3 Best Financial Services in Palmdale, CA

“Sandra 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.”

“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.”

“Rocio Montagner is a financial advisor at Edward Jones. She has over 21 years of experience in the financial industry and has built a successful business through a time-tested, client-first strategy. Rocio Montagner's focus is to serve the long-term investor. She strives to develop personal relationships with her clients and their families. Edward Jones remain focused on delivering customized financial guidance through personal relationships with a high level of service. They work together to identify and prioritize your needs, assess your risk tolerance, and understand what impacts your current financial picture. Contact them to request an appointment.”