Seamount Financial Group, Inc.
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Seamount Financial Group, Inc. is an independent boutique financial planning and wealth management firm located in Orange, California, dedicated to enhancing the lives of clients and their families through objective advice and exceptional service. Established in 1982, the firm operates as a fiduciary, prioritizing the best interests of clients and fostering lasting relationships that often span generations.
The company employs a comprehensive financial planning process that involves planning, implementation, monitoring, and modification, allowing for personalized solutions tailored to each client's unique goals and values. By collaborating closely with clients and their advisors, Seamount ensures that financial strategies remain aligned with evolving life circumstances while maintaining a focus on long-term objectives.
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