Foronjy Financial
Foronjy Financial, with locations in San Luis Obispo and Santa Barbara, CA, is a registered investment adviser that specializes in managing investments, tax organization, and estate planning. The firm focuses on providing personalized financial solutions for clients experiencing sudden wealth, retirees from major companies like Raytheon and PG&E, and those preferring Fidelity as their custodian.
Dedicated to simplifying the financial onboarding process, Foronjy Financial offers a straightforward initial consultation designed to help clients prepare their financial future without unnecessary stress. Their comprehensive services include optimizing retirement accounts, enhancing Roth strategies, and planning for succession to preserve client legacies.
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