3 Best Financial Services in Palmdale, CA

Expert-recommended Top 3 Financial Services in Palmdale, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

3+ YEARS IN TBR
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SANDY BENITEZ

PRIMERICA 445 West Palmdale Boulevard, Suite A,
Palmdale, CA 93551 Directions

Since 1988

Specialty:

Income Protection Retirement Protection Debt Solutions Financial Products Education Funding Term Life Insurance Financial Needs Analysis Investments and Savings

"Sandy Benitez is a financial advisor at Primerica located in Palmdale, California. Sandra Cecilia Benitez is a Senior National Sales Director at Primerica with over 35 years of experience in this industry. Primerica guides people to achieve their financial needs and a better financial future by helping and teaching them work concepts for approximately 2.5 million client accounts. In addition, they provide the best solutions aimed at assisting families in achieving their financial goals, understanding their personal financial needs and wants. They serve as complimentary, confidential, and customized services for every family. They provide services for Hawaii, Maryland, Michigan, California, Alabama, Arkansas, Arizona, Florida, Nevada, and Texas.

2026 Highlights: Sandra Benitez is a Life Insurance Representative."

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License #0A64594

Contact:

(661) 273-9600 (661) 992-3962

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WESCOM FINANCIAL

39575 Trade Center Drive,
Palmdale, CA 93551 Directions

Since 1934

Specialty:

Financial Planning College Planning Estate Planning Retirement Planning Wealth Management

2026 Highlights: Wescom Financial offers financial solutions, resources, and tools, while maintaining the personalized service you have come to trust. Their Financial Advisors have been helping members exceed their retirement goals for many decades. Sheldon Reed is a Financial Advisor at Wescom Financial. He completed his MBA from the National University, San Diego. He holds Accredited Asset Management Specialist (AAMs) and Series 7, Series 63 and Series 65. He offers advice tailored to the specific needs and takes pride in establishing one-on-one, long-term relationships with clients. His goal is to completely understand your financial aspirations in order to develop the right custom plan to meet your financial needs.

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License #0C25317

Price:

Financial Planning and Consulting Services per Hour $500

Discount:

Earn upto $200 with Referrals

Contact:

(888) 493-7266

Mon-Fri: 9am - 6pm
Sat: 9am - 2pm
Sun: Closed

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THE SILVA GROUP

MORGAN STANLEY 1137 West Avenue M-14, Suite 104,
Palmdale, CA 93551 Directions

Since 1991

Specialty:

Wealth Management Asset Management Financial Planning Retirement Planning 401(k) Rollovers Alternative Investments Annuities Professional Portfolio Management Estate Planning Strategies Lending Products Executive Financial Services Trust Services Wealth Planning Stock Plan Services Business Planning

"The Silva Group is one of Morgan Stanley's financial groups. Louis Bill Silva is the executive director of the firm. He works closely with accomplished individuals, businesses, and retirement-focused investors, helping them with everything from goals-based planning and asset allocation to portfolio management. He believes that a comprehensive approach to wealth management with well-defined goals is critical to producing the best possible outcomes for each client. Louis Bill Silva has over 25 years of experience helping clients focus on their short. and long-term goals. He started The Silva Group at Morgan Stanley in 2011 and completed a degree from the Wharton School of Business and the University of Chicago Booth School of Business. They value establishing trusted relationships with their clients through reliable face-to-face service.

2026 Highlights: The Silva Group's mission is to provide clients financial confidence by providing personalized investment strategies designed to meet individual needs."

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License #0B21702

Contact:

(661) 575-9873 (800) 769-6641

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