Perennial Financial Services

Financial Services - Los Angeles, California, United States

Perennial Financial Services Employees
John Petrick

Senior Managing Director

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Anthony Lee

Chief Compliance Officer

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John Petrick

Senior Managing Director

Contact John Petrick

Dane Streeter

Managing Director - Financial Planner

Contact Dane Streeter

Stan Choo

Director - Financial Planning

Contact Stan Choo

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Perennial Financial Services Senior Management
John Petrick

Senior Managing Director

Contact John Petrick

John Petrick

Senior Managing Director

Contact John Petrick

Dane Streeter

Managing Director - Financial Planner

Contact Dane Streeter

Brad Harris

Managing Director - Retirement Planning

Contact Brad Harris

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Perennial Financial Services Details

Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.Like our name, Perennial, our team is committed to developing deep, longstanding relationships with our clients by delivering sound strategies for building, preserving and transferring wealth from generation to generation.Confidence is earned through our ability to ascertain objectives on a case-by-case basis, serving in partnership with our clients to optimize their entire financial picture. We maintain a high standard of excellence through an emphasis of specialized knowledge and thoughtful innovation. We believe that through this disciplined process and insight, we can ultimately achieve success for our clients. ***The financial consultants of Perennial Financial Services are registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial.www.finra.orgwww.sipc.org

Perennial Financial Services logo, Perennial Financial Services contact details
Website: perennialfs.com
Employees: 11 - 50
HQ:
Location: Los Angeles, California, United States
Revenue:
Perennial Financial Services Technologies
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