Also check me out at: Aida McNamara, CLU, RICP
Find Out if You'll be Ready to Retire (click here)
Interested in comprehensive financial planning with Aida McNamara, CLU, RICP, in Los Angeles, CA ? As an affluent investor, your financial planning needs stand apart from the norm. At Eagles’ Club, our advisors have access to specialized planning services you may need to effectively manage the complexities of your personal and business finances. By serving as your personal Chief Financial Officer, our advisors provide the blueprint and oversight for your planning needs. The advisors services focus on:
As a boutique financial services firm, we strive to offer an uncommon level of personalized service including the high-touch, high-value service and attention that comes with a certain lifestyle . Whether you are an individual investor who places your trust in us to provide personalized advice regarding your personal assets, or you represent a corporation entrusting us to assist you with your personal and business financial needs, we are dedicated to helping you navigate ever-changing legal and tax regulations and monitoring performance to protect your wealth. Our mission: to exceed your expectations for excellence at every step along the way. Contact us for an analysis of your investment portfolio. If you’re seeking a personal advisor with the knowledge, experience, and commitment to help you on your path to pursuing financial success, contact Aida today at 866-900-AIDA. Eagles' Club in LA, CA for assistance with managing your portfolio.
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Eagles' Club in LA, CA for assistance with managing your portfolio.
Eagles' Club
Administration office:
120 Encino Avenue
Camarillo, CA. 93010
Los Angeles Office
10880 Wilshire Blvd. Suite 2222
L.A, CA. 90024
Fax: 818-992-9997
Toll Free: 866-900-AIDA
aida.eaglesclub@adviserfocus.com
10 Year-End Tips to Slash Your 2022 Tax Bill
This is an unusual year-end tax planning season. The pace of federal tax law reform has increased in the four decades and accelerated since the pandemic.
Mutual of Omaha Investor Services, Inc. and its representatives do not provide tax or legal advice. Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current regulations and is not exhaustive. Tax-law is subject to frequent change; therefore it is important to coordinate with your tax advisor for the latest IRS rulings and specific tax advice, prior to undertaking an investment plan.
Securities offered through Mutual of Omaha Investor Services, Inc. a Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Eagles' Club and Mutual of Omaha Investor Services, Inc are not affiliated.
Securities, Insurance and Advisory licensed in State of California. California Department of Insurance License Number 0660322. Also Insurance licensed in Kentucky.
