3 Best Financial Services in Riverside, CA

“Tony Massoud is a Licensed Financial Representative with Primerica. His highest priority is to create value and peace of mind for the clients. 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 he wants to be treated, with respect and integrity. Primerica welcomes Riverside residents to call or visit their office to see how they can help residents achieve their financial goals and dreams. Whether you are interested in financial products, investment services, term life insurance, or a mortgage loan, they can help find the financial solutions that meet your needs. Let them assist you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security, including income protection, retirement protection, debt solutions, and education funding for your children’s educational expenses.”

“TriCord Advisors, Inc. provides comprehensive financial plan development over 3 to 4 meetings, either virtually or in person. Randy Barkley is the founder of TriCord Advisors, Inc. TriCord Advisors team offers a pathway to a successful financial future and guideposts to help keep you on track toward your personal and professional goals. Once they have a clear objective, they will ensure all aspects of your finances steer in the same direction. They have a fiduciary commitment to you and always focus on your best interests. They are a fee-based advisor, so their compensation is primarily from client fees. They create a set of personalized objectives—for the short, intermediate, and long term—that will help fulfill your overall financial strategy. They charge a one-time fee for the initial plan development, and then going forward, they charge a fee based on assets under management.”

“CPA Financial Advisors Inc. has been instrumental in guiding their clients on their journey to and through retirement. Lynette is CEO and Managing Director of CPA Financial Advisors Inc. who specializing in retirement and tax planning for individuals and small businesses. Lynette is a 1990 graduate of Cal Poly Pomona (BS in Business Admin/Accounting) and has worked for small and medium-sized accounting firms in the Inland Empire. Lynette received her CPA license in September of 1995. She was Chair of CalCPA’s State Personal Finance Committee (2020-2022) and is a member of the California Society of Certified Public Accountants. Lynette is an executive board member of REBIRTH HOMES, a non-profit supporting survivors of human trafficking since 2012. She is registered in California to implement those plans using fee-based and commission-based investment solutions such as stocks, bonds, mutual funds, variable annuities, life insurance, long-term care, and disability insurance.”