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    Financially Yours Advisory Services

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    Description

    • As a financial planner, I strive for a collaborative process that produces a deep long-lasting relationship over a broad range of financial needs. Therefore, my mission is to help clients take advantage of those opportunities by providing them with three key tools:1. A clear understanding of their goals2. A well-defined road map to help achieve those goals3. Ongoing personalized advice to adjust their roadmap when needs changeI cover many areas of financial services, from investment and retirement planning to risk management and estate conservation. As an independent financial planner, I offer services that are designed to lower overall risk and help increase your assets by using various resources and strategies while striving to deliver a high level of service and expertise.Financially Yours,Donna LeaCERTIFIED FINANCIAL PLANNER (TM)Securities and Advisory Services offered through National Planning Corporation (NPC), Member FINRA (www.finra.org)/SIPC (www.sipc.org), a Registered Investment Advisor. Financially Yours and NPC are separate and unrelated companies.Content is for general purposes only and is not an offer to buy or sell any security. National Planning Corporation does not provide tax or legal advice. NPC Privacy Policy (https://www.natplan.com/public/forms/npc_madv6130a.pdf)
    • location

      Headquarters:1420 East Chapman Avenue , Orange, California, United States

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    • Financially Yours Advisory Services phone

      Phone Number: +1 714-633-2727

    • Financially Yours Advisory Services website

      Website: https://www.financially-yours.com

    • Financially Yours Advisory Services employees

      Employees:2

    • Financially Yours Advisory Services revenue

      Revenue:$0 - 1M

    • Financially Yours Advisory Services legal name

      Legal Name:Financially Yours Advisory Services

    • Financially Yours Advisory Services's Social Media

      Financially Yours Advisory Services linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Financially Yours Advisory Services

    Donna Lea

    Chief Executive Officer And Financial Planner

    Person level website visitor identification

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    View Employees

    Lindsay Orchard

    Managing Director

    Frequently Asked Questions regarding Financially Yours Advisory Services

    • Where are Financially Yours Advisory Services's Headquarters?

      Financially Yours Advisory Services's Headquarters are in 1420 East Chapman Avenue ,Orange,California,United States

    • What is Financially Yours Advisory Services's phone number?

      Financially Yours Advisory Services's phone number is +1 714-633-2727

    • What is Financially Yours Advisory Services's official website?

      Financially Yours Advisory Services's official website is https://www.financially-yours.com

    • What is Financially Yours Advisory Services's Revenue?

      Financially Yours Advisory Services's revenue is $0 - 1M

    • What is Financially Yours Advisory Services's NAICS code?

      Financially Yours Advisory Services's NAICS code is 523930

    • How many employees are working in Financially Yours Advisory Services

      Financially Yours Advisory Services has 2 employees

    • What is Financially Yours Advisory Services's Industry?

      Financially Yours Advisory Services is in the industry of Financial Services

    • Who is Financially Yours Advisory Services's CEO?

      Financially Yours Advisory Services's CEO is Donna Lea

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