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Available Online

Investment Portfolio Review

Use This Service To Review Your Investments

1 h
399 US dollars
Avenue Crocker, Valencia

Service Description

If you're looking for help adjusting your investments but not looking for a comprehensive financial plan, use our Investment Portfolio Review services. We'll discuss your scenario, review your current investments and provide you with personalized investment recommendations. For this service, we'll need to see the current details of your investment accounts. This typically means copies of your most recent account statements (with investment holdings) or providing us limited access authorizations to your online account. This service typically takes place over two meetings. In our first meeting we'll discuss your investment goals, review your accounts, and identify any missing information. In the second meeting, we'll provide our review and recommendations.

Contact Details

  • 28245 Avenue Crocker ste 100, Valencia, Santa Clarita, CA, USA

    661-200-5657

    chris@socalplanners.com

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Disclosure

SoCal Planners, Inc. is a registered investment adviser in the state of California. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services. The Adviser does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results. Find our full disclosure documents at www.advisorinfo.sec.gov. 

 

At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of SoCal Planners, Inc. SoCal Planners, Inc. does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. SoCal Planners, Inc. does not necessarily endorse or recommend any commercial product or service described at these websites. See our additional terms and conditions.

©2025 by SoCal Planners, Inc.

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