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FINANCIAL PLANNING WITH AIDA MCNAMARA CLU, LUTCF, RICP, IN LOS ANGELES, CA
Also check me out at: Aida McNamara, CLU, LUTCF, RICP
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Interested in comprehensive financial planning with Aida McNamara, CLU, LUTCF, 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:
- financial planning and investment management for high net-worth individuals
- comprehensive business planning for midsize corporations ($5-600M)
- advisory services for specific challenges and opportunities
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.
