CALIFORNIA CONSUMER

Many financial advisors can provide investment advice. A personalized plan from an experienced planner can be more difficult to find. At Angelo & Associates Financial Planning Group, we specialize in comprehensive financial planning, helping families and business owners bridge the gap between today's reality and tomorrow's retirement goals. We seek to serve as a client's professional partner as they navigate life's obstacles, goals, and celebrations... As an independent firm led by Raymond Angelo, a CERTIFIED FINANCIAL PLANNER™ professional supported by broker-dealer LPL Financial, we have the resources, tools, and services typically found at national firms, while offering the personalized attention, frequent communication, and tailored strategies of a small practice. We work with a select number of clients in order to provide a high level of service to each person... We understand that people rely on advisors for trusted financial advice and we do not take this responsibility..

Primary location: Clark United States