Please join us in wishing our Managing Partner, Steven Bailin, CFP?, a very happy birthday!?? We hope you have a wonderful day and weekend celebrating!??
Orion Capital
金融服务
Westlake Village，California 516 位关注者
We believe wealth management goes beyond financial planning—it’s about safeguarding your legacy for generations to come.
关于我们
At Orion Capital, our experienced financial advisors are dedicated to helping clients meet their financial and life goals. We’ve helped our clients celebrate achievements, endure challenges and plan for the future—offering advice and guidance at every step. That’s because we see ourselves as much more than an investment firm. We strive to be a loyal partner and friend, always ready to help you navigate obstacles and pursue your life’s greatest goals. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Chris Francis,?Jeff Prince, Steven Bailin, Jodie Cohen, Burke Francis and?Eric Wasserman are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor. Jeff Prince CA Insurance Lic #0C50169, Steve Bailin CA Insurance Lic #0A02243, Jodie Cohen CA Insurance Lic #0A66041, Burke Francis CA Insurance Lic #0A37005,?Eric Wasserman CA Insurance Lic #0E23362. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/
- 网站
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https://www.orioncapital.investments
Orion Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Westlake Village，California
- 类型
- 私人持股
- 创立
- 2023
- 领域
- Financial Services、Wealth Management、Financial Planning、Financial Advisors、Retirement Planning、Asset Management、Estate Planning、Charitable Gift Planning、Insurance、Long-Term Care、Tax Planning、Trust Services和Risk Management
地点
Orion Capital员工
动态
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??? The Dark Side of Deals: Beware of Cyber Monday and Black Friday Scams ??? While hunting for bargains, stay alert to avoid scams. Watch out for fake websites, too-good-to-be-true deals, fake order confirmations, gift card scams, shipping scams, social media scams, fake reviews, and limited-time offers. Stay safe and happy shopping! ???? #BlackFriday #CyberMonday #ShopSmart #StaySafe #AvoidScams #HolidayShopping #ConsumerAwareness #ProtectYourself https://lnkd.in/grVukGvN
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Trade dynamics have shifted considerably since President Trump’s first administration. Reshoring among U.S. businesses and headwinds to the Chinese economy may limit the inflationary impact from rogue trade policy. To find out more: https://lnkd.in/gEH_ckAH
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?? “It’s a funny thing about life, once you begin to take note of the things you are grateful for, you begin to lose sight of the things that you lack.” - Germany Kent ?? Shift your focus to gratitude and watch how abundance flows into your life! ??? #Gratitude #PositiveMindset #Abundance
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The clouds of uncertainty parted last week as former President Donald Trump decisively won the U.S. election, making him the second U.S. president to win non-consecutive terms (Grover Cleveland was the first to do it back in 1892). Investors welcomed the news with renewed risk appetite, bidding the S&P 500 to its 50th record high of the year on Friday. To find out more: https://lnkd.in/gYfMgiQg
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High-net-worth individuals are transforming philanthropy by integrating it into their wealth strategies. From strategic planning and establishing private foundations to collaborative giving and impact investing, these six strategies can help you become a super-giver. ???? #Philanthropy #GivingBack #WealthManagement #ImpactInvesting #FamilyPhilanthropy #StrategicGiving #SuperGiver #HNWPhilanthropy #CharitableGiving #LegacyBuilding https://lnkd.in/g9j99Nu4
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This Veterans Day, we salute the brave men and women who have served our country with dedication and courage. Your sacrifices and commitment to protecting our freedoms are deeply appreciated. Let’s also remember the families who support them every step of the way. Thank you for your service. ???? #VeteransDay #HonorOurHeroes #Gratitude #Family
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As we age, planning for the future becomes crucial, especially for long-term care. October is Long-Term Care Planning Month, the perfect time for married couples to discuss these important considerations. From assessing care needs to financial and legal planning, early preparation ensures both partners are cared for, maintaining quality of life and financial security. ??? #LongTermCare #MarriedLife #FuturePlanning #HealthAndWellness #Caregiving #FinancialPlanning #LegalPlanning #AssetProtection #EarlyPlanning #LTCMonth https://lnkd.in/gAwcMTjQ
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With today's election in full swing, it's important to remember to keep calm and carry on when it comes to your investment strategy. We saw these great visuals from Ritholtz Wealth Management today and had to share. #Election #Investments #StockMarket
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Today, Election Day, we discuss potential stock market implications of various possible outcomes. But before we get into that, we offer our regular public service announcement around elections and investing. Political views are best expressed at the polls and not in portfolios. To find out more: https://lnkd.in/e_R6JAw5
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