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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. 

Harold G. Nahigian is considered by his peers as the dean of investment and financial planning in Southern California. Registered as a general securities principal and licensed life insurance agent, he specializes in personalized...

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I've built a career on the trust earned from my clients by matching their unique needs with a mix of financial products and services that produce results. If you are looking for a responsive representative who will listen and...

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As a third generation financial planner, one could say Daniel Nahigian was born for this role. Daniel is committed to helping people plan for their future by taking charge of their finances and working towards their goals. As a...

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