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San Bernardino, California, a city with deep historical roots and ongoing revitalization efforts, is also home to a range of wealth management services catering to diverse financial needs. As residents navigate personal finances—from retirement planning to investment strategies—the demand for professional guidance continues to grow. Wealth management firms in San Bernardino offer services such as portfolio management, estate planning, tax strategy, and financial goal setting. These firms vary in size, structure, and approach, including independent advisors and larger financial institutions. This overview presents an impartial look at the wealth management options available in San Bernardino, offering insight without promoting any particular provider.
1. Raymond James Financial Services
Raymond James Financial Services, based in San Bernardino, California, is a well-established wealth management firm offering comprehensive financial solutions for individuals, families, and businesses. Known for its client-centric philosophy, the firm provides a wide range of services including retirement planning, investment management, estate strategies, and risk mitigation. Backed by the robust Raymond James network, their advisors combine personalized service with powerful tools and resources to help clients achieve financial confidence and long-term security.
Phone: 9098887788
Address: 236 W Orange Show Rd STE 101, San Bernardino, CA 92408, United States
Website: http://www.raymondjames.com/
2. Optimal Wealth Network Inc. dba OWN Business Plus
Optimal Wealth Network, Inc. (OWN) is a minority-owned financial services firm based in San Bernardino, California, dedicated to enhancing clients’ financial well-being through comprehensive and personalized strategies. With a mission to improve, insure, and increase net worth, OWN offers a suite of services tailored to both individuals and businesses.
Phone: 9094871212
Address: 473 E Carnegie Dr #200, San Bernardino, CA 92408, United States
Website: https://optimalwealthnetwork.com/
3. New York Life
New York Life Insurance Company is the largest mutual life insurance company in the United States, headquartered in New York City. Established in 1845, the company has built a reputation for financial strength and stability, consistently earning the highest ratings from major credit rating agencies: A++ from AM Best, AAA from Fitch, Aaa from Moody’s, and AA+ from Standard & Poor’s.
Phone: 9098902605
Email: [email protected]
Address: 1881 E Commercenter Cir, San Bernardino, CA 92408, United States
Website: http://www.newyorklife.com/
Navigating Financial Planning in San Bernardino
Choosing a wealth management partner involves careful consideration of one’s financial goals, personal values, and desired level of service. San Bernardino’s financial advisory landscape includes a variety of firms that serve individuals, families, and business owners at different stages of financial development. This guide does not endorse any specific firm but is intended to help readers understand the range of services and providers in the area. By researching and comparing options, individuals can take informed steps toward financial clarity and security. As San Bernardino continues to evolve, so too do the resources available for long-term wealth planning.
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