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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

Disclaimer

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Welcome to our web site. Permission to access this information is restricted to people who accept the terms of this agreement. By accessing our pages, you agree (1) that any disputes arising from your accessing our pages, or relating to the information contained in our pages, shall be governed exclusively by the procedural and substantive laws of the State of California; (2) that any litigation arising through your accessing our pages, or relating to the information contained in our pages, shall be brought exclusively in the United States District with jurisdiction in Costa Mesa or in the California State Courts located in Orange County, California; and (3) that in the event of any such litigation, the prevailing party shall be entitled to collect its reasonable attorney’s fees and litigation expenses, from the non-prevailing party. In no event will Wealth Financial Group West, Inc. and its owners, officers, board members, employees and investors be liable to any party for any claim attributable to errors, omissions, or other inaccuracies in the materials or information available on or through our web site pages. Any offer found on this web site is subject to changes, errors or omissions without notice.

 

Please note any information collected via this web site may be utilized by Wealth Financial Group West, Inc. for direct communication including sales, customer service, customer support and other topics including marketing matters. Investment Advisory services are offered through Wealth Financial Advisory Services, LLC and Wealth Financial Group West, Inc. Insurance and other financial products are offered through appropriately licensed and appointed individuals in various jurisdictions. Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Viewers or readers of the information contained in herein should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified investment adviser representative, financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed herein.