20/20 Financial Advisers is an energetic, forward-thinking financial services firm that is constantly pushing to stay ahead of the curve and embracing new technologies to deliver the level of customer service other firms only talk about. Our partners bring hundreds of years in collective expertise in a range of specialties, so our clients can access comprehensive services and alleviate the chaos of integrating various firms. We know financial issues can make people feel out of control at times and we pride ourselves in being the methodical, calming force that helps our clients feel more in control of their financial goals. We bring your entire financial picture into focus, giving you real-time access to your information through a Wealth Management Solution that includes a customized, secure financial website. Our advisers are all driven by bringing value to clients through a responsive, goal-oriented approach that is never status-quo.
View Top Employees from 20/20 Financial Advisers, LLCWebsite | https://www.2020fa.com |
Revenue | $6 million |
Employees | 20 (20 on RocketReach) |
Founded | 2002 |
Phone | (760) 479-6160 |
Fax | (619) 718-6522 |
Technologies |
JavaScript,
HTML,
Twitter
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Industry | Financial Services, Finance General, Retirement Planning, Finance, Investing, Tax Strategies, Estate Planning, 401K, IRA, Mutual Funds, ETF, 529 Plans, Annuities, Life Insurance, Benefits Consulting, Financial Planning, Business Continuation, Wealth Management, Capital Preservation |
Web Rank | 3 Million |
Keywords | 20/20 Capital Management, Samir Thakkar |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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The 20/20 Financial Advisers, LLC annual revenue was $6 million in 2024.
Howard Buck is the Managing Partner of 20/20 Financial Advisers, LLC.
20 people are employed at 20/20 Financial Advisers, LLC.
20/20 Financial Advisers, LLC is based in Costa Mesa, California.
The NAICS codes for 20/20 Financial Advisers, LLC are [52393, 5239, 523, 52].
The SIC codes for 20/20 Financial Advisers, LLC are [628, 62].