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M J Barta & Company is a reputable financial planning firm located in Palm Desert, CA. With a focus on providing personalized financial advice, they aim to help clients achieve their financial goals through tailored investment strategies and comprehensive planning services. Their expert team is dedicated to guiding individuals and families toward a secure financial future. Generated from this place's information

Our mission is to fulfill the insurance and financial services needs of our clients, and, in doing so, exceed their expectations for service, quality and value. We will work to be an integral part of our community so that we will know and understand the needs of our clients...

Thrivent Financial, operating in Palm Desert, CA, offers personalized financial planning services aimed at aligning clients' financial goals with their values, including budgeting, saving, retirement planning, and investing. Their approach emphasizes community involvement, guiding clients to not only manage their finances effectively but also to give back through volunteerism and charitable donations. With the support of experienced financial advisors, Thrivent helps clients establish a strong financial foundation and track their progress over time, ensuring ongoing guidance as life circumstances change. The organization is committed to making a difference, having mobilized millions in donations and volunteer hours to meet community needs across the country. Generated from the website