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We are a full-service financial planning firm with local Orange County roots. We provide services related to retirement planning, investment planning, risk management, Social Security planning and college funding. We offer a fee-based fiduciary investment platform in addition to traditional insurance and investment products.
Help people, as advocate saving homes, from foreclosure, and taxes.
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At Correa & Associates, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Huntington Beach, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Book in for a complimentary, comprehensive wholistic planning session with one of our licensed professionals and see the power of our strategies
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