Claremont Financial Group

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245 Fischer Ave Ste A4
Costa Mesa, CA 92626

Claremont Financial Group (CFG), based in Costa Mesa, CA, specializes in personal financial planning and fee-based asset management services for individuals, families, non-profits, and corporations. With a commitment to a fiduciary standard since 1994, CFG focuses on helping clients organize, simplify, and optimize their financial goals while providing ongoing education to enhance investor confidence.

The CFG team, led by experienced professionals including Certified Financial Planners and Chartered Financial Consultants, emphasizes personalized service and unbiased advice. By identifying and managing various financial risks, CFG aims to guide clients toward achieving their financial peace of mind and long-term objectives.

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