Jones & Jones Management Group

World Financial Group (WFG), a Transamerica company, has been dedicated to assisting individuals and families in achieving financial security for over 20 years through a range of services including life insurance, retirement planning, and wealth-building strategies. Their independent agents work closely with clients to develop tailored financial strategies that address specific needs and goals. WFG emphasizes the importance of financial literacy and offers products designed to protect against life's uncertainties, ensuring that clients can build a secure future for themselves and their loved ones. By collaborating with legal and tax professionals, WFG agents help clients prepare for future milestones and create legacies for the next generation. Generated from the website

SpecialtiesProviding top quality tax and accounting services in the valley.

Smart Retirement Options is a comprehensive wealth management firm based in Encino, CA, dedicated to helping individuals and families achieve financial freedom and create a legacy of wealth. With over 150 years of combined real-world knowledge and experience, their licensed professionals provide personalized financial coaching, strategic financial planning, and investment management services to help clients reach their short and long-term goals, including retirement planning, college funding, estate planning, insurance, and investments. Committed to their clients' success, Smart Retirement Options believes in growing stronger together and serving not only today's clients but also future generations. They specialize in servicing small to medium-sized plans and work directly with clients to develop customized strategies that align with their unique financial needs and aspirations. With a focus on tax efficiency, spending, insurance, healthcare, and social security maximization, Smart Retirement Options aims to ensure that clients can enjoy their best lives while optimizing their savings for the future.Generated from the website