Western Financial Corporation

Services Offered

• Portfolio Management
• Financial Planning
• Retirement Plan Services

About

Western Financial Corporation is a multi-generational SEC-registered investment adviser based in San Diego, California. The firm offers a comprehensive range of wealth management services, including portfolio management, financial planning, and retirement plan services. With over 45 years of experience, Western has assisted individuals, trusts, estates, charitable organizations, retirement plans, small businesses, and high net worth individuals in achieving their financial goals. Their approach focuses on building long-term relationships with families, often spanning multiple generations.

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