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Investment services in Fullerton, CA

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Mariner Wealth Advisors provides 360-degree advice designed to last by creating a financial strategy designed to change with you.

Rocio Isabel Rodriguez is a Licensed Financial Representative with Primerica serving FULLERTON and its surrounding areas.

Victor Samuel Williams is a Licensed Financial Representative with Primerica serving FULLERTON and its surrounding areas.

Stone Financial Services

At Stone Financial Services, we take pride in providing the personal care that you deserve. While most are nervous about what tomorrow brings, one thing you can always count on is a warm and compassionate voice to comfort you in times of need. Earning respect for mutually reflecting common values and allowing a personal forum for those to take the time to share. We promise our service excellence to: Individuals, Family's, Business's, CAL/PERS members, CAL/STRS members,. 401(k), 403(b), IRA/IRA Rollover, Roth/IRA, Roth/IRA Conversion, Life Insurance, Long Term Care Insurance, College Plans, Annuities, CD's and Mutual Funds. Helping to build a stronger relationship between you and your financial future. Contact us today for a personal consultation. Securities Offered Through Broker Dealer Financial Services Corp. Member FINRA & SIPC.

Retirement Distribution and Wealth Management Strategies

Mr. Peralta's support staff is comprised of two experienced, specialized, full-time college educated assistants. His assistants are fully securities and insurance licensed to competently handle clients' needs.

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