ArdentOne Financial came about from the shared perspective that passion for the individual client instills focus and clarity in pursuit of the client’s objectives. Locally owned and completely independent, our greatest priorities are our relationship with the client and a commitment to their goals. Our environment of independence, due diligence, and objective analysis provides clients with the resources, experience, service, diversification, availability and our ongoing advice.
Our independence enables us to establish working relationships with a number of industry-leading investment firms, bond desks, asset management firms and insurance providers whose services we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs.
The focus of our practice includes the areas of retirement planning, estate planning, investment advice and tax reduction strategies. We serve individuals, trusts, corporations and non-profit institutions throughout the Los Angeles and Orange Counties.
3707 W. Garden Grove Blvd.
Orange, CA 92868
PHONE: (714) 748-2818
FAX: (714) 748-2813
E-MAIL: CLICK HERE
IMPORTANT CUSTOMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. to residents of: CA, AZ, CO, FL, MD, MO, NM, NV, OH, OR, PA,TX a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambrdige and Ardentone Financial are not affiliated.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), Certified Financial Planner (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
**CIR Does Not Provide Tax or Legal Advice**
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