Regal Wealth Group

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 4:00 pm

Tomorrow: 9:00 am - 1:00 pm

(562) 799-1929Call Visit WebsiteVisit Website Map & DirectionsDirections12501 Seal Beach Blvd Ste 280Seal Beach, CA 90740 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	9:00 am - 4:00 pm
Fri:	9:00 am - 1:00 pm

Places Near Seal Beach with Investment Advisory Service

Los Alamitos (2 miles)
Westminster (7 miles)
Cerritos (9 miles)
Lakewood (10 miles)
Long Beach (11 miles)
Buena Park (12 miles)
Bellflower (12 miles)
Garden Grove (12 miles)
Norwalk (14 miles)
Fountain Valley (14 miles)
Paramount (15 miles)

More Info

Email: Email Business
Extra Phones: TollFree: (800) 381-7431
Location: The Shops at Rossmoor
Neighborhoods: Old Ranch, Seal Beach
AKA: Regal Wealth Group - Fee Only Investment Advisor
Other Link: https://regalwealthgroup.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers
Other Information: Parking: Lot

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Details

Phone: (562) 799-1929

Address: 12501 Seal Beach Blvd Ste 280, Seal Beach, CA 90740

Website: https://regalwealthgroup.com

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Regal Wealth Group

Tax Planning
At your request, we are available to coordinate our services with those of your estate planning and tax planning professionals. With Regal, you have a friend in the financial world you can call anytime.

Investment Management
A commitment to excellence in investment management, wealth planning, and client service has been our focus for years and reflects our overarching mission: to provide you with financial peace of mind.
Mutual Funds
We do not accept commissions, nor fees of any kind from brokerage firms, banks, life insurance companies, nor mutual fund families through which we invest client assets.
Bonds
Wealth Management
After one or two meetings, we will generally provide an overview of your present financial portfolio along with a summary of our recommendations. Once you are completely comfortable with our program and recommendations, we will fill out paperwork to open a new account. Opening the new account(s) is just the beginning of our relationship. We will map out a program to ensure we tackle your wealth management concerns in a logical and methodical way.

Financial Planning
The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. We do not serve as an attorney, an accountant, nor an insurance agent; no portion of our services should be construed as such. Accordingly, we do not prepare estate planning documents, tax returns, nor sell insurance products.
Retirement Planning
Second, the goal of our investment process is to provide strategies for investors seeking risk management and consistent performance. It’s a disciplined, diversified, and low fee approach that has been tested over time by some of the world’s largest pension plans and private investors.
Asset Management
Your overall asset allocation will depend on several factors: 1) your tolerance for risk 2) your financial objectives 3) your investment time horizon. Once we identify these factors, we create your customized investment portfolio. Going forward, we provide continuous management so as conditions change with you or the economy etc., your portfolio may change.

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