3 Best Financial Services in Santa Ana, CA

“Liberty Capital Management, Inc. is a firm providing comprehensive wealth management for individuals and corporations within a personalized philosophy and professional environment. Their team of professionals has years of experience in financial services. They can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, their personalized service focuses on your needs, wants, and long-term goals. Liberty Capital Management, Inc. clients know they will always strive to fulfill their highest expectations. Every advisor specializes in a specific area of the financial services industry. In addition, each advisor is assisted by a complete support staff of well-trained assistants who utilize state-of-the-art technology.”

“Golden State is a multi-custodial firm that provides its community of advisors with an extensive support network in today’s complex markets. They are comprised of Golden State Wealth Management, Golden State Equity Partners, and Golden State Asset Management, which are investment advisers registered with the SEC, dedicated to financial professionals and their clients. John Nahas is the founder and CEO of Golden State. After graduating from the University of Southern California, Marshall School of Business, John began his career in financial services as an Internal Wholesaler for MetLife Investors in 2001. He recognizes opportunities to work with and help advisors achieve their vision, paying close attention to their personal and business goals.”

“Danilo Francis is a licensed Primerica Financial Representative. He became a financial representative to help his neighbors in Santa Ana and the surrounding communities achieve their financial and life goals through a personalized investment strategy. His main goal is to make sure his clients feel secure and happy with the value he provides. Whether you are interested in financial services, investment services, or term life insurance, he can help you find the financial solutions that meet your needs. He strives to treat each customer how he would want to be treated with respect and integrity. He welcomes Santa Ana residents to call or visit his office to see how he can help them achieve their financial goals and dreams.”