Safeguard Investment Advisory Group, LLC
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $50,000
Minimum client income required: $30,000
Title: Registered Investment Advisor
Offering advice since: 1995
Areas of focus:
- Charitable and Planned Giving
- Estate Planning/Wills
- Life Planning
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Ricky Rivera:
Ricky Rivera, Eddie Sota, and Reid Abedeen have each been helping clients with their investment and retirement planning for over 18 years. They also have trained other Investment Advisors around the country on how to best serve their clients.
For more information, please visit: http://www.safeguardinvestment.com
If you would like to call us, our toll free number is 877-213-7233
Compensation and Fee Structures:
SIAG is a Fee Based firm. Fee-only financial advice versus commission-based sales, is advice delivered in exchange for a fee. The advice is objective and free from conflicts of interest. There is no sales pressure. Fee-only advisors provide personalized non-commissioned based financial advice.
Licenses, Certifications & Affiliations:
All Investment Advisors at SIAG are Series 65 licensed in the State of California. Investment advisers are considered "fiduciaries" and have a fundamental obligation to act in their clients' best interests.
Will provide references upon request?
Further information about Safeguard Investment Advisory Group, LLC:
(Size of firm: 0-9 advisors)
Safeguard Investment Advisory Group, LLC (SIAG) has been helping individuals and families with investment and retirement planning for over 16 years. Their goal based planning and "Big Picture" philosophy have helped the many clients managed by SIAG achieve these goals. Our clients have peace of mind in knowing they are receiving the best financial advice available.
At SIAG we know that as your wealth grows, life doesn't get simpler, it gets more complex. The more you have, the more you're exposed to losing it. We provide financial advice for people who want to grow and protect their money. A reputation built on a long track record of working with people who like to succeed. If you want to secure your financial future, let us show you how. That's our job... and we do it well.
Contact Information for Ricky Rivera
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Address for Ricky Rivera:
4160 Temescal Canyon Road
Corona, CA, 92883
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