Portnoff Financial LLC
Financial Services - Mission Viejo, California, United States
Portnoff Financial LLC Employees
Portnoff Financial LLC Details
There are many financial services firms that claim to provide "Wealth Management" but fall woefully short because they only pay lip service to the financial planning process. Many of these firms call themselves a "financial advisor" however they often only focus on product sales and investment management while not (fully) addressing all the areas you need to develop a comprehensive financial plan. This can lead to unintended consequences because you may not know you're not receiving the guidance that you need in other areas besides investments. This is why you need an Educated Financial Advisor with real education and credentials that will provide comprehensive financial advice in order to help you make fully informed smart financial decisions.Portnoff Financial LLC is an Independent, Fee-Only Registered Investment Advisor offering Comprehensive Personal Financial Planning and Investment Management services to individuals and families nationwide who value independent, professional, and educated financial advice.Jeremy E. Portnoff, MSFS, CFP®, CIMA® founded Portnoff Financial to provide personalized Wealth Management services with flexibility and objectivity based on the principles of fiduciary responsibility. As an Independent Financial Advisor, Jeremy has the flexibility to recommend what is best for you with no outside pressure. You will benefit from capability of large firm resources without sacrificing the personalized service of working with an individual advisor who understands your individual needs. Working with Portnoff Financial LLC you will be able to:Create, manage, and retain more wealth so you can achieve your financial hopes and dreams;Thoroughly understand your unique values, goals, and financial situation;Create more time in your life to do the activities that are most important to you;Have peace of mind knowing you are on track financially, and; Improve your quality of life by making confident financial decisions.
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