3 Best Financial Services in Santa Clarita, CA

Here’s The Deal:
Free Financial is one of the leading financial services in Santa Clarita, California. Chris M. is the owner of the firm. He has prepared income tax returns for over ten years, is a life insurance expert, holds a degree in accounting, and is committed to ongoing long-term education in his field. He is also active in local charities and goes out of his way to help his community. The staff at Free Financial have over ten years of experience assisting people in preparing their taxes and offering financial planning solutions. They formed Free Financial in 2012 to expand their ability to reach and help more families needing fair and honest financial and tax preparation services. They provide a free financial plan that helps families get on the right track financially by developing a personalized comprehensive plan. Their customers also appreciate their affordable investment management, life insurance, and tax preparation services. The team believes in putting the customer first and providing value at a fair price.

Here’s The Deal:
Prestige Financial Advisors is a family-owned financial planner in Santa Clarita, California. Jeff McCarty is the president and financial advisor of the firm. He holds his Series 65 – Investment Advisor Representative with Simplicity Wealth LLC, an SEC-registered investment advisory firm, a CA Life and Health Insurance license, and his CA Property and Casualty Insurance License. Jeff McCarty and his team are committed to helping you achieve your lifetime financial goals and dreams. Together, they will utilize a process to help eliminate fear, anxiety, and hassle in dealing with your financial affairs. Their concerted planning solutions aim to manage your wealth according to your individual goals strategically. They are consistent in their process, adamant in their philosophy, and unwavering in their integrity as they work with and relate to their clients. Their experience, dedication, and ability to deliver are key to developing planned solutions that are timely and focused on achieving your financial goals. They provide straightforward solutions designed to help grow your assets, reduce risk, minimize taxes, and protect what is precious to you.

Here’s The Deal:
Total Financial Solutions, Inc. is a well-known financial planner in Santa Clarita, California. Arif M. Halaby is the owner of the firm. As President and CEO of Total Financial Solutions, he has over 24 years of experience as a financial professional and specializes in designing retirement strategies. Arif M. Halaby is insurance licensed in 14 states and holds the designation of CEP as a Certified Estate Planner in the state of California. He has dedicated his life to protecting people. The Total Financial Solutions, Inc. team helps retirees learn how to protect their savings using specific retirement income strategies. Their mission is to help you prepare for your future by creating safer retirement strategies. The firm is located 1.5 miles from downtown Santa Clarita.