If you’re looking to close the gap between your current financial standing and where you’d like to be, a trusted financial advisor is your best bet. These professionals can help simplify your complex finances, manage your investment portfolio, and ultimately help you along your wealth journey. However, you’ll need an advisor you can trust.
Thankfully, these Aliso Viejo Chamber members have the tools and expertise to help plan your financial future. Get a feel for their services, and visit the Chamber website to gather their contact information.
Focus Wealth Management: Ahmed Henane
Prepare for the unexpected and take control of your financial life with Focus Wealth Management, a private wealth advisory practice of Ameriprise Financial Services. Located at 6B Liberty Street, Chamber member Ahmed Henane is available to deliver one-on-one advice based on your unique needs and long-term goals.
When you work with Ahmed, you’ll receive personalized recommendations for a diversified portfolio, solutions to protect against the unexpected, and consistent meetings to review your investment progress. Not to mention 24/7 access to your assets and digital investment tools to keep you on track.
Get familiar with Ahmed’s wealth management offerings before requesting an initial consultation regarding your investment and long-term financial goals.
Edward Jones: Harvey Ivory & Betty White
For a full-service investment firm that employs a personal approach, look no further than the Edward Jones office on Vantis Street. Harvey Ivory and Betty White, who are both Aliso Viejo Chamber members, offer investment advice and retirement planning services to the surrounding community. They can also lend a hand with:
- Estate planning
- Financial Planning
- 529 Plans
- Life Insurance
- Long-Term Care Planning
- Annuities
Reach out to Harvey or Betty at Edward Jones to secure you and your family’s financial future. You can also stop by their office at 120 Vantis, Suite 160, across from Seven Seas Roasting Co.
Join the Aliso Viejo Chamber of Commerce!
If you’re a small business owner in Aliso Viejo looking for exposure, consider joining the Aliso Viejo Chamber of Commerce. The Chamber is dedicated to growing the local business hub and connecting like-minded business owners for a symbiotic professional relationship.
We hope that you will join us as we work together to promote and serve our community. Please check out the benefits and perks of membership.
We Are Here To Help Our Members
During this time, please let us know if you have any specials or promotions. We would love to help get the word out for you! Please email the information and any flyer that you have to info@alisoviejochamber.com, and we will help with the promotion.