Karl H Romero & Associates, Inc

Heritage Financial, led by Ara Malazian, CFP, is a financial planning firm based in Santa Ana, CA. Specializing in comprehensive financial services, the company assists clients in managing their assets and planning for their financial future. With a focus on personalized strategies and client education, Heritage Financial aims to help individuals and families navigate the complexities of financial planning. By offering tailored solutions and guidance, the firm strives to empower clients to make informed decisions and achieve their long-term financial goals. Generated from their business information

Ameriprise Financial Services Inc. in Tustin, CA, offers a network of over 10,000 financial advisors dedicated to helping clients achieve their financial goals through personalized advice and tailored investment strategies. Clients can expect regular meetings to review progress, access to digital tools, and a focus on building a diversified portfolio to navigate both expected and unexpected financial challenges. The firm boasts a range of qualifications among its advisors, including designations such as Accredited Asset Management Specialist (AAMS), Accredited Estate Planner (AEP), and Accredited Investment Fiduciary (AIF). Their commitment to ethical practices and professional development ensures clients receive knowledgeable and reliable financial guidance. Generated from the website