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Santa Maria, CASanta Maria, CA
ALTUS Wealth Solutions is an investment advisory firm that helps clients in the Santa Maria metro maximize their financial resources. It offers a variety of services such as financial planning, investing, investment risk, and life insurance. Its founder and financial advisor, John D. Buerger, comes with almost 20 years of industry experience and adheres to the fiduciary standard of care. He founded the company in 2007 to provide clients with services that put their best interests forward. He is a Certified Financial Planner.
PO Box 13237, San Luis Obispo, CA 93406
San Luis Obispo, CA 93406
Foronjy Financial offers investment management services to the residents of Santa Maria and the surrounding areas. Understanding the value of people's time, its team of financial advisors helps clients remove risks from their retirement plans by avoiding critical 401(k) mistakes. Its principal wealth manager, Bryan Foronjy, who is also the firm's founder, is a Certified Financial Planner. He helps clients map a personalized retirement plan by listening to their needs and asking questions on their desired financial future.
956 Walnut Street Suite 200, San Luis Obispo, CA 93401
San Luis Obispo, CA 93401
Walpole Financial Advisors, LLC, is an advisory firm that helps families, individuals, and business owners in Santa Maria. The firm provides planning services that cover wealth management, charitable planning, and wealth enhancement. Its team of professionals assists with the management of business enterprises, investment portfolio creation, and retirement planning. One of them, Kirk Stovesand, is a certified public accountant. He is also a Certified Financial Planner and Certified Private Wealth Advisor.
70 Santa Felicia Drive, Goleta, CA 93117
Goleta, CA 93117