviews your current situation, and then makes recommendations based on what they believes to be best for you. Their strategists will walk you through and explain all of their financial instruments, step by step. Let their team help you structure retirement plan solutions that assist business principals and employees in saving for retirement.”

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