Strategic Portfolio Advisors, based in Long Beach, CA, is a trusted financial services firm with a rich heritage spanning three generations. Committed to acting in the best interests of their clients as fiduciaries, they prioritize personal attention and close relationships to help individuals achieve their investment goals.
With a focus on experience, professionalism, integrity, and long-term stability, Strategic Portfolio Advisors differentiates itself by allowing clients to meet the Portfolio Manager, Todd M. Jones, who aligns their approach with clients' financial objectives. By understanding clients' needs, goals, timelines, and retirement plans, they construct portfolios that adapt to changing circumstances and market conditions, providing support every step of the way.
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