Apex Wealth Management Group
Financial Consulting Santa Ana
Description
Apex Wealth Management Group is an independent, fee-based wealth management firm in Santa Ana, California, operating under a fiduciary standard and specializing in comprehensive financial planning. Founded by Juan Carlos Rosario, CFP®, the firm works with individuals, families, and business owners on retirement planning, investment management, tax planning strategies, estate planning, insurance and risk management, and executive compensation planning. Securities offered through Kovack Securities, Inc., Member FINRA/SIPC. Advisory services offered through Kovack Advisors, Inc., an SEC-registered investment advisory firm. Apex Wealth Management Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.
Apex Wealth Management Group can be found at 1551 N Tustin Ave Suite 195 . The following is offered: Financial Consulting - In Santa Ana there are 12 other Financial Consulting. An overview can be found here.
Reviews
Opening hours