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Investment Management in Long Beach, CA

Investment Services In Long Beach, CA

At Randall Wealth Management Group, we pride ourselves on being a small, family-owned firm. When we develop a new relationship, we look at it as lifelong and treat the client like family. It takes time to cultivate meaning and trust within the scope of the advisor/client relationship. All of our efforts are geared towards gaining the confidence of our clients through our ability to provide appropriate financial solutions to each area of their financial picture. Each client receives individualized care from our team of financial professionals. We specialize in retirement planning and investment services in Long Beach, CA. Our Retirement Planning Software creates a realistic projection of what an individual’s retirement will look like and identifies potential concerns.

Investment Services

Investing includes various products and services, including stocks, bonds, funds, bank products, options, annuities, retirement, and education savings. We help manage investment services and products, but our true value is our knowledge and experience. A financial advisor evaluates your financial situation and recommends solutions based on many factors. Some include your financial goals for the future, risk tolerance, and certain life milestones such as planning for children’s education, saving for retirement, or anything in between.

Investment services is a broad term that involves one or both of the following:

  • The management of an investment account.
  • Professional advice and guidance on investing personal assets.
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Common Investment Services


Investing in stocks makes you a company owner. Stock represents ownership shares. Company performance determines profit or loss.


Bonds are loans to organizations. Investors receive interest payments and principal repayment at maturity.

Mutual Funds

Investment funds pool money from multiple investors and follow a specific strategy. Various types of funds exist with distinct features.


Insurance contracts promise payments to purchasers periodically, immediately, or in the future.


Retirement planning involves diverse investment services and options to save and manage money for retirement.

Education Savings

Saving for education involves tax-advantaged plans beyond simple savings.

California Investment Management Firm Near Your Area

We recognize the significance of location. You seek Investment Management professionals in your vicinity who can readily cater to your needs. Randall Wealth Management is pleased to provide Investment Management services in the following areas:

Why should I use a financial advisor?

Although we have access to a wealth of information in this day and age, including financial information, it is essential to seek the advice of a knowledgeable financial professional. Why should you get a financial advisor involved? Part of the problem is that there is too much information available, and it can be pretty overwhelming for someone with limited experience in the world of retirement planning. Using a financial advisor to guide and teach you how to make informed decisions can help you avoid making costly mistakes. Call and make an appointment today.

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Book a Complimentary Consultation

We can help you address your needs of today and for many years to come. We look forward to working with you.