Best Financial Services in Santa Clarita, CA

Handpicked Top 3 Financial Services in Santa Clarita. How can we actually say this? Our 50-Point Inspection includes everything from checking customer reviews, history, complaints, ratings, satisfaction, trust and cost to the general excellence. You deserve only the best!


Since 1995

Investment Planning and Strategies, Retirement Planning, Insurance Services, Estate Planning, Business Planning and Executive Benefits.

We’ve been honored as “Best Investment Advisor or Company” in the Santa Clarita Valley, California for 2007, 2008 & 2009.

This office came by word-of-mouth by a former neighbor who works for this company. In this economy I wanted to be careful who to trust my remaining nestegg of monies with. One call later, I was set-up with Danika Sanchez in this office. Our first meeting was a week ago. Understandably I was cautious, but after the first 5-minutes with Danika I knew my friend set me up with the perfect match. We are alike in spirit and outlook and the mission of this office is long-term investment, thus co

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23734 Valencia Blvd, Ste. 301, Santa Clarita, CA 91355


Credit Advisory, Technical Assistance, Tax Preparation & Compliance Services, Online Payroll Services, SBA Loan Paperwork Preparation.

Hours: Mon - Fri:9:00 a.m. – 6:00 p.m. Sat - Sun:Closed

Sean and Kenny are fantastic. As a small business owner, I am on the lookout for financing options, and Sean and Kenny spent the time and effort to really understand my business and then offer tailored solutions for my business' needs. They're all about the customer, even if it's not within their current range of products. I felt like I received financial consulting from two knowledgeable friends. Great experience overall!

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25350 Magic Mountain Parkway, #300, Santa Clarita, CA 91355


Investment Management, Estate Planning, Financial Planning, Retirement Planning, Insurance, Annuities, Tax Planning.

Hours: Mon - Fri:9:00 a.m. – 5:00 p.m. Sat - Sun:Closed

They are very helpful and courteous, they were informative and helped with my financila planning needs.
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25419 Altos Drive, Santa Clarita, CA 91355