Merit Wealth Management - Ameriprise Financial Services, LLC - Closed

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.

The further you go in your financial life, the more complex it becomes. Thats why you need a partner who can help you plot a course. Located right next to Angel Stadium, the Edelman Financial Engines office in Anaheim is here for you, serving Anaheim, Orange and the surrounding areas. Whether youre accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Financial Consulting, Employee Benefits & Retirement Plans