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Map of Santa Clarita, CAMap of Santa Clarita, CA

Financial Planners in Santa Clarita, CA

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1. Jim Davies Organ Service

Jim Davies Organ Service

21721 Jeffers Lane, Santa Clarita, CA, 91350

From Business: If your pump or reed organ needs repair or refurbishing, I am local and service most of the Los Angeles area and surrounding communities. Please call me to set up your…

2. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

24200 Magic Mountain Pkwy, Santa Clarita, CA, 91355

OPEN NOW:9:00 am - 4:00 pm

From Business: Welcome to Merrill Lynch in Santa Clarita, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

YP
110 Years
in Business

3. Sean Coumans - Financial Advisor, Ameriprise Financial Services

Sean Coumans - Financial Advisor, Ameriprise Financial Services

24343 Magic Mountain Pkwy, Santa Clarita, CA, 91355

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…

4. Bret Wims - Thrivent

Bret Wims - Thrivent

26639 Valley Center Dr Ste 104, Santa Clarita, CA, 91351

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Bret Wims is committed to providing financial advice,…

5. Adam Wims - Thrivent

Adam Wims - Thrivent

26639 Valley Center Dr Ste 104, Santa Clarita, CA, 91351

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Adam Wims is committed to providing financial advice,…

6. Wells Fargo Advisors

Wells Fargo Advisors

24180 Lyons Ave, Newhall, CA, 91321

YP
13 Years
in Business

7. Rick Grant

Rick Grant

23822 Valencia Blvd, Valencia, CA, 91355

OPEN NOW:9:00 am - 5:00 pm

8. Edward Jones - Financial Advisor: Heather C D'Angelo

Edward Jones - Financial Advisor: Heather C D'Angelo

25129 The Old Rd, Stevenson Ranch, CA, 91381

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

9. Parnum Financial

Parnum Financial

PO Box 220909, Newhall, CA, 91322

OPEN NOW:9:00 am - 5:00 pm

From Business: Since 1993, I have been assisting teachers with their 403(b) Plans (also known as a Tax Sheltered Annuity, or TSA for short). I also can advise you with other types of savings…

10. San Marino Financial Services

San Marino Financial Services

25726 Leticia Dr, Valencia, CA, 91355

OPEN NOW:9:00 am - 5:00 pm

From Business: San Marino Properties

11. Global Tax & Accounting

Global Tax & Accounting

23822 Valencia Blvd Ste 304, Valencia, CA, 91355

OPEN NOW:8:00 am - 5:00 pm

From Business: Global Tax & Accounting, Inc. has been successfully servicing our clients in Santa Clarita since 1960. As specialists in taxation matters we are proficient in Tax Preparation…

12. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

24300 Town Center Dr, Valencia, CA, 91355

From Business: Morgan Stanley, located in Valencia, Calif., isone of the leading financial institutions in the United States. The bank provides investment banking, brokerage and financial…

14. Morgan Stanley

Morgan Stanley

24300 Town Center Dr, Valencia, CA, 91355

OPEN NOW:9:00 am - 5:00 pm

15. Benefit Planners Financial

Benefit Planners Financial

24156 Creekside Dr, Santa Clarita, CA, 91321

16. Genesis Gold Group

Genesis Gold Group

Serving the Santa Clarita Area

OPEN 24 HOURS

From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy the peace of mind…

17. Matt Price - Financial Advisor, Ameriprise Financial Services

Matt Price - Financial Advisor, Ameriprise Financial Services

27201 Tourney Rd Ste 201V, Valencia, CA, 91355

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

18. Melanie Meyer - Thrivent

Melanie Meyer - Thrivent

28015 Smyth Dr, Valencia, CA, 91355

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Melanie Meyer is committed to providing financial advice,…

19. Casey Klein - Thrivent

Casey Klein - Thrivent

28015 Smyth Dr, Valencia, CA, 91355

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Casey Klein is committed to providing financial advice,…

20. Neal Larsen - Thrivent

Neal Larsen - Thrivent

28015 Smyth Dr, Valencia, CA, 91355

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Neal Larsen is committed to providing financial advice,…

21. Matthew Roxbury - Thrivent

Matthew Roxbury - Thrivent

28015 Smyth Dr, Valencia, CA, 91355

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Roxbury is committed to providing financial advice,…

22. Charles Schwab

Charles Schwab

26650 The Old Rd Ste 215, Valencia, CA, 91381

OPEN NOW:8:00 am - 5:00 pm

24. Center Pointe Group

Center Pointe Group

26639 Valley Center Dr, Canyon Country, CA, 91351

26. Alexander Financial Strategies

Alexander Financial Strategies

28245 Avenue Crocker Ste 102, Valencia, CA, 91355

OPEN NOW:9:00 am - 5:00 pm

27. David J Fender & Associates

David J Fender & Associates

27200 Tourney Rd, Valencia, CA, 91355

OPEN NOW:9:00 am - 5:00 pm

From Business: We offer a variety of services including complex tax preparation, accounting services, as well as comprehensive investment planning*. In addition to preparing and filing your…

YP
21 Years
in Business

28. EP Wealth Advisors

EP Wealth Advisors

27441 Tourney Rd, Valencia, CA, 91355

OPEN NOW:9:00 am - 5:00 pm

From Business: Financial planner in Valencia, California - Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows…

30. Valencia

Valencia

25350 Magic Mountain Pkwy, Valencia, CA, 91355

OPEN NOW:9:00 am - 4:00 pm
YP
83 Years
in Business