Raymond Wesley Wealth Management
Investment Management - Irvine, California, United States
Raymond Wesley Wealth Management Employees
Raymond Wesley Wealth Management Details
Raymond Wesley Wealth Management is an independent financial services firm serving individuals throughout Southern California. Our team includes Accredited Investment Fiduciary Designees (AIF) who offer unbiased financial advice.Working largely with individuals and business owners, we enjoy focusing 100% of our attention on our clients to collaborate on their financial plan. We strive to provide white glove service while helping them pursue their goals in a way that is fun and personal. Our firm also specializes in retirement plan consulting, working with executives and plan sponsors to create defined contribution plans, defined benefit plans, and group health insurance plans that address their company's unique goals.Raymond Wesley Wealth Management serves clients in Irvine, Newport Beach, Mission Viejo, Costa Mesa, Long Beach, Fullerton Orange, Tustin, Santa Ana, Laguna Beach, Laguna Niguel, San Juan, San Clemente, Pasadena and North San Diego County.Financial Consultants of Raymond Wesley Wealth Management are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, Member SIPC www.sipc.org.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am/we are registered to do business, please visit www.raymondwesley.com
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