Benjamin Lemon Inc

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust advisor and your team of specialists then build a wealth plan specifically for you; aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you're building for future generations

Verity Wealth Group is a full-service retirement planning company based in Pasadena, CA. They specialize in designing customized financial strategies that provide confidence and clarity for their clients, while also protecting their future. With a focus on asset maximization, income planning, insurance solutions, legacy planning, and retirement strategy, Verity Wealth Group aims to empower their clients to navigate the complexities of the financial world. Through their Generational Vault, Verity Wealth Group offers a secure portal for clients to upload important documents and access financial information. They also provide comprehensive retirement strategies, taking into account each client's unique mix of assets to create a coordinated plan. With a commitment to helping individuals safeguard their retirement nest eggs and plan their legacies, Verity Wealth Group is dedicated to providing personalized financial solutions for their clients in Southern California and beyond.Generated from the website

Futuree LLC in Pasadena offers tailored financial planning services specifically designed for Generation X individuals. Their team includes one of the few Spanish-speaking, Latino financial planners who will work closely with clients to create customized plans that align with their unique needs and goals. With a focus on understanding each client's individual situation, Futuree LLC strives to provide personalized financial guidance that empowers clients to make informed decisions about their financial future. Trust in their expertise to help you navigate the complexities of financial planning with confidence. Generated from their website's infomation