R P & A Financial Strategists, LLC

ADVANTIS ADVISORS Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our team. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. Steven and Matt are the analyzers who will work diligently to assist clients towards their financial goals and Jason is the person who will educate clients and prospect about the services of our team.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Ossola Wealth Management is a financial planning firm based in Aliso Viejo, CA, specializing in providing personalized wealth management services to individuals and families. With a focus on long-term financial goals, the firm offers comprehensive financial planning, investment management, and retirement planning solutions. Committed to helping clients navigate the complexities of the financial world, Ossola Wealth Management takes a holistic approach to financial planning, taking into account each client's unique circumstances and objectives. By fostering strong relationships built on trust and transparency, the firm aims to empower clients to make informed decisions and achieve their financial aspirations. Generated from their business information