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Your Financial Goals

Wealth management is more than just investment advice. At Broxton our objective is stable growth and long term wealth building. Broxton minimizes the risks involved in investing and increases the probability of success by using our proprietary algorithms, sophisticated analysis, and our investment experience.

 

 

Broxton Understands Your Financial Needs

We believe there are three primary considerations for long term financial stability:

  • Your Investment Account - This is comprised of your diversified investment portfolios.

  • Retirement Assets - This is comprised of your pension and individual retirement account assets.

  • Real Estate - Owning your home and or investment real estate has always been a key retirement goal.  

 

Broxton provides the following:

  • Retirement planning

  • Trust management 

  • IRA rollovers: Pension conversion

                  Get started today

 Ph: 310-208-2151

 Ph: 844-237-6499 

LOS ANGELES | PALM SPRINGS | SAN JUAN
 

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