3 Best Financial Services in Fontana, CA

“Noemy Rubio is a financial planner at Primerica Fontana, providing personalized retirement plans for individuals and employers. Her approach is education-based, equipping clients with financial tools to achieve their desired goals. By allowing clients to choose professional asset managers and models, she helps them fulfill their investment and financial objectives. The financial planning team at Primerica is dedicated to optimizing investment portfolios, growing savings, and minimizing lifetime taxation, offering only solutions that meet clients' most significant financial requirements at competitive prices. If your needs change, Primerica can adjust your investment strategy and model selection accordingly. You can contact them for a consultation without any obligation to determine whether they are the right fit for you.”

“DH Financial & Insurance Services aims to provide a family-like experience for their clients and ensure their wealth is in trusted hands. David A. Hjorth is the Founder and Executive Director of DH Financial & Insurance Services. He has developed plans for clients that help crystallize their objectives and provide a long-term vision matching their life's passions, priorities, and purpose. Nicholas D. Hjorth is the partner of DH Financial & Insurance Services. He primarily focuses on auditing and financial statement analysis for Fortune 500 companies, large nonprofits, and initial public stock offerings. DH Financial & Insurance Services will be able to help guide you toward a bright and prosperous future with strategies that are tailored to your specific situation. With their professional guidance, you'll feel empowered to make informed decisions and take control of your financial life.”

“Perry Watkins is the Regional Vice-President of Primerica. He wanted to help his neighbors and the residents of Fontana and the surrounding communities with their financial and life goals with a personalized investment strategy. His highest priority is to create value and peace of mind for my clients. Whether you are interested in financial products, investment services, term life insurance, or a mortgage loan, Perry Watkins can help find the financial solutions that meet your needs. He prides himself on providing excellent customer service to each person who walks through his office doors. He strives to treat each customer the way I’d want to be treated – with respect and integrity. He welcomes Fontana residents to call or visit his office to see how he can help them achieve their financial goals and dreams.”