Financial services in Long Beach, CA

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Long Beach, CA area, Curt L Kurtz will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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The Financial Literacy Group LLC, was created to help the world become more financially literate, one individual, one family, one business at a time. We are leaders in the virtual disruption of the financial services industry. We help people on Main Street manage their finances like those on Wall Street, by making their money work for them, eliminating debt, canceling interest, building equity and accumulating wealth.Debt Management, Estate Planning, Virtual Consultations, Asset Allocation, Insurance Planning, Financial Planning Services

We are fee-only fiduciary financial advisors specializing in retirement planning and wealth management. Our unique approach comes from our goal of mitigating today's volatile stock markets while optimizing investment performance. We believe investment advice, financial planning, and retirement planning should consider more than just traditional asset allocation, performance optimization and diversification. Our pledge to you is that we will design a plan to achieve your personal goals. By leveraging our knowledge, experience, and turnkey investment management we help, our clients with planning their successful retirement. Curtis Hill, Certified Financial Planner, and Irina Hill, CPA, MBA, Realtor bring all their unique skills to the table.

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We strongly believe that integrity, transparency, fairness, and honesty are the backbone of developing long-term relationships with our clients. We take a conservative approach to investment management, using asset allocation, diversification, and rebalancing, as needed, as helpful tools to build strong portfolios. We are committed to working in our clients' best interests and believe that patience and discipline in the investment process are key elements for successful long-term results.