Listings below are alphabetized by city. Listings in the same city are alphabetized by the name of the firm or professional.
The Connolly Retirement Group
Anaheim, CA
Since 1992, Pete Connolly has been dedicated to helping federal employees build wealth and protect their assets. We recommend only those products and services that can be tailored to suit our clients’ unique needs. The Connolly Retirement Group is independent so our loyalty belongs exclusively to our clients and NOT a financial institution…
Daniel L. Lamb Financial and Insurance Services
Apple Valley, CA
Serving Riverside and San Bernardino Counties with Investment Advisory Services, Medicare, Life & Health Insurance, and Long-Term Care Insurance. Stocks, Bonds, ETF’s, Annuities and, Mutual Funds…
FwdThink Insurance & Alternative Solutions, LLC
Burbank, CA
I have been in practice since 2005. Providing and coordinating financial strategies across various phases of a client’s financial life. I have clients in all of Southern California as well as various states. Mainly focus in Northern Los Angeles area…
Andrew Marshall Financial, LLC
Carlsbad, CA
Andrew Marshall Financial, LLC offers financial planning advice to Federal employees for an hourly fee. We do not manage investments or sell insurance. Those conflicts of interest are removed. We are a fiduciary, fee-only and more than that, we are advice only…
Kingswood Wealth Advisors
Fullerton, CA
Kingswood provides personalized and holistic investment management and financial planning services based on the unique needs and objectives of its clients. I act as a fiduciary for my clients and work together with them to find the best solutions to meet their goals and risk tolerance…
First Command
Garden Grove, CA
I provide comprehensive financial planning, specializing in the Military and Federal Employee markets. Having been a Soldier and a Federal Employee, I am familiar with FERS, TSP, LRS and BRS…
Newport Wealth Advisors
La Mesa, CA
Our practice is focused on helping public servants prepare for and navigate retirement. It is important to provide employees with educational training about their benefits, so we are proud hosts of the ProFeds Federal Retirement Impact Workshop…
Goldfinger Advisory Group
Los Angeles, CA
My passion is helping our clients reach a point where they feel 100% secure and stress-free, knowing their financial matters are in order…
CSE Capital Management and Insurance Services, Inc
San Diego, CA
CSE Capital Management and Insurance Services, Inc was formed to assist the Federal and Postal employee in understanding all their government benefits. Everything we do is aimed at helping individuals maximize their benefits so they can use what is available to them and plan for a secure retirement…
MOR Retirement Planning
San Leandro, CA
Founded in 2012, MOR Retirement Planning was specifically designed to assist deserving families in preparing for retirement. Initially working with state employees, the firm expanded its area of expertise to federal employees in 2018…
Veraz Advisors
San Ramon, CA
Veraz Advisors is the place for you to get answers to strategies for asset protection, retirement income and investment planning, estate planning, capital gains tax reduction, business and tax planning, insurance solutions and growing wealth in the least risky manner possible…
Capstone Pacific Investment Strategies, Inc.
Tustin, CA
Learn about your benefits from instructors who are currently qualified to teach federal employee benefits on-site to federal agencies. We have an experienced and qualified team of financial professionals who can guide you through your complex government benefits…
Other Professionals Serving California
Listings below are alphabetized by state
Arthur Stein Financial, LLC
Bethesda, MD
Art is a Certified Financial Planner® with 29 years of experience providing assistance to Federal employees and retirees. He is known for his knowledge of the Thrift Savings Plan (TSP) and other Federal retirement benefits…
Dillard Financial Solutions, Inc.
Sumter, SC
Dillard Financial Solutions, Inc. is a company that specializes in Federal Benefits. We help individuals understand their benefits, so they can effectively plan and make choices for a confident retirement…