3 Best Financial Services in Visalia, CA

“Estella Valdovinos is a Financial Professional at World Financial Group. The team provides a top-tier financial services platform and expertise to help you achieve your financial goals. No matter your life story, their tailored approach to planning for retirement will meet you where you are and address your specific goals. For entrepreneurial-minded individuals looking to grow wealth on their terms, their turnkey system and experienced leadership can help you build your own business by supporting the needs of others. They help make the dream of financial independence possible for all their communities across North America. Their vision is to give people from all backgrounds the power to become financial services business owners so that every family can access financial knowledge, products, and resources to prepare for a better future.”

Read more

“Sequoia Financial, LLC was founded by Schad TenBroeck. The team at Sequoia Financial, LLC serves affluent households and local businesses around the Central Valley. They exist to build wealth, confidence, and security in their clients' financial lives. They want to keep their clients on track toward a meaningful and purpose-driven financial future. Their is to promote wealth, confidence, and financial security in the lives of their clients. Each client receives a personalized portfolio, and they always work as fiduciaries in their client's best interests. They help retirees save on taxes, invest better, and build a plan for all of life's possibilities. They provide employers with strategies to run a financially successful business and optimize the owner's personal finances.”

Read more

“Hermes Wealth Strategies is owned and managed by Jeremy Commeret, a dedicated Wealth Manager. He entered the financial industry early, beginning with his studies in the United Kingdom at Brighton University, where he earned his BA in International Accounting and Finance. He then earned his Master's in International Banking and Financial Studies at Southampton University in 2000. At Hermes Wealth Strategies, the team offers a unique financial planning experience. They are dedicated to providing the utmost customized service to help address the needs of every unique financial situation. Their mission is to assess each client's financial needs and goals, making them tangible and feasible. The cohesive effort of their team enables them to provide dynamic service to their clients, with each member bringing a new and refreshing perspective.”

Read more