Diamond Valley Insurance Services

For over thirty five (35) years MD Brown Financial has been committed to helping you realize these rewards. We assist individuals and businesses in defining objectives and managing finances so they can more readily achieve their short and long term goals. We offer insurance and securities products and services that are focused on each client's unique situation and special requirements. In the end, your financial success is our reward. We hope you will consider the guidance of MD Brown Financial the first step toward securing your dreams. You may rely on us for: *Personalized Financial Strategies *Investment and Savings Analysis *Retirement Planning *Cash Flow Analysis *Reviewing Life and Disability Income Insurance Coverages *Reviewing Asset Allocation *Employee Benefit Programs *Reviewing Business Agreements *Pension Plan Design 401(K) etc. *Personalized Employee Appointments *Non-Qualified Deferred Compensation Programs

Platinum Wealth Management, based in Murrieta, CA, is a team of experienced financial consultants dedicated to providing personalized investment strategies for their clients. With over 20 years of industry expertise, President Jonathan Lopez leads the team in offering a range of services, including diversification and growth opportunities. Manager of Operations Charles Barr brings a wealth of experience in process development and quality management to the firm, ensuring efficient operations and client satisfaction. Licensed to sell securities in multiple states, Platinum Wealth Management prioritizes individualized financial solutions tailored to each investor's unique goals and needs.Generated from the website