3 Best Financial Services in San Bernardino, CA

“Chris Stannard assists his neighbors in achieving their financial and life aspirations through personalized investment strategies. He and his team strive to treat each customer the way they want with respect and integrity. His top priority is to deliver value and peace of mind to his clients. He takes great pride in offering outstanding customer service to everyone who enters his office. Whether you seek financial services, investment advice, or term life insurance, he is dedicated to helping you find the financial solutions that best suit your needs. Primerica uses their complimentary, confidential, and customized Financial Needs Analysis (FNA) to help clients understand where they are financially and to map out a program to achieve their goals.”

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“Lindsey Financial Inc. has over four decades of experience as financial advisors. They offer a full range of financial planning services for high-net-worth families, business owners, and investors. Bill Lindsey is the founder of Lindsey Financial Inc. Bill began his education taking Police Science at Valley College in San Bernardino in 1967 for the CHP. He later joined New York Life Insurance Company as an agent in 1983. His business then evolved into financial planning, at which point he attended The American College in Bryn Mawr, Pennsylvania. Bill holds a Master's Degree in Financial Services, an Accredited Estate Planner designation, and a Registered Financial Consultant designation. He also has specialist certificates from the American College in Business Succession, as well as Pension and Executive Compensation Planning. Bill is an Investment Adviser who does financial planning through Lindsey Financial, Inc., a registered investment adviser.”

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“Raymond James Financial focuses on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Their holistic planning considers every aspect of your financial future to create a plan that's right for you. Whether it's paying for a loved one's education, giving to your favorite charities, transferring wealth to the next generation, selling a business, or ensuring you have the care you need as you grow older, a personalized plan takes into account all your goals. Raymond James Financial focuses on you and your financial well-being because they believe planning and advice should extend well beyond simple asset allocation. Their financial advisors excel in bringing together all elements with advanced advice and detailed long-term plans.”

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