The companies selected
exceed the criteria below:
Fee-Only, Fee-Based or RIA
No Unresolved Lawsuits or Grievances
Advanced Certifications Held
Comprehensive Range of Wealth Management and Financial Planning Services Offered
20+ Years of Industry Experience
Securities offered through Pacific West Securities, Inc. member FINRA/SIPC. Financial Advisory services through Pacific West Financial Consultants, Inc., a registered investment advisor.
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