At Lighthouse Financial we believe that the pathway to your success begins with the ability to harness resources and intellectual expertise in order to design a financial strategy specifically for you. We also know that long-term relationships require transparency, integrity, and respect. This is why we are among a select group of firms which hold the designation of "FEE-ONLY." This means that we DO NOT receive commissions or back-end benefits for any services or products that we recommend. So whether you need investment management, financial planning, or tax services, when you are a Lighthouse Financial client you can be assured that we are there for YOU from start to finish.
Making Sense of Investing 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.
Welcome to Merrill Lynch in Brea, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
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