OCEAN VIEW INVESTMENTS GROUP

We are in the business of helping our clients work towards their financial goals. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial exposure to taxes, meeting your insurance needs and providing a plan designed with the goal to successfully transfer your wealth to your children and grandchildren... Welcome to the Ocean View Investments Group website! As LPL Financial Planners, we are here to provide financial advice and strategies that help you with wealth management, education planning, retirement planning, investment planning, and to address your insurance needs. We consider all questions, information and advice as it relates to and impacts your financial and life situations - then create a personal financial plan and strategy designed with the goal to help you meet your specific financial goals... We hope you find the information on our..

Primary location: Glendale United States