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Investment Advisory Firm

Financial Strategies – Wealth Management Group is a full-service, independent Registered Investment Advisory firm in the South Coast Metro area of Orange County, California. For more than 30 years, we have helped people just like you with various stages of their money management – growth, preservation and income. We also offer college savings planning and financial education events to help our clients make more informed decisions about their money.

We listen to your needs and create personalized plans based on your current and future goals. Our proprietary S.T.A.R.S.™ program secures the lifestyle you deserve and desire.

Contact us in Orange County, California, for more information regarding how our investment advisory firm might help you achieve your goals. Because … money does buy dreams™