CA · Whittier

Fiduciary advisors in Whittier, CA

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

2 listed Low coverage · not indexed

2 results in Whittier

Integrity Independent Financial & Insurance Services

Whittier, California

Independent RIA

Integrity Independent Financial & Insurance Services is a registered investment advisor based in Whittier, California, founded in 2008 to provide financial planning and risk management services to individuals, couples, and business owners. The firm develops customized planning strategies focused on wealth creation, accumulation, and protection across areas including retirement, insurance, estate planning, and tax strategy. As an independent RIA, it operates without commission conflicts and emphasizes long-term client relationships as central to its practice.

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Modern Woodmen Fraternal Financial

Whittier, California

Modern Woodmen Fraternal Financial is an investment advisory firm in Whittier, California. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

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Financial advisors in Whittier, California

Advisors serving Whittier 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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