Redlands, California, a city known for its historic charm and proximity to the San Bernardino Mountains, offers a range of investment firms that cater to the financial needs of its residents. Whether planning for retirement, growing assets, or navigating complex investment strategies, individuals in Redlands have access to professional financial advice. Investment firms in the area provide a variety of services, including portfolio management, estate planning, risk assessment, and tax strategies. These firms vary from independent financial advisors to branches of larger national institutions. This overview provides a neutral look at investment firms in Redlands, helping individuals explore their options without promoting specific providers.
1. Marshall Life & Financial Solutions, Inc
Marshall Life & Financial Solutions, Inc., founded by Victoria Marshall in 2003, is a financial advisory firm based in Redlands, California. With over 30 years of experience in the industry, Victoria Marshall leads a team dedicated to providing compassionate and forward-thinking financial services. The firm specializes in holistic financial planning, insurance solutions, retirement strategies, and Medicare guidance. They emphasize personalized service, taking the time to understand each client’s unique needs and goals to develop tailored financial strategies. Marshall Life & Financial Solutions is committed to empowering clients to achieve financial freedom and security.
Phone: (877) 960-1353
Email: [email protected]
Address: 1040 Nevada St, Suite 307, Redlands, CA 92374, United States
Website: marshall-life.com
2. Investment Counselors of Redlands, LLC (ICR)
Investment Counselors of Redlands, LLC (ICR) is a registered investment advisory firm located in Redlands, California. The firm specializes in providing personalized investment management and financial planning services to individuals and families. ICR focuses on understanding each client’s unique financial situation and goals, offering tailored strategies to help them achieve long-term financial success. With a commitment to fiduciary responsibility, ICR prioritizes the best interests of its clients in all aspects of its services. The firm is led by experienced professionals dedicated to delivering high-quality financial advice and building lasting client relationships.
Phone: (909) 792-0711
Email: [email protected]
Address: 101 E. Redlands Blvd, Suite 138, Redlands, CA 92373, United States
Website: icredlands.com
3. Pacific Wealth Strategists, Inc.
Pacific Wealth Strategists, Inc., founded in 2004, is a financial advisory firm based in Redlands, California. The firm specializes in providing personalized wealth management services, including retirement planning, investment strategies, and estate planning. Their mission is to help clients achieve their financial goals through tailored solutions and expert guidance. Pacific Wealth Strategists is affiliated with Osaic Wealth, Inc., a member of FINRA and SIPC, offering securities and investment advisory services.
Phone: (909) 748-5658
Email: [email protected]
Address: 1177 Idaho Street, Suite 203, Redlands, CA 92374, United States
Website: pacificwealthstrategists.com
4. KWB Wealth
KWB Wealth is a comprehensive financial advisory firm based in Redlands, California, with an additional office in Monrovia. Founded in 1996 by Kerry Bubb, the firm specializes in providing personalized wealth management services, including retirement planning, tax strategies, estate planning, investment management, and risk management. KWB Wealth serves clients who are in or nearing retirement and have at least $500,000 in investable assets. The firm employs a long-term, values-based approach to financial planning, emphasizing the importance of aligning clients’ financial strategies with their life goals and values. Kerry Bubb, the President and CEO, has been recognized among the top financial advisors in Southern California .
Phone: (909) 307-8220
Email: [email protected]
Address: 1782 Orange Tree Lane, Redlands, CA 92374, United States
Website: kwbwealth.com
5. Massongill Wealth Management
Massongill Wealth Management is a financial advisory firm based in Redlands, California. Founded by David Forbes Massongill, the firm specializes in providing personalized wealth management services to individuals and families. With a focus on long-term financial planning and investment strategies, Massongill Wealth Management aims to help clients achieve their financial goals and secure their financial futures. The firm offers a range of services, including retirement planning, investment management, estate planning, and insurance solutions. David Massongill has been serving clients in the financial industry since 1993 and holds various securities licenses, including Series 6, 7, 24, 51, 63, and 65.
Phone: (909) 790-8005
Email: [email protected]
Address: 222 E Olive Ave, Ste. 1, Redlands, CA 92373, United States
Website: massongillwealthmanagement.com
6. Smart Investments Advisory Inc.
Smart Investments Advisory Inc. is a registered investment advisory firm located in Redlands, California. Founded by Barrick Smart in 1991, the firm offers personalized financial services, including asset management, retirement planning, and brokerage services. Smart Investments emphasizes a client-centric approach, tailoring investment strategies to meet individual financial goals. The firm manages approximately $82 million in assets across 210 client accounts, with an average client size of $390,476.
Phone: (909) 335-8565
Email: [email protected]
Address: 1849 W Redlands Blvd, Suite 104, Redlands, CA 92373, United States
Website: smart-advisory.com
7. Strategic Financial Solutions
Strategic Financial Solutions is a financial advisory firm based in Redlands, California. The firm specializes in providing personalized financial strategies to help clients achieve their financial goals. They offer a range of services, including retirement planning, investment management, and insurance solutions. Their approach is client-centered, focusing on building, protecting, and maintaining clients’ financial strategies. Strategic Financial Solutions operates with a commitment to transparency and integrity, aiming to empower clients to take control of their financial futures.
Phone: (714) 794-2673
Email: [email protected]
Address: 210 E Citrus Ave, Redlands, CA 92373, United States
Website: haveastrategy.com
8. Diligent Investors LLC
Diligent Investors LLC is a registered investment advisory firm based in Redlands, California. As of the latest available data, the firm manages approximately $664.7 million in assets across 1,922 client accounts. They offer a range of financial services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm operates with a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. Diligent Investors LLC is registered with the SEC under CRD #158708 and SEC #801-72643.
Phone: (909) 792-2894
Email: [email protected]
Address: 1447 Ford St, Suite 200, Redlands, CA 92374, United States
Website: diligentinvestorsllc.com
Considering Your Investment Options in Redlands
Choosing the right investment firm is a personal decision that should align with your financial goals, risk tolerance, and desired level of involvement. In Redlands, the investment landscape is diverse, with firms offering tailored solutions for different investor profiles, from newcomers to seasoned investors. While this guide does not endorse any particular firm, it aims to highlight the breadth of services available in the area, empowering individuals to make informed decisions. Researching and comparing different firms can help you find the right fit for your financial objectives. As Redlands continues to grow and evolve, so too does its capacity to support long-term investment planning.
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