Minh Nguyen's Contact Details

Minh Nguyen's Company Details

SABRE Financial Services, LLC.

Westlake Village, CA, US • 20 - 49 Employees
Financial Services

At SABRE Financial Services, we are independent advisors and consultants who treat every relationship with the care of a fiduciary steward. We offer holistic and proactive financial services through a team approach to help individuals and businesses achieve their dreams and goals. We are specialists in integrating the plans and programs offered by the companies our clients own and work for, with strategies and resources outside the workplace, to develop an efficient and understandable path forward. Our focus consists of personal planning strategies and corporate consulting while utilizing our as well as external Wealth Management and Risk Management resources.Mission StatementProviding comprehensive planning, wealth management and risk management strategies to significantly enrich the quality of life for our clients, their families and communities.Our servicesPersonal Financial Planning Comprehensive planning that compiles all the above designed to define, forecast & meet your unique financial goals.Corporate Consulting & Business Advisory Services Creating value by implementing custom designed benefits and programs to align the interests of the company/owners with the executives/employees.Wealth Management Individually tailored portfolios based on a multi-step process that identifies the client's level of risk, objectives, goals and tax sensitivity. Our level-fee structure aligns the interests of the adviser & client. We offer multiple investment structures & strategies.Risk Management & Insurance ServicesAdvanced insurance strategies to create made-to-measure designed plans to meet each client's unique goals, expectations and needs.Securities offered through Securities America, Inc. Member FINRA/SIPC (www.finra.org/www.sipc.org). Advisory services offered through Securities America Advisors, Inc. and Arbor Point Advisors, LLC. Securities licensed in the following states: AZ, CA, CO, CT, DE, FL, GA, HI, ID, MD, MT, NC, NM, NV, NY, OH, OR, SD, TN, TX, UT, WA, WI. Ari Fidler, CA Insurance #0G61855; Blair Van Buren, CA Insurance #0E00706; Shawn Warren and Ryan Badger, CA Insurance #0G88049, Representatives. SABRE Financial Services, Arbor Point Advisors and Securities America are unaffiliated. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.