Heritage Planning Financial

Solomon Wealth Management is the result of a business that has transformed over the last 30 years. Brian Solomon began his financial service career as a registered representative with VALIC in 1987. He was trained and learned the basics of the financial service business. In 1992 Brian left VALIC to join LPL financial and established Solomon Financial Services. Over the next 20 years, as the business grew, the company's model changed to include more comprehensive asset management. In 2011, Solomon Financial Services became Solomon Wealth Management. With the addition of Candace Countryman as Office Manager, Solomon Wealth Management has continued to grow to better serve your financial needs.

Mischler Financial Group Inc., established in 1994, is the oldest diversity-certified broker-dealer owned and operated by Service-Disabled Veterans. With a mission to preserve and protect the interests of their clients, the firm has successfully completed over 2,700 Primary Capital Market transactions, showcasing their commitment to an inclusive and client-focused service model. As a Service-Disabled Veterans Business Enterprise, Mischler Financial Group is dedicated to providing a range of financial services, including Debt Capital Markets, Equities Trading, and Portfolio Analytics. The company is recognized for its innovative fintech-enabled Trade Execution Platform, designed to enhance client experiences in the dynamic financial marketplace. Generated from the website

Primerica, located in Santa Fe Springs, CA, has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on simple financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower informed financial choices. With a focus on financial education and personalized financial needs analysis, Primerica aims to guide clients towards achieving their goals through a people-first philosophy. Recognized for excellence and trustworthiness, Primerica is committed to providing quality service and solutions to help middle-income families achieve financial freedom. Generated from the website