Claremont Financial Group Inc

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

(714) 546-2100Call Visit WebsiteVisit Website Map & DirectionsDirections245 Fischer AveCosta Mesa, CA 92626 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Costa Mesa with Investment Advisory Service

Irvine (5 miles)
Fountain Valley (8 miles)
Newport Beach (8 miles)
Santa Ana (8 miles)
Tustin (9 miles)
Huntington Beach (11 miles)
Garden Grove (12 miles)
Orange (13 miles)
Aliso Viejo (15 miles)
Westminster (15 miles)

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Extra Phones: Phone: (714) 241-0549
Neighborhood: Costa Mesa
Other Link: http://www.claremontfinancial.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services

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Details

Phone: (714) 546-2100

Address: 245 Fischer Ave, Costa Mesa, CA 92626

Website: http://www.claremontfinancial.com

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Claremont Financial Group Inc

Investment Management
Shannon Wallace is an Executive Assistant who joined our Claremont office in November 2008. She has over 16 years experience providing administrative support at the Executive level. In November 2005 she left PIMCO, a large Investment Management Firm in Newport Beach to focus on her family. At CFG she works hard to provide exceptional customer service and administrative support to all of CFGâ€™s clients.

Accounting Services

Financial Planning
Our clients derive many benefits from our personal financial planning process. Perhaps the most important benefit is that once financial goals are clearly identified and properly planned for, they are much more likely to be achieved. Our planning process identifies the various risks that can undermine the realization of personal goals. Once these risks are acknowledged and planned for, they can be effectively managed using a variety of proven techniques.
Retirement Planning
W. Dennis Renter, CFPÂ® has been involved in the financial services and investment advisory business for more than 40 years. He has conducted numerous retirement planning seminars for executives at companies such as: Lockheed Martin, Hughes, Raytheon, Loral Aerospace, UNYSIS, and Steelcase. In addition to being a contributing author to
Asset Management
Laremont Financial Group (CFG) specializes in personal financial planning, guidance, and fee-based asset management services. We will help you organize, simplify, and optimize your financial pursuits. The investment world, the tax world, the legal world, etc... is an interwoven and fairly complex realm that is constantly changing. Our guidance will save you time and spare you from potentially costly mistakes. We also provide an ongoing educational component that helps reduce our clients financial stress and fosters an increase in their investor confidence. The attainment and maintenance of your financial peace of mind is our primary concern.

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