Brentwood Financial Advisors

We design portfolios that reflect your individuality. By partnering with carefully screened affiliates that include trust and asset management services, advanced financial planning tools, as well as corporate and executive services, we implement strategies that can help you get where you want to be. We also collaborate with your tax and legal experts as well as other financial professionals to help address the full breadth of your needs. As a team, we average over 30 years of experience. We use our collective wisdom to truly understand you and your family’s personal and financial goals. Our clients appreciate that we go above and beyond the traditional investment advice model. We changed the paradigm. We are about relationships. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. (424) 363-6862 Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

网站

https://www.brentwoodfinancialadvisors.com/

Brentwood Financial Advisors的外部链接

所属行业

金融服务

规模

2-10 人

总部

Los Angeles，California

类型

私人持股

领域

wealth management、investment management、Financial Planning和Portfolio Management