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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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.
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Morgan Stanley is a worldwide financial services firm that provides securities, investment banking, wealth and investment management and credit services. It operates through a professional staff of more than 40,000 and has over 600 offices in more than 30 countries. The company provides a variety of services, such as sales and dealing, research and development, asset banking and management services. In addition, the company offers brokerage services to professionals who specialize in risk management and international operations. The firm clients include institutions, organizations, individual investors, corporations and government agencies. Morgan Stanley, established in 1935, is located in Long Beach, Calif.
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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, Kevin John Marumoto 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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