Financial advisors in Yorba Linda
A Parsonex office in Yorba Linda, California, serving individuals and families across northern Orange County.
Financial guidance, close to home in Yorba Linda
Parsonex maintains an office in Yorba Linda, California, serving northern Orange County and the surrounding area. Parsonex professionals work with individuals and families across northern Orange County on retirement planning, workplace-plan rollovers, IRAs, and long-term investing. To speak with someone, call the office or start a conversation online.
What clients in Yorba Linda work on with Parsonex
General planning areas this location works in. This is educational information, not a recommendation.
Retirement planning
Working through a plan for retirement savings, income, and the transition into retirement.
Workplace-plan rollovers
Reviewing your options for a 401(k) or other workplace plan when you change jobs or retire.
Investing and wealth management
Building and maintaining an investment approach aligned with your goals and time horizon.
IRAs and retirement accounts
Understanding how traditional and Roth IRAs work alongside your other accounts.
FAQ
Where is the Parsonex office in Yorba Linda, CA?
The office is at 22415 La Palma Avenue, Yorba Linda, CA 92887, in northern Orange County. You can reach it by phone at 714-692-7712.
Who does the Yorba Linda office work with?
Parsonex professionals work with individuals and families across northern Orange County on retirement planning, workplace-plan rollovers, IRAs, and long-term investing.
How do I speak with a financial professional in Yorba Linda?
You can call the office or start a conversation online, and a Parsonex professional will follow up to arrange a time to talk.