We are committed to maintaining a standard of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with quality information, services, and products to help you pursue your goals. [read more]
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Our Company AJT Wealth Consultants offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. Our Commitment Whether you are experienced in the world of financial matters or are just starting to build your portfolio, AJT Wealth Consultants can help you every step of the way. Our Principle Even if you have an MBA in business, financial matters can be daunting. In addition to managing and HELPING GROW your money, the experienced staff at AJT Wealth Consultants aims to provide a continued education that will strengthen our working relationship. [read more]
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We are a financial services firm based in Temecula, California. Established in 1991, we hit the ground running with our direct approach to finding success for our clients. From small to large scale employer solutions to individual and family planning, we offer our clients the full package. We are an independent firm and are not subject to any specific investment or insurance companies criteria to provide you with specific products. We work for you and as a fee-based focused team we partner with you in every step of the way to meet YOUR goals, not ours. Our trading platforms for both individual and corporate retirement plans are the top in the industry. Our equity and bond desks are the largest in the industry, with unparalleled access to investments from around the world. Our retirement plan partners represent the leaders in the industry and will continually meet all of the ever-changing demands of that space. We can also help you find good Undervalued Stock that you can invest on. [read more]
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