ROYAL ALLIANCE ASSOCIATES INC.

Primary Wealth Management, located in Woodland Hills, CA, specializes in investment management and financial planning services tailored for Fortune 500 executives, athletes, entertainers, and business owners. With a commitment to preserving, protecting, and growing clients' wealth, the firm offers expert guidance to help individuals navigate their financial journeys. As a member of the West Valley Warner Center Chamber of Commerce, Primary Wealth Management is deeply integrated into the local community, serving the areas of Tarzana, Woodland Hills, Reseda, and the entire Warner Center. The firm is dedicated to fostering strong relationships and providing valuable resources for its clientele. Generated from the website

Waddell & Reed in Woodland Hills, CA, is a financial services firm that specializes in providing investment management and financial planning services to individuals and businesses. With a focus on personalized solutions and long-term financial goals, Waddell & Reed aims to help clients navigate the complexities of the financial world and make informed decisions about their money. Generated from their business information

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.