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Mariner Wealth Advisors - Woodland Hills

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website marinerwealthadvisors.com
Client types

Overview

The wealth advisors in Woodland Hills, California, specialize in creating personalized financial plans to help clients achieve both short-term goals, such as saving for a second home, and long-term goals, like retirement. Their approach is flexible, allowing the strategy to evolve as life changes, ensuring it remains aligned with clients' financial needs and objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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