Your financial advisor in Temecula will work with you to create tailored wealth management strategies. Find a financial advisor near you.
A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kennedy Shaw is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Temecula, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
Yvette Papazian Spillman is the founder and CEO of Wealth Protection Partners, and serves as a Registered Investment Advisor, Advanced Tax-Reduction Strategist, and Professional Retirement Planner. She has been dedicated to serving her clients since 1999. Yvette holds multiple professional licenses and industry certifications. She now proudly serves her clients in California, and has a broad reach to serve clients in all 50 states.She comments, In my 21 plus years of experience, I find that my business owners and individual clients both suffer from a common problem being taxed to death. Its our responsibility as citizens to pay our taxes, yet we are taxed at every turn and sometimes, grossly overtaxed. I found that in digging into this issue, there are strategic ways that the IRS allows, to significantly reduce taxation both to a business, and to an individual. By building my practice around these unique and little known methods, I am able to truly make a difference in my clients personal and business lives. Additionally, I enjoy to get to know them and be of assistance with other important planning steps necessary to have a successful retirement.My philosophy is that retirement can be likened to a puzzle, with many pieces needed to make a complete picture. Taxation, Social Security, Medicare, 401k / IRA, guaranteed income streams, planning for expensive long-term care needs these are just some of the important pieces that need to be addressed ahead of time. Thanks to advances in medicine, we are living longer and stronger, but will your money last as long as you do? Its my job to help you make sure that it does! I believe in putting money back in my clients pockets, then helping them preserve and grow that money. In a nutshell, it should be about preservation and peace of mind. By dedicating her time and efforts to her clients, Yvette has come to be known as a trusted advisor and family friend to her clientele.Yvette settled in Temecula, CA, where she cares for her elderly mother after the recent passing of her beloved father. A native New Yorker, Yvette enjoys traveling, and horseback riding. In 1998 she founded a non-profit organization for dog and horse rescue, affectionately named Unconditional Love Foundation. She continues down to today, working for the care and betterment of animals and people.
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.
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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.
Opening soon
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.
Closed now
Welcome to Merrill Lynch in Temecula, 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.
