UBS Financial Services

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Seal Beach is here for you, serving the Santa Ana, Irvine and Huntington Beach areas. Whether you’re 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.

Retirement planning, insurance annuities, investment management. Fee-based financial planning and investment advisory services are offered by Cratty & Swanson Advisors L.L.C., a Registered Investment Advisor in the State of California. Insurance products and services are offered through Cratty & Swanson Insurance Services. Cratty & Swanson Advisors L.L.C. and Cratty & Swanson Insurance Services are affiliated companies.