I would recommend any other financial advisor who is breathing. BTW --There are some good apps that help identify who can best serve your goals like Nerd Wallet or Smart Asset. I had a limited...
HighMark Financial Solutions Group
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HighMark Financial Solutions Group, located in Dana Point, CA, is a full-service financial firm dedicated to assisting individuals and businesses in achieving their financial goals. They offer a comprehensive range of products and services, including investment accounts, retirement plans, and insurance-based products designed to cater to diverse financial needs.
The firm prides itself on its commitment to integrity and professionalism, striving to provide clients with clear, understandable financial information and advice. With a knowledgeable team of licensed representatives, HighMark Financial Solutions Group aims to build lasting relationships and create personalized strategies that guide clients toward a more secure financial future.
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