CA · Santa Maria

Fiduciary advisors in Santa Maria, CA

2 advisors with offices in Santa Maria. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Santa Maria

Bradley Johnson, Financial Advisor - Eagle Strategies

Santa Maria, California

Retirement Planning Investment Management

Bradley Johnson, Financial Advisor - Eagle Strategies is an investment advisory firm in Santa Maria, California. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Randy Giorgi, Financial Services Professional - New York Life

★5.0(1)

Santa Maria, California

Insurance-Based

Randy Giorgi, Financial Services Professional - New York Life is an insurance-based firm in Santa Maria, California. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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Financial advisors in Santa Maria, California

Advisors serving Santa Maria specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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