May you and your family have an abundant and joyful Thanksgiving holiday! ??????
Valley Strong Retirement & Wealth Management
金融服务
Bakersfield，California 39 位关注者
Our mission is to turn people’s financial possibilities into financial realities.
关于我们
We are Valley Strong Retirement and Wealth Management Group, the retail investment arm of Valley Strong Credit Union. Whether you’re looking for help with investment strategies, retirement planning, or Social Security and estate planning best practices, we are here to serve you. Our goal is to provide our clients with financial solutions tailored to their unique needs. With our consultative approach, we work one-on-one with you to create personalized strategies. Our mission is to turn people’s financial possibilities into financial realities. We work every day to create a better tomorrow for our children and families. Financial Services include: - Financial Needs Analysis - Investing Strategies - IRAs and 401(k)s - Retirement Planning - Estate Planning - Social Security - Annuities - 529 College Planning Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with Valley Strong Retirement & Wealth Management 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. 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.
- 网站
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https://www.valleystrong.com/retirement-wealth-management-group
Valley Strong Retirement & Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Bakersfield，California
- 类型
- 私人持股
- 创立
- 2003
- 领域
- Financial Services、Financial Planning、Retirement Planning和Wealth Management
地点
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主要
获取路线
11500 Bolthouse Dr
US，California，Bakersfield，93311
Valley Strong Retirement & Wealth Management员工
动态
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Financial Insights. Market News. Updated weekly. #MarketCommentary ???? https://lnkd.in/g5sSkH_8
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We've cooked up a special Thanksgiving recipe for you (and no, it doesn't involve turkey or mashed potatoes). Check out our latest blog for creating your perfect retirement recipe. https://lnkd.in/gafM4PHP
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Comprehensive year-end planning includes critically reviewing current income and projected future earnings. Ensure that you're optimizing timing and deducting expenses in compliance with current tax laws. An annual financial review can help bring focus and clarity to your overall financial picture. Get in touch to learn how we can help: https://lnkd.in/gafM4PHP
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No time to catch up on the latest market trends? Don't worry, each week we're bringing you new insights with our #MarketCommentary. Read more on the latest financial news here: https://lnkd.in/g5sSkH_8
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It's International Fraud Awareness Week. ?? Protect yourself against fraud attempts by regularly updating your passwords and pin numbers. Make passwords unique and hard to guess. You can also take advantage of two-factor authentication to help keep your accounts safe. Read our latest blog to learn more: https://lnkd.in/gafM4PHP
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The path from assets to impactful legacies must always start with a strategic giving plan. Strategic planning aligns your vision, values, and financial capabilities with your philanthropic objectives. Read our latest blog to learn more. https://lnkd.in/gafM4PHP
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Stay up to date with our latest Weekly Market Commentary! Posted every week on our website. Click the link to learn more. ?? https://lnkd.in/g5sSkH_8
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Meet Jumana, one of our Financial Advisors here at Valley Strong Retirement & Wealth Management. She provides a full range of financial products, services, as well as resources, to help clients realize their unique goals. Meet the full team at https://lnkd.in/gM42zmai
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