TOTAL FINANCIAL SOLUTIONS, INC.
24322 Main Street, Newhall, Santa Clarita, CA 91321 DIRECTIONS
Since 1996
Here’s The Deal:
Total Financial Solutions, Inc.'s mission is to help you prepare for your future by creating safer retirement strategies. Arif M. Halaby is the President and CEO of Total Financial Solutions, who has 20 years of experience as a financial professional specializing in designing retirement strategies. He helps people save money and create retirement strategies to fit their financial retirement needs. This Firm is 1.5 miles located from the downtown of Santa Clarita.
SPECIALTY:
Long-Term Financial, Income and Retirement Savings Strategies, 401k Rollovers, Investment Management, Fixed Index Annuity, Insurance, Tax & Retirement Planning
TBR® Inspection Report:
INFINITY WEALTH MANAGEMENT
23734 Valencia Boulevard, Suite 301, Valencia, Santa Clarita, CA 91355 DIRECTIONS
Since 1995
Here’s The Deal:
Infinity Wealth Management is an independent firm with about 30 years of experience. The firm's process includes client-focused meetings to uncover your needs. They want to understand your history, experiences, and desires and gather all information needed to put a plan together that is indeed developed for you and in your best interest. Infinity Wealth Management uses all of the resources available to them as independent advisors to find what makes sense and pride themselves on treating each individual, family, or business as unique and special. They see the best solutions to fit their clients' needs, and their only interest is to have your plans and portfolios meet your financial objectives. They offer a variety of wealth management services to help you achieve your goals.
SPECIALTY:
Investment Planning and Strategies, Retirement and Insurance Services, Tax-Exempt, Estate, Business Planning and Executive Benefits, Family and Income Protection, Retirement & College Funding
Best Investment Advisor or Company in the Santa Clarita Valley, California for 2007 to 2009
TBR® Inspection Report:
PRESTIGE FINANCIAL ADVISORS
27225 Camp Plenty Road, Suite 5, Santa Clarita, CA 91351 DIRECTIONS
Since 1996
Here’s The Deal:
Prestige Financial Advisors is an independent wealth investment, retirement, insurance, and legal document assistance financial planning services firm. The firm helps retirees, pre-retirees, and clients of all backgrounds receive the economic direction, growth, value, and security they need and deserve to secure their financial independence. Prestige Financial Advisors has helped thousands of clients achieve excellence by adhering to their unwavering commitment to the economic success of each and everyone they serve. They provide clear, straightforward solutions designed to help grow your assets, reduce risk, minimize taxes, and protect what is precious to you. You can get a free consultation.
SPECIALTY:
Retirement Income Planning, Traditional and Educational IRA, Fixed Indexed Annuities, Investment Management, Personal and Commercial Insurance, Stocks, Bonds, Other Alternative Investments, Mutual Funds, Trust, Estates and Legacy Planning, Roth Conversions, Asset Protection & Long Term Care