PRIMERICA FINANCIAL SERVICES

Financial planner in Valencia, California - Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Primerica Financial Services, founded in 1977, is dedicated to empowering Main Street families by teaching the fundamentals of personal finance through their HOW MONEY WORKSTM materials. Their commitment to ethical practices is exemplified by their pioneering philosophy of "Buy Term and Invest the Difference," focusing on providing term life insurance products that serve consumers' best interests. With registered representatives operating across multiple states, Primerica offers a range of services including investments, term life insurance, and mortgage loans, all while emphasizing financial education as the key to achieving long-term security. The company maintains a strong philosophy of integrity and consumer advocacy, ensuring that their offerings are aligned with the financial needs of their clients. Generated from the website

MML Financial & Insurance Services is a local independent agency based in Porter Ranch, CA, offering a comprehensive range of financial and insurance services. With a mission to become clients' personal financial and estate planning professional, they provide personalized attention and resources to coordinate all financial, insurance, small business, and estate planning needs. Their approach involves searching the marketplace for suitable products to fit clients' specific plans or needs, ensuring well-informed decisions and peace of mind for a secure financial future. As an independent agency, MML Financial & Insurance Services stands apart from other agencies by offering a level of service that cannot be duplicated. They prioritize the personal attention clients deserve and expect, making them more than just another account holder. With aligned interests and a commitment to client satisfaction, they strive to help clients gain independence and develop appropriate strategies for their financial goals.Generated from the website