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We are an outcome based company. In other words, we do not focus on the journey, rather the destination first. Our process begins with the initial meeting, where we ask, what exactly do you want out of your retirement? Our goal is to figure out exactly what you want and need to get the retirement you always wanted, and then figure out how your assets can make that vision a reality. Once we have assessed your capital and assets, we search for every investment solution there is to fit your retirement goals the way you want. We... read more
13006 Philadelphia St Suite 311, Ste 311, Whittier, CA, 90601, United States
Get directionsWeekday | Schedule | Status |
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Mon | Closed | |
Tue | Closed | |
Wed | Closed | |
Thu | Closed | |
Fri | 8:00 a.m. to 8:00 a.m. | |
Sat | Closed | |
Sun | Closed |
David Ortiz has a 2.6 star rating with 5 reviews.
David Ortiz is closed now. It will open at 8:00 a.m.
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