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Complimentary Guided Planning System
Phone: 1-714-617-4394
Center Tower Suite 860, 650 Town Center Drive, Costa Mesa, CA 92626-7192
Complete retirement management services delivered by experienced and caring finance professionals.
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There is no obligation for this initial consultation. Share your retirement goals and we will see if we can help. Learn More
Our fiduciary duty requires that we recommend and provide only those services and products that are in your best interest.
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Experience for yourself why this might be one of the most important and enlightening luncheon or dinner seminars you will ever attend. Learn More

Professional Associations

Call: 1-714-617-4394

Wealth Financial Group West, Inc. is associated with several professional associations. Below is a list of these groups. We invite you to check out their web sites as well.

 

 

 

Members

 

  • San Bernardino Chamber of Commerce

     

    The San Bernardino Chamber of Commerce has helped build San Bernardino into one of the Inland Empire’s most prestigious business communities. Under the clear and powerful guidance of many energetic Board Members, the Chamber of Commerce has grown to encompass representatives from virtually every industry in San Bernardino and the surrounding areas.

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  • Million Dollar Round Table

     

    The Million Dollar Round Table (MDRT) is an international, independent association of life insurance and financial service professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial planning solutions.

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  • Society of Financial Service Professionals

     

    For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With their strong commitment to delivering only those financial planning solutions and products that are in their clients’ best interests, the Society’s members nationwide are uniquely qualified to assist the public in reaching their future financial goals.

 

 

To learn more about the various retirement and financial services provided by Wealth Financial Group West, Inc., please click here to view all services.