Joseph S. Peralta CFP, EA, CWS
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Financial Planners, Financial Planning Consultants, Financing Consultants
2501 E Chapman Ave Ste 230, Fullerton, CA 92831
714-879-5200
OPEN NOW:
Today: 9:30 am - 5:30 pm
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Peralta Plan Works!
- Extra Phones
Fax: 714-879-5268
TollFree: 877-723-3472
- Hours
- Regular Hours
Mon - Fri: Sun Closed - Categories
- Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service
- Services/Products
- For over twenty years, our firm promoted sound wealth management advice to selected families and small business owners to help grow, protect and distribute their wealth in a tax efficient manner. We develop coordinated strategies that encompass investments, taxes, insurance, college planning and estate planning. We specialize in dealing with doctors, dentists, retired executives and widows. We have a long history of dealing with retirement plan distributions. We strive for ethical and professional excellence in our advice. Recently, Mr. Peralta was featured in Orange Coat Magazine as a "2011 5 Star Wealth Manager". Securities offered through First Allied Securities, Inc., Member FINRA/SIPC. Investment Advisor Representative offering services through First Allied Advisory Services Inc. ÂÂ
- Payment Options
- Amenities
- Quarterly Consolidated Reports Periodic Reviews Coordinated Wealth Management Planning ÂÂ
- Associations
- Financial Planning Association National Association of Enrolled Agents Better Business Bureau De La Salle University Alumni Association ÂÂ
- AKA
Retirement Distribution and Wealth Management Strategies Inc.
Retirement Distribution and Wealth Management Strategies, Inc. (RDWMSI)
- Other Link
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