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Showing 1 - 4 of 4 results
REGENCY INVESTMENT ADVISORS
REGENCY INVESTMENT ADVISORS
Fresno, California
1-24 employees
At Regency, we're dedicated to establishing and promoting the financial well-being of our clients. Drawing on decades of experience, we guide you on your path toward a better financial future.
Retirement Benefits Rank
Market Leading
T. D. GROUP DBA THIESEN DUEKER FINANCIAL CONSULTING GROUP
T. D. GROUP DBA THIESEN DUEKER FINANCIAL CONSULTING GROUP
Fresno, California
25-49 employees
Thiesen Dueker is an independent financial consulting firm headquartered in Fresno, California with locations serving clients throughout the State. The company is known for its modern wealth management practices including the use of leading-edge financial smartware and a unique advisory-team approach to develop and evaluate financial plans for individuals. Thiesen Dueker and its team members also offer their time, talents, and treasures to benefit organizations that improve quality of life, from local sports teams to non-profit organizations helping children in need. Thiesen Dueker also offers 401(k) Specialists, a division of professionals dedicated to helping companies and their participating employees manage their 401(k) plans. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Thiesen Dueker Financial Consulting Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.
Retirement Benefits Rank
Below Market
CORNERSTONE FINANCIAL GROUP
CORNERSTONE FINANCIAL GROUP
Fresno, California
1-24 employees
Each person has different financial goals and insurance needs. We focus on providing independent, comprehensive investment advisory, and insurance service that is tailored to fit you. Insurance and investments go hand in hand more often than people realize. We take a holistic approach by looking at how these two areas impact each other and how they affect your overall financial health. We want to help you plan for tomorrow, today, so you can be protected and prepared when the unexpected happens. Investment Advisory Services offered through Brookstone Capital Management, LLC. (BCM), a Registered Investment Advisor. Vault Insurance & Investments, LLC, and BCM are independent of each other.
Retirement Benefits Rank
Market Leading
FORD FINANCIAL GROUP LLC
FORD FINANCIAL GROUP LLC
Fresno, California
1-24 employees
Ford Financial Group is one of the region’s largest independent financial consulting firms and has a client-centric business model that always puts the interests of the client first. The firm’s salaried employees are not tied to quotas or the use of proprietary products. As a result, the firm’s goal is to provide all clients with total financial security and confidence. Since the firm’s inception in 1992, Ford Financial Group has experienced steady growth and manages brokerage and advisory assets through LPL Financial.The consultants of the Ford Financial Group are also affiliated with (NASDAQ: LPLA), the firm’s business model delivers the strength, experience and resources of a larger national firm with the personalized service and attention found in smaller boutique firms. Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, 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 we are registered to do business, please visit www.fordfg.com.
Retirement Benefits Rank
Below Market
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