High net worth clients require a distinct and more comprehensive financial plan due to their diverse investment portfolio. A foolproof financial plan that will take care and keep track of all their financial transactions should be in place for them to fully enjoy the perks of being in this elite category of high-net-worth individuals. Who […]
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Email Address
Bakersfield Office
Montana Office
2008 21st Street, Suite 100
Bakersfield, CA 93301
(661) 347-1211
[email protected]
Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Insurance offered through Rozell Insurance Solutions and is not affiliated with Osaic Wealth, Inc.
